Posting Adjustments

Video Demonstration:

Step-by-Step Guide to Posting an Adjustment

1. From the selected tenants Household Overview page click on the Toolbox tab.
2. Mouse over the "Transactions" button, and from the drop down menu click "Post Adjustment".
   
3. Fill in Required Fields of the Post Payment Wizard:
   
4. You will automatically be redirected to the updated Tenant Ledger, which will reflect the newest adjustment.

A. Account - Select the account you wish to post the adjustment to.

B. Adjustment Type - Select the type/sub-category of credit/debit being made.

C. Posted On Date - Enter the date the adjustment was/will be posted.

D. Amount - Enter the amount of adjustment. For debit adjustments, enter a positive number. For credit adjustments, pre-fix the amount with a negative  sign.

E. Description - Enter a description for this adjustment (optional).

F. Cancel Button - Click this button if you wish to cancel the adjustment.

G. Post Adjustment Button - Click this button once required fields have been met, and you wish to post this adjustment.