Adjustment Reasons

Adjustment Reasons on Desktop

Adjustment reasons can help you stay organized. To add to or modify your company’s drop down list go to…

1. File > List Management > Adjustment Reasons

2. Simply use the add new, modify, and delete buttons to customize your drop down list.

3. Each entry has a description, and can be associated with a GL code, if you use a GL codes in your accounting software.

4. If you accidentally delete an entry, don’t worry it has only been deactivated. Uncheck the active only box, modify your entry, and check the active box.

Adjustment Reasons on Portal
Adjustment reasons can help you stay organized. To add to or modify your company’s drop-down list go to…

1. More > List Management > Adjustment Reasons

2. Simply use the add new (Plus sign), modify, and delete buttons to customize your drop-down list.

3. Each entry has a description, and can be associated with a GL code, if you use a GL code in your accounting software.

4. If you accidentally delete an entry, don’t worry it has only been deactivated. Uncheck the active only box, modify your entry, and check the active box.