Adjustments Report

The ADJUSTMENT REPORT is a report of debts that have been added or edited for a selected date range. This report is very helpful in determining transactions that may assist in determining the activity of debts and payments for a time frame, such as a day, week, month, quarter or year.

Information:

• SSN
• Name
• Original Debt Amount
• Adjustment Amount (amount of payment, credit, etc. applied)
• Current Debt Amount
• Account Code/Department
• Account Number
• Adjustment Date (date that an existing debt was edited). This report does not include new debts added

• Report totals include: Original Debt Amount, Adjustment Amount and Current Debt

Criteria for Selection - Adjustment Start Date and Adjustment End Date

Order: : - Name

Frequency: This report can be run at anytime.

- As all other reports, this menu requires access rights assigned in the User Setup. Each Account Code/Department must show "ACCESS", not "RESTRICTED". This report can only be generated for the account code/department that the user has access rights to.

1. From the Reports menu:

2. Move the mouse over Adjustment Report and click this option: 

3. The following appears with the selection of default dates of today as Start and End date and All Account Codes:

4. Select the desired Account Code/department:

• Defaults to ALL, click the to display all account codes that are accessible as set-up in the User Setup.

5. Select one of the two options:

• Click to abort and return back to the Main Menu

 

• Click to initiate to process and continue

 

• The Status Bar will show progress:

Sample Adjustment Report - for Date Range of one day and All Account Codes:

This report uses the Print Preview options:

  - terminates the view of the report and returns to the Main Menu: