How do I update an adjustment?

To update an adjustment, within the Adjustments Screen select the transaction type you wish to update:

  • Accounts Receivable
  • Prepayments
  • Accounts Payable
  • Deferred Income

The Creditors & Debtors screen defaults to the 'Outstanding Only' view. Click the 'All (by year)' view at the top of this screen to find the transaction you want to update.

You will then be able to select the financial year the transaction is in (and filter by fund too if required).
To update a transaction, simply click on it. To delete a transaction, click the 'delete' button to the right of the transaction.

Note: if you delete an accrual/deferral that has been reversed then BOTH the original adjustment and the reversal will be removed.

To help you better understand the Adjustments module as a whole, please visit the module overview page here.

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