The Adjustments Report presents any Adjustments applied to Invoiced items using the “Adjust Total” or adjusting the balance of an item when performing a refund.
What can you use this Report for?
Generate this report to identify recurrences of adjustments to improve workflow and to review staff actions.
Filters and Options
| Filters | Description |
| Date | Adjustment processed (or dated) within the timeframe. |
| Locations | Adjustment Location. |
| Providers | Provider attributed to the item that had it’s Total adjusted. |
What is displayed in the report?
- Each adjustment processed is displayed in a separate row with the Total amount at the bottom of the table.
| Column | Description |
| Date | Date the adjustment was processed. |
| Client | Name of the Client the Adjustment was made for. |
| Location | Location of the Adjustment (regardless of Invoice Location). |
| Invoice | Invoice number the Adjustment was processed for. |
| Invoice Date | Date of the Invoice the Adjustment was processed for (regardless of the item date). |
| Provider | Provider attributed to the Item that had its Total adjusted. |
| Added By | Staff member who processed the Adjustment |
| Action | Adjustment |
| Reason/Comment | Details added in “Adjustment Description” when processing the Adjustment. |
| Amount | Amount that was added or deducted from the Item Total. |
Tips and Tricks
If the Reason/Comment column has “Invoice Balance” it usually means that the Adjustment was processed during a Refund so the Refund report should have more details about the transaction.