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Create an Adjustment

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

To create an amount that will be a credit or a debit that needs to be run on a schedule, you can use the Create Adjustment option.

Create_Monthly_Adj.jpg

How To

Create an Adjustment

  1. From the GL Accounting hub, select Monthly Adjustments.

  2. Click the green Create modification button.

  3. On the Create Monthly Adjustment page, enter details for the new adjustment. The following are required:

    • Number

    • Description

    • Months to Process

  4. Use the details spreadsheet to enter or copy/paste the monthly adjustment amounts. The following fields are required:

    • Monthly Amount

    • GL Account Number

  5. Click the Create monthly adjustment button.