Adjustment Print Edit List

The Adjustment Print Edit and Error Listing step gives users a means to run a report of all or a subset of the adjustments in the system. This provides a means of reviewing the adjustments before payments are created and/ or the transactions are posted.

Select the check box in the first column of the row to include that row in the report. To select all adjustments to be included, select the check box in the column header. The output will include only the accounts selected.

The Resulting Action section on the Adjustment Listing shows the effects of the adjustment at the charge category level for situations where the amounts may be moved differently than expected. There are several likely scenarios in which this can occur, including the situation shown above: if an account is overbilled and the bill is paid, an overpayment has occurred. The adjustment to lower the bill will remove the extra amount from the charge categories and apply it to the overpayment charge category rather than the user getting the money back.

If the adjustment is a refund adjustment, the recipient information will display with the account and audit information at the top of the page.