How To Setup Adjustment Reason Codes

Where To Enter Reason Codes?

Invoice Adjustment Reason Dropdown is Blank.

• Adjust invoices

• Setup and Admin

A prerequisite for adjusting invoices is to enter Reason Codes.

1. Navigate to General Revenues > Accounts Receivable > Setup > Accounts Receivable Miscellaneous Codes.

2. Click Adjustment Codes.

3. Click Add.

4. Enter the Code and Description.

5. Click Accept. 

The entered reason code will now appear in the Reason dropdown menu in Adjust Invoices. 

Please Contact Support For Additional Information.