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›What can you use this Report for?
›Filters and Options
›What is displayed in the report?
›Tips and Tricks
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.
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