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Find the data you need to strengthen and build your business.

Adjustments Report

Austin Written by Austin
... on a fabulous February day.

📖 In This Article

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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