Monthly Adjustments

Overview

List of adjustments on monthly basis.

Report

Column Description
Customer Name Name of the customer.
Customer Number Identifier of the Individual
State State or province specified in the customer’s address.
City City specified in the customer’s address.
County Country of the customer
Postal Postal code or ZIP code
GL Account String GL String used to identify a general ledger entry during posting
Adjustment Number ORMB-generated adjustment ID
Adjustment Period Name Year and month concatenation of the accounting date
Adjustment Date Adjustment freeze date
Adjustment GL Date Adjustment general ledger accounting date
Adjustment Type Type of the adjustment
Adjustment Cancelled Reason Adjustment cancellation reason (if cancelled)
Adjustment Amount Amount presented in case of any adjustment made to a bill
Currency Currency used for the transaction.

Filters

You can filter the report using the following parameters:

  • Customer Name
  • Adjustment Type
  • Adjustment Date