Adjust Account Balances

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Select an Account

To make an adjustment to an account balance you'll first need to select the desired consignor. Single clicking on the consignor in the list will highlight the account. Click Adjust Account.

acct1.png

Adjusting the Account

A new window will appear with a variety of info that can be entered.

Amount

The value the account will be adjusted.

Reason

The message that will be displayed in the account activity. This may be visible in consignor access depending on your configuration settings.

Date

Forward dating adjustments prevents them from being paid out until the selected date is reached.

The effective date of the adjustment. You can back date or forward date as well depending on your goal.

acct 2.png            acct3.png

The left is an example of a credit on the account and the right is an example of a debit on an account.

When finished, be sure to click Submit Account Adjustment.

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