Allows user to adjust multiple components of the debtors balance in one transaction. This transaction also allows users to adjust the Paid To Date and the Overpayment amount.
Select ADJDB
from the Enter Transaction Code selection and click
This will open the ADJDB screen:
Enter the
date of your ADJDB
transaction in the 
field.
Select from
the 
list what you would like to adjust.
Select the Reason for the account adjustment. Click the 
button and select the appropriate reason.
Enter any note that should be listed on the transaction.
In the balance section,
In the balance components that need to be adjusted, enter the amount to be adjusted. Enter a - negative sign before the adjustment amount to lower the balance. The result of your adjustment will be displayed on the Result column for review. Continue until all balance components have been adjusted.
The ability to adjust multiple claims with one ADJB transaction has been added in Version 10. See MultiClaim Balance Adjustments. For information on obtaining this feature, please contact our Sales Department.
Click the 
button to save the transaction.
Select
a reason for the adjustment from the
list.
Enter any notes in the Note Field.
Enter the adjustment amount in the Adjustment field. Use a "-" before the amount to reduce the amount paid to day.
Click the button to post the
ADJDB
transaction.
Select
a reason for the adjustment from the
list.
Enter any notes in the Note Field.
Click the button to post the
ADJDB
transaction.
Note: The overpayment adjustment will reallocate the monies in the Trust Account as credit monies to be used at a later date.