How to add an Adjustment Note

From the Navigation Bar select Reporting iQ

Within the Ledger, navigate to the line item needed and select the three dots ‍

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Select Adjust from the menu option

Add your note in the Adjustment Notes section

Note: This information will not be displayed on the Ledger. If you wish to review the information or make an additional adjustment note - follow the steps above to re-open the adjustment note screen.

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Select Confirm to save

Note: When the Ledger is exported - Adjustment Notes will be shown with the appropriate line item.

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