9.11.12. Adjustment Types

To access the master list of Adjustment Types, select the "Adjustment Types" option. The following screen will appear:

Adjustment Types Master List

The "Adjustment Types" screen displays information on all existing Adjustment Types, including Adjustment Type name and description.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Adjustment Type.
EDIT: Enables you to edit highlighted Adjustment Type. The edit screen is the same as that for creating a new Adjustment Type—except that when editing, the fields will contain Adjustment Type information. Double-clicking on an Adjustment Type will also bring you to the editing screen.
VIEW: Highlight an Adjustment Type and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight an Adjustment Type and then select this button to remove the Adjustment Type from the list.

To create a new Adjustment Type, select the NEW button. The following screen will appear:

Create New Adjustment Type

When creating a new Adjustment Type, you are presented with the following options:

Name

Enter a name to describe the Adjustment Type.

Description

Enter a description to further describe the Adjustment Type.

Adj. Account

Specify the Account to be used for the Adjustment Type.

Type

Define the sense of the Adjustment Type by selecting one of the following:

Debit: Select if the Adjustment should increase your Bank Account balance.

Credit: Select if the Adjustment should decrease your Bank Account balance.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating an Adjustment Type, returning you to the previous screen.
SAVE: Creates the Adjustment Type and adds it to the master list of Adjustment Types.