Account Management


 

Adjust Account Credit

 

Overview 

This article will show you how to manually adjust the credit on an account. 

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Under Account Actions, select Adjust Credit
    select_adjust_credit.jpg
  3. Adjust the New Credit Amount
    adjust_new_credit_amount.jpg
  4. Enter a Comment, if desired
    enter_comments_for_credit_adjustment.jpg
  5. Click Submit
    submit_account_credit_adjustment.jpg
  6. View receipt
    view_receipt_for_credit_adjustment.jpg



I'd Like to Request an Enhancement

1 out of 1 found this helpful

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  • Avatar
    Barb Bertsch

    This does not explain the accounting that happens behind this adjustment. What accounts does this impact? I do not see any accounting entries related to this type of adjustment.

  • Avatar
    Judy Sokolowski

    Agreed! Our Finance Department is very disappointed there is no accounting associated with these types of account credits. Because there is no accounting associated, these manual credits on accounts causes imbalances in our accounts receivable, as we export CivicRec transactions into our County's financial system.

  • Avatar
    Becca Drake

    Hi Barb & Judy,

    If you would like to submit a Feature Request, please click the button that states "I'd Like to Request an Enhancement" at the bottom of this article. If you have questions about manual adjustments, please contact our Support Team!

    Thank you,
    Your Help Center Team