Adjustment History

Other Reports

Last Update: March 31st, 2023

Overview

Useful to see any adjustments to invoices for selected time period by either adjustment date or invoice date. Includes creator of adjustment.

  1. Go to the Reports tab of the left-hand navigation and select Financial Reports
  2. Under the Other Reports box select Adjustment History
  3. Set the Start Date, End Date and either by Adjustment Date or Invoice Date
  4. Click Submit
  5. Adjustment History Report is exportable to XLS, XLSX, or CSV files