How to Record Make Adjustments on Transactions
Ensure all transaction adjustments are accurately recorded, reflecting any necessary modifications to maintain precise and up-to-date financial records.
1. Click on Cashflow and select 'Transaction'
2. Click on Add New
3. Click on Make Adjustment
4. Select a date
5. Enter a journal number
6. Click to enter tags
7. Type in a tag to create or choose
8. Click on Save
9. Enter a description
10. Select Chart of Account
11. Enter a description
12. Click on the tag icon to add a tag
13. Choose to create or select an existing tag
14. Click on Save
15. Enter a debit amount
16. Enter a credit amount
17. Click on Add row (optional)
18. Click on Save
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