Accountability > Transactions > Adjustments tab
The TRANSACTION ADJUSTMENTS tab within the Transactions function allows users to view detailed information regarding various Adjustment Types. These include Account, Refund, Sale, Fund, Payment, and Session.
The Transaction Adjustment information is view only.
View Transaction Adjustments
- Select the TRANSACTION ADJUSTMENTS tab atop the page
- Select the Site Codes/Site Names, Terminal, User, Date, and Adjustment Type from the dropdowns
- Select from the Report Options (Serving Site or Enrollment Site)
- Click the APPLY button
Adjustment Transactions display in the table below.
Different columns will appear in the Adjustment Transactions table depending on the Adjustment Type selected.
Clicking on the arrow(s) next to the available rows in the Adjustment Transactions table will expand or collapse the adjustment information.
If necessary, use the slider at the bottom of the page to view all columns in the Adjustment Transactions table.
View the Results: Account Adjustment Type
- Account Name
- Account ID
- Amount
- Adjusted Date
- Comment
View the Results: Refund Adjustment Type
Click the MANAGE VIEWS button to edit the columns displayed in the table.
- Refund Site
- Account Name
- Account ID
- Transaction Number
- Amount
- Refund Date
View the Results: Sale Adjustment Type
- Account Name
- Account ID
- Transaction Number
- Original Sale
- Date
- Item
- Amount
- Adjustment Sale
- Date
- Item
- Amount
- Comment
View the Results: Fund Adjustment Type
- Transfer From
- Account Name
- Account ID
- Transfer To
- Account Name
- Account ID
- Amount
- Transfer Date
- User
- Comment
View the Results: Payment Adjustment Type
- Serving Site
- Enrollment Site
- Account Name
- Account ID
- Transaction Number
- Payment Method
- Payment Type
- Payment Date
- Adjustment Date
- Original Amount
- Adjusted Amount
- User
- Comments
View the Results: Session Adjustment Type
- Terminal
- Session Date
- Adjustment Date
- User
- Comment