Credit/Charge Adjustments - Create Adjustments & Present Adjustment Invoices

There are many reasons why you may need to create a Credit or Charge Adjustment in WorkRecords. This folder contains step by step instructions on how to use this feature.

*Steps for Creating a Credit / Charge Adjustment
Credit / Charge Adjustments are created by Labor Suppliers to apply and invoice credit or debit amounts in WorkRecords. The use of this tool varies...
Mon, 24 Oct, 2022 at 2:48 PM
*Approving Credit / Charge Adjustments
Credit / Charge Adjustments are created by Labor Suppliers so that credit or debit amounts can be applied and invoiced in WorkRecords. The use of this tool...
Fri, 7 Oct, 2022 at 3:53 PM
*Invoicing for a Credit / Charge Adjustment
Invoicing for a Credit / Charge Adjustment is very similar to presenting an Invoice for TimeCards.  However, it is important to note that Credit / Charge Ad...
Fri, 7 Oct, 2022 at 4:14 PM
*FAQ - How do I track a Credit / Charge Adjustment?
A Credit / Charge Adjustment can be tracked using the Review Status of Adjustments View.  Within WorkRecords, navigate to Reports > My Views to find th...
Tue, 13 Feb, 2018 at 10:06 AM
FAQ - How do I select the proper TimeCard for Credit / Charge Adjustments
The TimeCard selected for the Credit / Charge Adjustment serves two purposes: To provide the allocation for the AP Sort at the bottom of the Credit / Cha...
Fri, 7 Oct, 2022 at 4:15 PM