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.
When to use a Credit Charge Adjustment Credit / Charge Adjustments are created by Labor Suppliers to apply and invoice credit or debit amounts in ...
Wed, 16 Oct, 2024 at 3:37 PM
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 is very similar to presenting an Invoice for TimeCards. However, it is important to note that Credit / Charge Ad...
Wed, 16 Oct, 2024 at 3:35 PM
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
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