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 in order to apply and invoice credit or debit amounts in WorkRecords. The use of this tool varies...
Tue, 13 Feb, 2018 at 9:46 AM
*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 ...
Tue, 13 Feb, 2018 at 10:06 AM
*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...
Tue, 13 Feb, 2018 at 10:05 AM
*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...
Wed, 25 Mar, 2015 at 9:49 AM