Finding Adjustments (Users)

To search for any cash adjustments, please follow the steps below.

Step 1: Navigate to the Search / Adjustments:

Step 2: Fill out some or all of the search form and click Find.

If you are getting too many results, the Include field can be used to narrow down your search by the source of the adjustments. For example, if you are only looking for a manually posted or uploaded transactions, deselect "Recurring/Fee Sweep."

More Information / How to

Adjustment Categories
Assigning a Recurring Fee to an Account
Creating Recurring Fees
Deleting a Recurring Fee from an Account
Manually Posting an Adjustment
Sample Recurring Fee Plans