Reviewing exceeded adjustments

  1. Sign in as Receivables Specialist or Receivables Manager.
  2. For Receivables Specialist, select Cash Application > Review Applications > Adjustments Exceeded Review.
    For Receivables Manager, select Processing > Cash Application > Review Applications > Adjustments Exceeded Review.
  3. Click Search.
    An invoice list is displayed according to your selected field.
  4. To search for a specific invoice, select a Company, Invoice, Customer, Process Level, Adjustment Reason, Description, or an Adjust Amount field.
  5. After this action is validated, select Reviewed to make this application adjustment eligible for posting.
  6. Select Expense to charge accrued adjustments. Specify GL account information to complete the process.