Reviewing credit memo application adjustments

  1. Sign in as Receivables Specialist or Receivables Manager.
  2. For Receivables Specialist, select Cash Application > Review Applications > Credit Memo Adjustments.
    For Receivables Manager, select Processing > Cash Application > Review Applications > Credit Memo Adjustments.
  3. Select Cash Application > Review Applications > Credit Memo Adjustments.
  4. Open a credit memo adjustment.
  5. To search for a specific invoice, select a Reason, Adjust Amount, Description, and Project fields on the Adjustments tab.
  6. Click Save.