Adjusting an escrow account

Note: You can't adjust the balance of a closed account.
  1. Load the escrow account you want into the Escrow InfoViewer.
    You access the Escrow InfoViewer by clicking the Account # link for the account on any form that shows the link.
  2. On the Maintenance tab, under Transactions, click Adjust Account Balance.
  3. Specify an adjustment amount in the Adjustment Amount field.
    A positive value increases the current balance, and a negative value decreases it. The adjustment amount must not cause the balance to drop below zero.
  4. Specify a reason for the adjustment in the Adjustment Reason field.
  5. Click Save.
    Infor Public Sector adjusts the current balance by the amount specified and shows the new balance under Account Status on the Account Status tab. You can view details regarding the adjustment by clicking Review All Transactions under Transactions on the Account Status tab.