The Balance Adjustment tool should only be used for:
- Primary Carer changes
- Transfer of any balances from previous software provider
Please note that balance adjustments cannot be deleted from statements.
1. Go to Financial > Balance Adjustment
2. Select the account. These are ordered by Surname of the account holder.
3. Select type:
- If the account is in credit, and/or you wish to add a DEBIT. Select 'Owing'.
- If the account is debit, and/or you wish to add a CREDIT. Select 'In Credit'.
4. Insert the dollar amount you wish to adjust.
5. Add a description. This will appear on the parent statement.