Print an Adjustment Register to review and verify assessment, billing, or payment adjustments that have been entered into the system.

The Adjustment Register provides a detailed record of adjustment activity, helping ensure that changes to account balances have been entered correctly and properly documented. The report can be used for verification, reconciliation, auditing, and approval purposes.

What Happens When You Print an Adjustment Register?

When an Adjustment Register is printed:

• Adjustment transactions are compiled into a report.

• Adjustment amounts and dates are displayed.

• Affected accounts can be identified and reviewed.

• Adjustment activity can be verified before or after processing.

• A record of account changes is created for reporting and audit purposes.

When Should You Print an Adjustment Register?

Print an Adjustment Register when:

• Adjustments have been entered and need to be reviewed.

• Account balance changes require verification.

• Reconciliation activities are being performed.

• Management approval or oversight is required.

• Audit or recordkeeping procedures require documentation of adjustment activity.

Before Printing an Adjustment Register

Review the following information before proceeding:

• The reporting period to be included

• The adjustment types being reviewed

• Recent adjustment activity has been entered and posted

• Any required filters or reporting criteria have been selected

• The accounts affected by the adjustments

Verifying this information helps ensure that the report contains the adjustment activity needed for review and validation.

Note: The Adjustment Register is a reporting tool and does not create, modify, or remove adjustments. It provides a record of adjustment activity based on the selected reporting criteria.

Printing an Adjustment Register

1. Open Connect Property Improvements > Reports > Adjustment Register.

2. Select a report definition.

3. Set up the Report Dates.

4. Click Print (CTRL+P).

The report prints.

Selecting adjustment types

Set up the report to print transactions for billing adjustments, payment adjustments, and reverse adjustments.

Selecting districts

This section shows the districts that are set up and saved in the Districts table. You can use these options to print the adjustment register for a specific district.