Creating Miscellaneous Adjustments
If you need to add a billable or credit amount to your project, outside of the standard billable items (timesheets, milestones, expenses) then you can use a Miscellaneous Adjustment to do this:
- Navigate to your Project
- Click on 'Miscellaneous Adjustments' in the Related List Quick Links section
- Click on 'New' in the top-right corner of the list
- Fill in the fields as follows:
-
Miscellaneous Adjustment Name
Give a name for this adjustment - it will appear exactly as named on the invoice
-
Effective Date
Set the date you wish this adjustment to take affect (as part of end of month)
-
Transaction Category
Set to 'Ready-to-Bill Revenue'
-
Amount
Enter a positive amount to bill this amount, enter a negative amount to credit this amount
-
Status
Set the status to 'Approved' when you are ready to apply this adjustment to the invoice
- Click Save