How To: Create Manual Adjustment Accounts
Manual Adjustment Accounts categorize inventory adjustments made outside normal operations, making reports easier to sort and filter. They also ensure adjustments are tied to the correct GL account, which is critical for accurate journal entry accounting integrations.
All client types should configure and use manual adjustment accounts.
To create a manual adjustment account an admin user with access to System Setup can complete these steps:
- Go to System Setup / Accounts.
- On the Manual Adjustment Accounts tab select Create New Accounting Code.
- Enter a Description in the description field.
- If you record GL accounts, enter them in the Account Code sections.
- Click Save and Close.
Figure 1. The Manual Adjustment Account Editor with the description and GL code account information entered.
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