Adjustment Edit Screen
The Adjustment Edit screen allows users to create, update, and manage individual job adjustments. It is designed to handle manual financial corrections and ensure accurate job cost tracking.
The screen is organised into a tabbed layout for efficient navigation between Details, Notes, and Activity Log sections.
Tabs Overview
The Adjustment Edit screen includes the following tabs:
- Details
- Notes
- Activity Log
Details Tab
The Details tab is the primary area for managing the adjustment.
- Adjustment Number - Adjustment number, system generated cannot be edited, if you wish to maintain continuity but need to remove an adjustment, remove the details in the table rather than deleting the whole adjustment.
- Created Date - Defaults to todays date but can be modified as required
- Client Number - Client reference if applicable
- Specification - Specification filed for any description or specification details a user needs to include
- Status - Approved or author depending on whether the adjustment needs approval, if not approve and it will appear in the budget
This tab defines the financial correction and its impact on job cost reporting. Enter the details of the adjustment into the table in the details tab.
Details Table
Enter any values and amounts for the adjustment in the table below, from the other functions menu a user can copy/paste data in if they have a large amount in an excel document, the format for import is the same format you get when using the export to xlsx function, example listed below.
| Trade | Cost code | Reference | SC | Description | Qty | Units | Rate | Extension | Markup % | Gross | Tax code | Supplier | Status |
| 001-Preliminaries | LAB-LABOUR | 10103-10103-Site Labour | testing | 1.000 | Hrs | $1,000.00 | $1,000.00 | 0.00 | $1,000.00 | GST (10%) | ? |
Notes Tab
The Notes tab captures additional context for the adjustment.
- Internal comments
- Supporting justifications
- Communication history
- Attachments
Notes help explain why the adjustment was required.
Activity Log Tab
The Activity Log tab tracks interactions with the adjustment.
- User actions and edits
- Status changes
- Timestamps of updates
This provides a clear audit trail for financial control and compliance.
Tips
- Clearly document the reason for each adjustment
- Verify values before approval
- Use Notes to provide justification for audit purposes
- Review Activity Log to track changes
- Ensure adjustments align with overall job financials
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