Choose an option below:

• Use Miscellaneous Entries: You want to adjust a credit that you entered as a negative charge or negative credit adjustment.
• Use Change Entries: You want to adjust an Open Credit that you created in Cash Receipts. Don’t use this option if you already applied the Open Credit to charges. Only use this solution on Open Credits that you haven't applied.

Use Miscellaneous Entries

Adjust the negative charge in Miscellaneous Entries.

1. In Property Management, from the Tasks menu, select Create Charges, Miscellaneous Entries.
2. In the Type list, select either CHG Charge, CHGA Charge Adjustment, or CRA Credit Adjustment.
   • CHG and CHGA will adjust the amount in the Charge amount field. This value appears under Charges on reports and inquiries.
   • CRA will adjust the amount in the Credit amount field. This value appears under Credits on reports and inquiries.
3. Select the appropriate Property, Tenant, Unit, and Lease information.
4. Enter the original Charge Type and Item ID.
5. Enter the appropriate dates in the Accounting Date, Transaction Date, and Charge Date columns.
   • Note: The Charge Date must be the same date as the original credit.
6. In the Amount column, enter the adjustment amount for the credit. 
   • If you want to decrease the credit amount, enter a positive amount to reduce it.
   • If you want to increase the credit amount, enter a negative amount to increase it.
7. Click Save Entry.
8. Repeat steps 2-7 for any other credits that you want to change, and then click Close.

Use Change Entries

Change the Open Credit amount in Change Entries.

1. In Property Management, from the Tasks menu, select Change Entries.
2. In the Change Entries - Selection Filter window, select the Tenant Payments tab.
3. Enter the Paying tenant, Payment date, and Accounting date.
4. Select the Current file and click Find.
5. Open the Change Entries - Tenant Payment Selection List window.
6. Select the payment that created the Open Credit and click Reapply.
7. In the Change Entries - Reapply Tenant Payment window.
   • If you entered the Payment Amount incorrectly:
     1. Change the Payment Amount to the correct amount.
     2. On the Open Credits tab, change the Amount to the correct amount.
        Example: You entered the payment amount as $500.00. You applied $100.00 to an open credit and $400.00 to open charges. You should have entered $475.00 (with a $75.00 open credit). Change the Payment Amount to $475.00. Change the Amount on the Open Credit tab to $75.00.
     3. Skip to step 8.
   • If you entered the Payment Amount correctly, but applied incorrectly:
     1. Go to the Open Credits tab.
     2. Change the Amount to the correct amount.
     3. Go to the Open Items tab.
     4. Change the Pay Amount for the appropriate charges to reflect the actual distribution of the cash receipt.
8. When the Amount Remaining is 0.00, click OK and then click Close.
9. Repeat the steps for other Open Credits you want to adjust.
10. Click Close.