Use Miscellaneous Entries or Change Entries to adjust the credit.

• Follow the steps in Option I if you want to adjust a credit that you entered as a negative charge or negative credit adjustment.
• Follow the steps in Option II if you want to adjust an Open Credit that you created in Cash Receipts.

Option I: 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 (the amount that appears under Charges on reports and inquiries).
   • CRA will adjust the amount in the Credit amount field (the amount that 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.

Option II: Change the Open Credit amount in Change Entries

Note: Do not use this option if the Open Credit has already been applied to charges. This solution should only be used on Open Credits that have not been applied.

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