Objective: Remove a charge from a Homeowner account
To remove a charge from a Homeowner account, navigate to that Homeowner's > Ledger page.
Then, click on the Charge Adjustment button:
Upon clicking the Charge Adjustment button, the Adjust Charges screen will pop up. Enter your Adjustment Date, Total Adjustment Amount, Adjustment Description and then confirm in the Adjustment Distribution screen the amounts you would like to adjust for each specific charge grouping. Then, click update to complete the charge adjustment.
Please be sure to confirm that the amount entered in the Total Adjustment field matches the sum total of all of the amounts entered into the Adjustment Distribution fields for each charge being adjusted.
The 'Write-off?' will allow you to choose another GL if you want it to go to something other than the Late Fee GL that has been set up. You can also select the write off option without entering in a GL and it will auto default to the GL for write offs that has been set up under Association > Settings.
Now, on the Homeowner's Transactions tab, we can see the charge adjustment as we applied it to the account.