Adjustments

The Adjustments feature allows reviewers to correct, modify, or update invoice amounts either at the overall invoice level (summary adjustment) or at the individual line item level (line item adjustment). This ensures accurate billing, prevents duplicate charges, and maintains transparency with vendors by recording reasons and notes for every adjustment.
  • Navigate to the Invoices section.
  • Select an invoice from the list to open its Detail View (Overview Tab).
  • Within the Invoice Summary or Line Items section, click on the Adjustment icon to open the respective adjustment form.
Types of Adjustments
  • Summary Adjustment: Applied to the entire invoice totals.
  • Line Item Adjustment: Applied to a specific line item in the invoice.
Note: Only designated reviewers can make adjustments. If you are not a reviewer, adjustments cannot be applied.
Summary Adjustments
When you click the Adjustment icon in the Invoice Summary section:
  • The system displays all past adjustments applied to the invoice.
  • An Add Adjustment button appears at the top to create a new adjustment.
  • Clicking Add Adjustment opens the Adjustment Form.
Field
Definition
Adjustment For
Select the type of fee being adjusted: Hourly Fee, Flat Fee, or Expense.
Adjustment By
Choose how the adjustment should be applied: by Amount or by Percentage.
Amount
Numeric field to enter the adjustment value.
Reason
Dropdown list to select the reason (e.g., duplicate charges, correction).
Note for Vendor
Mandatory text box for providing a note visible to the vendor for clarity.
  • Cancel: Discards the adjustment without saving.
  • Save: Applies the adjustment and updates the invoice summary.
Line Item Adjustments
When you click the Adjustment icon in the Line Items table:
  • The system shows any previously applied adjustments for that line item.
  • An Add Adjustment form button is available to apply a new line item adjustment.
  • Clicking Add Adjustment opens the Line Item Adjustment Form.
Field
Definition
Hrs
Editable field to update billed hours.
Rate/hr
Editable field to update the hourly rate.
Amount
Auto-calculated total (Hours × Rate/hr) amount.
Reason
Dropdown list to select the reason (e.g., duplicate charges, correction).
Note for Vendor
Mandatory text box for providing a note visible to the vendor for clarity.
  • Cancel: Discards the adjustment without saving.
  • Save: Applies the adjustment to the specific line item.
Note: When adjustments are made, the corresponding line item is automatically marked as Reviewed.