Agreement Adjustment Tab

The Adjustments tab lets you add or remove hours, incidents, or dollars from an agreement’s available balance. The change appears immediately on the Agreement Recap Pod.

Adjustments list fields

Field	Description
Effective Date	The date the adjustment takes effect.
Adjustment	The number of hours, incidents, or dollars added or removed.
Units	The unit type: hours, incidents, or dollars.
Last Update	The date the adjustment was last modified.
Updated By	The member who last modified the adjustment.

Adjustments pod fields

Field	Description
Agreement	Defaults to the current agreement and its start date.
Adjustment	Enter a positive number to add; enter a negative number to remove.
Effective Date	The date the adjustment takes effect.
Notes	Optional notes. These appear on the Agreement Reconciliation Report.

Note: Adjustments expire based on the agreement’s recurring invoicing parameters, not a fixed calendar date. For example, if the agreement bills on a Contract Year cycle, an adjustment made on March 1 expires one contract year later from that date — not at the end of the calendar year.

Add an adjustment

1. Go to Finance > Agreements and open the agreement.
2. Select the Adjustments tab.
3. Select New Item.
4. In the Adjustment field, enter the hours, incidents, or dollars to add (positive) or remove (negative).
5. In the Effective Date field, select the date the adjustment should take effect.
6. In the Notes field, enter a description for future reference.
7. Select Save and Close.

Back-date an agreement to cover prior time entries

Use this when an agreement was created after work was already logged — for example, when converting a break-fix customer to a monthly agreement mid-month.

1. Go to Finance > Agreements and open the agreement.
2. Select the Adjustments tab.
3. Select New Item.
4. In the Effective Date field, enter the start of the period you want to cover (for example, 12/01/2022).
5. In the Notes field, enter a description for the adjustment.
6. Select Save and Close.
7. Go to Time & Expense > Time Entry Search.
8. Open each time entry that should apply to this agreement.
9. In the Overview pod, set the Agreement field to the agreement you adjusted.
10. Select Save.
11. Go back to Finance > Agreements and open the same agreement.
12. Select the Time tab.
13. Select the time entries you updated in step 8.
14. Select Update Rates/Allocation.
15. In the Update Billing Rates dialog, select YES.
16. When the update finishes, select Close Window in the Update Allocations dialog.