Adjustment How-To

Go to Financial Tab.

Click on one line, either Room, Charge, or Service.

Click “Adjustment”.

A pop up will automatically adjust the full amount with the taxes. Make sure to click the check box for “Debit Room Adjustment from Owner Proceeds Check”. You can write a note into here for the description of why making the adjustment.

In this example, it was a two night stay, and the deposit policy is half the total stay. So adjusting one room off sets this transaction to zero. The guest can be checked out now.

Here is an example of a three night stay, or an odd-number of nights stay.

Click one of the room line items/days.

Click “Adjustment”

This will automatically adjust the full amount, with taxes, off that line item/one day. Make sure to click the check box for the Owner Proceeds.

That doesn’t finish the adjustment, though. The Advance Deposit is half the total amount, so it is a day and a half that needs to be adjusted. We have a full day adjusted at this point, so now we need to adjust half a day.

Click a Room line item again.

Click “Adjustment”.

The room total is $195, so half that is $97.50. That is what you put in the Adjustment Amount. That will then calculate the taxes after that.

You’ll see that the adjustment in this case isn’t perfect. The total that needs to be zeroed out is $111.15, but this half adjustment is $111.16.

At this point, it is up to you how you want to get the 1 cent to even out. You can write it off, or create a service to take up the refund.

Here is an example of a service taking up the one cent.

If you forget to click the check box for the Owner Proceeds Debit, all you have to do is double click on the Adjustment line, and check off the box. Hit OK.