Assessment & Adjustments
Individual & Group Account Adjustments Guide
Post debit or credit adjustments to student accounts for billing corrections, approved waivers, or unexpected laboratory charges.
Roles: Accounting Supervisors, Billing Clerks·Last updated: August 25, 2026
Before You Begin (Prerequisites)
- Permission (acct-individual-adj:access)
Step-by-Step Instructions
1
Open Adjustments Module
Navigate to Student Assessment > Individual Adjustment or Group Adjustment.
2
Select Student & Adjustment Type
Choose Debit (increases amount owed) or Credit (reduces amount owed).
3
Specify Fee Item & Amount
Select target fee, input monetary adjustment value, and attach official memorandum reason.
4
Post Adjustment
Confirm posting to create ledger journal entries.
Important Business Rules & Invariants
Mandatory Reason: Every ledger adjustment must include a documented reason for auditor trail compliance.
Common Questions & Troubleshooting
Credit adjustments reflect immediately on the student's Statement of Account as a deducted credit voucher.
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