Miscellaneous Adjustments
More about the home page
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click the name of any miscellaneous adjustment to go directly to its detail.
- Click New Miscellaneous Adjustment to create a new miscellaneous adjustment.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
A miscellaneous adjustment is a catch-all business record that creates a transaction of a specified category and amount, allowing you to correct errors in data entry or adjust transactions.
Miscellaneous adjustments create transactions, which are processed in a similar manner as other transactions in PSA.
When you create a miscellaneous adjustment, the value you select from the Transaction Category drop-down list is used to produce a transaction of that category when you save the miscellaneous adjustment. In addition, when you create a miscellaneous adjustment, Billed and Invoiced Revenue transactions are created.
The way in which transaction categories roll-up Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to actuals fields is controlled by the settings in the Actuals configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. If your administrator has installed the default PSA Configuration Groups, Options and values, miscellaneous adjustments roll-up as follows:
| Miscellaneous Adjustment Type | Rolls up to |
|---|---|
| Booked Revenue | Bookings fields |
| Budgeted Cost | Does not roll-up to anything by default and is ignored. This is because it is specified as a value in the IgnoreCategories configuration option in the Actuals configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature..
|
| Budgeted Expense Cost | Does not roll-up to anything by default and is ignored. This is because it is specified as a value in the IgnoreCategories configuration option in the Actuals configuration group. |
| Expense Budget | Expense Budget fields |
| Expense Cost | Expense Cost |
| External Cost | External Cost |
| Internal Budget | Internal Budget fields |
| Internal Cost | Internal Cost fields |
| Other Cost | Other Cost fields |
| Pass-Through Ready-to-Bill Revenue | Pass-Through Billings fields |
| Pre-Billed Revenue | Pre-Billed fields |
| Ready-to-Bill Revenue | Billings fields |
| Revenue | Revenue fields |
Accounting Connector
If you use PSA – Accounting Connector, you can also:
- Create journals from miscellaneous adjustments. For more information, see Miscellaneous Adjustments to Journals.
- Create miscellaneous adjustments from Accounting document line items. For more information, see Accounting Document Line Items to Miscellaneous Adjustments.