Notes and Adjustments

These pages help you keep track of the work you have done on this Job. You can easily see all of the Notes and Adjustments that you have made so far.


All notes are time stamped and display within the Notes & Queries tab. They're associated with the review points they are logged against.

Drill into the Date and time to review the whole note. Click the View Review Point link to access the review point and click the X to delete the note.

Use the Add Note button to create a note not associated with any review point.



Any adjustments made will show in the Adjustments tab. This includes both adjustments to existing transactions and newly created  adjustments.

adjustments tab.png

Filters mean you can choose only to show adjustments affecting the Balance Sheet or Profit & Loss or a single affected account. At the bottom of the page you'll find the Export to Excel button.