More about the home pageA 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 to actuals fields is controlled by the settings in the Actuals configuration group. 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. |
| 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 |
Related Tasks
Creating Miscellaneous Adjustments
Changing the Owner of Miscellaneous Adjustments
Reference Materials