Miscellaneous Adjustments

Clicking the Miscellaneous Adjustments tab displays the miscellaneous adjustments home page. CollapsedMore about the home page

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 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

Miscellaneous Adjustment Fields

Miscellaneous Adjustment Settings

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