Account for credits or refunds

Sometimes you need to enter a credit amount, revenue discounts, or bad debt into your budget. For these cases, the Revenue adjustment or Expense adjustment budget line types allow you to increase or decrease your budget by entering positive or negative amounts.

To account for credits and refunds:

• Do one of the following:

  • Add a new budget line under the desired budget group, select either the Revenue adjustment or Expense Adjustment budget line type, and enter a negative amount in the Amount field.

  • Change an existing budget line to either the Revenue adjustment or Expense Adjustment budget line type, and enter a negative amount in the Amount field.