Internal vs external adjustments

When posting an adjustment, you need to select whether the adjustment is 'Internal' or 'External'.

'But why?' you are probably asking.


Allocating an adjustment to a category is used for client reporting purposes, and is totally optional.

When viewing adjustments as part of a report, you are able to select whether internal or external (or both) adjustments are shown. 

If there are certain adjustments that a client always wishes to see/that you always show your client, it may be useful categorising these as 'External' when processing the adjustment. 


The same applies for adjustments that don't need to be reflected in a client report. Simply categorise these as 'Internal' and, when exporting the adjustments, deselect the 'Internal' tick box.


Adjustment categories are also useful when copying adjustments to a new period. You may wish to copy over only 'External' or only 'Internal' adjustments (or neither). The choice is yours! For details of copying adjustments, read this article.

Still need help? Contact Us Contact Us