Locations: 

  • Student "Name"→ Payments, Refunds, and Adjustments page
  • Student "Name"→ A/R Card 


Users with the following permissions:

  • Financial → Received Payments: View
  • Financial → Received Payments: Edit
  • Financial → Received Payments: Add Adjustment


Case:

Adjustments need to be added to the A/R Card. They should be linked to the specific charges that are being adjusted so that this information could be used in different reports.

 

Problem:

Currently, the adjustments in GEGI are created on the Payments, Refunds, and Adjustments page.

 

Solution:

Added the ability to add adjustments to the A/R Card. 


Adjustment creating, editing, and deleting is moved from Payments, Refunds, and Adjustments to the A/R Card:



Implemented the ability to select a specific charge for an adjustment:



The adjustments are now shown in the Scheduled Charges report:



Available since GEGI v4.39.0 (view release notes)