The Adjustments folder contains the adjustment detail lines for bank statement adjustments. Use the folder to view, search, analyze, and change adjustment information across multiple statements.
When you double-click a detail line in the HD view, the Statements window opens to the Adjustments tab with focus in the Adjustments table.
Bank statement adjustments security
Common accesses available on bank statement adjustments
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on bank statement adjustments. |
| Data | Have read-only access to bank statement adjustments from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete bank statement adjustments. |
| Edit | Edit bank statement adjustment records. |
| Read | Have read-only access to bank statement adjustment records. |
| Report | Run reports with bank statement adjustment information. |
| Report Designs | Create and edit report designs with bank statement adjustment information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit saved answers related to bank statement adjustments. |
| Shared Filters | Create and edit shared filters on bank statement adjustments. |
| Visible | View the Bank Statement Adjustments folder in the Navigation pane. |
Bank statement adjustments filters
The following built-in filters are available for bank statements:
| Filter Name | Effect |
|---|---|
| ? Amount Range | Prompts for a range of amounts and lists adjustments for amounts in the specified range. |
| ? Bank Account | Prompts for a bank account and lists the adjustments for the specified bank account. |
| ? Bank Statement | Prompts for a bank statement and lists adjustments for the specified statement. |
| ? Bank Statement Date | Prompts for a range of bank statement dates and lists adjustments on statements from the specified date range. |
| ? Date Range | Prompts for a range of adjustment dates and lists adjustments made in the specified date range. |
| New Bank Adjustments | Lists statement adjustments with a journal entry status of "New". |