Knowledge BaseCategory
Unified Financial Adjustments
A complete guide to the new global ledger for write-offs, vendor discounts, and manual adjustments.
The Unified Ledger System
GuruduX has unified all financial adjustments. This ensures that whether you are doing a real estate write-off or a vendor discount, the financial math remains perfectly accurate across all dashboards and client portals.
Types of Adjustments
Discount / Write-off
Used when a client balance is forgiven or discounted. Reduces the net payable amount without creating cash.
Reimbursable Expense
Used for expenses incurred on behalf of a client that must be added to their total balance due.
Applying a Manual Adjustment
To apply an adjustment to a project's finances:
- Go to Operations > Payments in the sidebar, and click the Adjustments tab (or open a Project and view its Adjustments section).
- Click the Add Adjustment button.
- Select the type (Discount or Reimbursable), enter the amount, and add a description.
- The adjustment will instantly reflect in the project's Financial Summary and Outstanding balance calculations.
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