Single adjustment

A single adjustment is when you need to adjust an amount because something occurred outside of ordinary operational scenarios. For example, when transaction data is imported into the Pismo platform, you might need to correct for minor inconsistencies in values due to different rounding methods.

For more information about adjustments on the Pismo platform, refer to Forced operation vs. adjustment.

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Dual approval feature

If the optional Dual Approval feature is enabled for your organization, rather than making this change directly, the Pismo platform stores the operation as Pending and starts an approval request workflow. For more information, refer to Dual approval.

To make a single adjustment:

1. On the Accounts overview, select Actions > Make single adjustment.
2. Modify the values in any of the following fields.
   • Tracking ID
   • Value (adjustment amount)
   • Processing code
   • Description (required)
3. Select Submit.
4. Select Yes to confirm.