Adjust a Transaction

1. Look up the paycheck you want to adjust. How?
   1. In the Home window, click Employees & Payroll on the navigation pane.
   2. In the Tasks pane, right-click the Paychecks icon and select Adjust Paycheckfrom the menu.
2. (Optional) Fill in any information you want to include in order to shorten the results list (for example, the employee's name) and Click OK.
3. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
4. Select the paycheck you want to adjust and click Select.
5. Make the necessary changes to the paycheck.
6. If you are adjusting a paycheck:
• In the current calendar year, open the Paycheck menu and select Recalculate Taxes.
• In the previous calendar year, you must enter any changes to the employee's taxes manually.
• From the previous calendar year into the current calendar year, open the Paycheck menu and select Recalculate Taxes.
7. Click Process.

Note:

If you made any changes to the hours worked on a paycheck, the employee's Entitlements must be updated manually.

1. Look up the transaction you want to adjust.
2. In the transaction window, on the transaction menu, select Adjust. For example, in the Payments window, on the Payments menu, select Adjust Payment.
3. Make the necessary changes to the transaction.
4. (Optional) If the transaction includes items that use serial numbers now, but did not have serial numbers when the transaction was processed, click in the Quantity and Serial Numbers column and enter their serial numbers. (Enterprise)
5. Click Process.

Note: You cannot adjust payments to credit card companies.