---
title: Making Adjustments (Intacct)
slug: svb/making-adjustments-intacct
description: Find out how to access the adjustment feature by updating your plugin bundle to the latest version (2022.13). Stay up to date with the newest features and enhancements for a seamless user experience.
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2022-08-18T18:35:27.000Z
---

The adjustment feature is available to all users using the latest plugin **(2022.13).** Update the plugin bundle to access the adjustment feature

***

Adjustments, such as credit notes, must be defined at the vendor level. Once an adjustment is created for a specific vendor, for example, a $20 credit, it will automatically appear on all future bills for that vendor.

To ensure the credit amounts and references are correctly included in the Remittance Advice email, you must use **Account Payables → Adjustments **to create credit notes and make adjustments. 

When applying a credit amount to a bill, the system follows a rule: the oldest available credit value for that vendor will always be applied to the payment first.

:::hint{type="info"}
**NOTE: **Make sure that the adjustment type is a **Debit Memo**. The plugin does not currently support what native Intacct calls **Credit Memos**.
:::

***

## Make an Adjustment

To make an adjustment, follow these steps. 

:::::WorkflowBlock
:::WorkflowBlockItem
### Go to Adjustments

Navigate to** Account Payables → Adjustments.**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/dyNsDHOOJA7jAbVHOd3E3_screen-shot-2022-11-21-at-25610-pm.png" size="80" width="2196" height="1024" caption="Go to Adjustments" position="center" showCaption="true"}
:::

::::WorkflowBlockItem
### Make Adjustments

Input the amount you would like to apply to the bill in the** Credits to Apply** field.

![](https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/4eBVS-jkXx4MB5btaXRED_image.png "Apply credits")

The **Credits Available** column is updated every time the user modifies the adjustment in native Intacct or inputs an amount in **Credits to Apply**.

Please note that the applied credit cannot reduce the amount in the **To Pay **column to zero or a negative value. 

Select and pay the bill as usual, and the credit will be applied.

:::hint{type="warning"}
**IMPORTANT: **Using bills with a negative amount (i.e., -$10) as adjustments is currently **not supported** by the plugin. If you are using bills with negative amounts as part of your AP workflow to create credit memos, we recommend switching to adjustments. This is what Intacct recommends natively. 
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***

## FAQs

:::ExpandableHeading
**What if the amount is not right?**

If the amount auto-populated does not match what you would like to have as an adjustment, you can simply modify the corresponding adjustment. 

Simply head over to **Account Payables -> Adjustment** and select the adjustment you would like to modify. Change the AP term, and the auto-populated adjustment in the plugin will be automatically updated. This will directly be reflected in the** Credits Available** Column.
:::

:::ExpandableHeading
**What if there are no credits available?**

It is not possible to add any adjustments within the plugin. Head over to **Account Payables → Adjustment** to modify any adjustment.
:::

:::ExpandableHeading
**What if there are multiple adjustments?**

If there is more than one adjustment for a single vendor, native Intacct is replicated, and these are added together. This is reflected in the **Credits Available** column.

On the accounting side, the adjustment with the smallest adjustment number (1 is first, taken over 2) is first used. The end-user does not notice any difference, but this has an impact on the way the adjustments are used and closed.

The** To Pay** column will change every time a new adjustment is added in the **Credits to Apply** column. After the payment is completed and the memo(s) applied, the journal entries are written, the adjustment is marked as partially paid or paid, and the **Credits Available** is updated.
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:::ExpandableHeading
**Why do I get an error when paying two adjustments in a row?**

If you attempt to pay two adjustments consecutively for the same vendor, you may encounter the following error: "The credits available for Vendor A are less than what was applied to this payment."

This occurs because you tried to apply more credits than the amount currently listed as **Credits Available** in Intacct. The system may not have registered the depletion of credits from your first adjustment payment yet.

To resolve this, please resubmit the payment with an accurate credit amount. You must either:

1. Add more credits for the vendor in native Intacct.
2. Decrease the amount of credits you are attempting to apply for the payment.

Please note that when this error occurs, the bill will not be paid and will return to the **Bills to Pay** page. It will not appear on the history page.
:::