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Working With Your Statement of Adjustment Defaults

Zoha avatar
Written by Zoha
Updated today
start iorad content - don't remove it

6 STEPS

1. Click settings

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2. Select matter defaults

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3. Select statement of adjustments

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4. Click here if you are editing a sale template

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5. Click here if you are editing a purchase template

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6. Now, you can set whether you would like the breakdown to show for every adjustment type set for sales and purchases

De-select the checkbox if you wish to not include these details in the document on every adjustments going forward

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Next steps: Go Live OR Practice

start iorad content - don't remove it


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