Account Level Adjustment

Account level automatically populates selected adjustment attributes in reconciliation using values from the participating target (PP) rows that form an adjustment plug. When Account Level (Max Balance) is enabled, the system identifies the participating account with the maximum balance and defaults the selected attributes using that account’s corresponding target values.

This ensures consistent, data-driven defaulting for adjustments created from multiple contributing rows, reduces manual entry, and improves downstream posting quality.

Steps to enable and configure

You don't need to do anything to enable this feature.