Adjustments and Corrections

The information in this tab is based on selected filters where bills are retrieved along with adjustment, refund adjustment, write-off adjustment, and correction details. This tab contains the following cards:

Billing Adjustment Summary – This card shows the total count of bills and total amount for various processes based on the selected filters. It contains the following sections:
- Write-Off Bills – Displays total adjustment amount and total bill count on which write off adjustments are created. The write off bills detailed summary page displays the following information:
  - Customer Name
  - Customer Identifier
  - Account Identifier
  - Account ID
  - Bill ID
  - Bill Date
  - Bill Amount
  - Write off Amount
- Refunded Bills – Displays total adjustment amount and total bill count on which refund adjustments are created. The refunded bills detailed summary page displays the following information:
  - Customer Name
  - Customer Identifier
  - Account Identifier
  - Account ID
  - Bill ID
  - Bill Date
  - Bill Amount
  - Refund Amount
- Adjustment Bills – Displays total adjustment amount and total bill count on which other adjustments are created. The adjustment detailed summary page displays the following information:
  - Customer Name
  - Customer Identifier
  - Account Identifier
  - Account ID
  - Bill ID
  - Bill Date
  - Bill Amount
  - Adjustment Amount
- Corrections – Displays total corrected amount along with total corrected bill count. The corrections detail summary page displays the following information:
  - Customer Name
  - Customer Identifier
  - Account Identifier
  - Account ID
  - Original Bill ID
  - Corrected Bill ID
  - Bill Date
  - Original Bill Amount
  - Corrected Amount
Billing Adjustment Summary (Chart) – This Chart view of the Billing Adjustment Summary card contains the following information:
- Displays a Donut chart containing information of Write-Off Bills, Refunded Bills, Adjustments, and Corrections.
- The Total (Bill) Amount appears at the center of the Donut chart in a compact, rounded format (e.g., $10,000 is shown as $10K).
Trend Analysis – This card works on the following conditions:
- If the Bill Cycle filter is selected, the Trend Analysis card displays the amount and count for refunds, write-offs, adjustments, and corrections across the last 13 bill cycles.
- If the Bill Cycle filter is not selected, the Trend Analysis card displays the amount and count for refunds, write-offs, adjustments, and corrections over the last 13 months.