View an Adjustment

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific adjustment that was mad to a bill. You can access adjustment history details from the Billing tab.

To view adjustment details:

  1. Access the Customer Information Hub for the billing account you want to review and select the Billing tab.
  2. If necessary, use the filters above the table in the Financial History section to locate the adjustment you want to view.
  3. Select the hyperlink in the Transaction Type column for the adjustment record.
  4. The system displays the View Adjustment Summary drawer on the right side of the screen, which includes:
    • Adjustment Status and Title
    • Adjustment ID
    • Arrears Date
    • Bill ID
    • Amount
    • Status
    • Last Bill Issued
    • Adjustment Type
    • Premise
    • Service Agreement
    • Financial Details
    • Calculation Details
  5. Optionally, to view additional details, select the hyperlinks in the Bill ID, Premise, Service Agreement, or Financial Transaction fields to navigate to the detailed page for that record. Use your browser's Back button to return to the View Adjustment Summary drawer.
  6. To close the drawer, select the X at the top.

Parent topic: Financial History