Accessing the Statement of Adjustments (AB)

Accessing the Statement of Adjustments (AB)

To access the Statement of Adjustments, navigate to the Financial Screen and select the appropriate tab. Financial adjustments can be added on the Statement of Adjustments screen. The Price and Deposit(s) populate this screen from the information entered in the Basic tab → Contract Details tab.

Click on the Add button to further add required adjustments. To activate an adjustment, click on Add and select a type of adjustment to include in the Statement of Adjustments. 

As an example, if you select Property Taxes, a popup appears, and you can complete the Tax Adjustment details with the calculator.

Order of Adjustments

If you have added multiple adjustments, you can right click on an adjustment that you have entered and move the item up or down on your list by selecting Move StmtAdjItems Up or Move StmtAdjItems Down. You can also remove it by right-clicking on the adjustment and selecting Remove StmtAdj Items.

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