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The Pro-Rate tab displays a list of all pro-rated adjustments entered on your file. Entries can be edited or deleted from this list by using the blue Edit and Delete links.
Entries can also be re-ordered using the drag and drop icon. Click on the icon and drag the entry to the location of your choice.
Add New Pro-Rated Adjustment - Click this link to add a new pro-rated adjustment to your file.
Amount - Enter an amount for the account you wish to pro-rate
Adjustment Date - This field will display the adjustment date entered on the transaction screen and can be edited on this screen.
Is Paid - Select this option if the account you are pro-rating has been paid. The system will determine who to credit based on this option.
Start Date - Select the start date for the billing period from the calendar widget that appears when you click into the field.
End Date - Select the end date for the billing period from the calendar widget that appears when you click into the field.
Description - Enter a description for the pro-rated adjustment. Whatever is entered in this field will appear on the Statement of Adjustments.
Calculation Preview (generate) - The calculation preview will complete automatically for you when you click the generate link or when you click save. The calculation will be completed based on the information entered into the above fields and cannot be edited by you. This will adjust automatically if you change the completion date. This field cannot be edited by you.
Adjusted Amount Preview - The calculation preview will complete automatically for you when you click the generate link or when you click save. The calculation will be completed based on the information entered into the above fields and cannot be edited by you. This will adjust automatically if you change the completion date. This field cannot be edited by you.
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