9. Discounts, Adjustments, and Write-offs

Discounts, Adjustments, and Write-offs

This step identifies discounts, adjustments, and write-offs that you have entered into your accounting system. If you wish to include the adjustment on the reconciliation, select the line that needs to be adjusted for, then add a comment to confirm whether your lender needs to adjust or not.

If you are unable to locate an adjustment, please enter it under the Reconciling Items page in a later step.

Once you have identified and commented on all items to be included, click Save and Continue.

Items without a comment will be adjusted.