1. Kladana
  2. Financials
  3. Financial Transactions

How to adjust account balance of counterparty and employee

In Kladana you can adjust the account balance of your counterparty or employee.

  1. In the Kladana workspace, select Financials → Adjustments.
  2. Click +Adjustment and select Account Balance in the drop-down menu.
  3. In the opened window, specify your Company, Counterparty (company or employee), and the Adjustment Sum. The Final Balance will be filled in automatically.
  4. Click Save. Balance Adjustment.png

You can also adjust the counterparty balance in the counterparty settings.

  1. In the Kaladana workspace, select Counterparties → Customers & Suppliers.
  2. Select the counterparty in the list.
  3. In the counterparty card, go to the Overview tab and click Create adjustment. counterparty card_Adjustment 1.png
  4. Specify your Company and click Create.
  5. In the opened window, specify your Company, Counterparty, and the Adjustment Sum. The Final Balance will be filled in automatically.
  6. Click Save.