Backdated Ledger Adjustments

Backdate Ledger Adjustments

Article Content: Once This Is Enabled, Users Will Be Able To Backdate Ledger Adjustments For Members (Enter In A Date In The Past)

TIP: If you use QuickBooks and there is a dated ledger adjustment prior to last QuickBooks sync, you will not be able to retro prior to the last QuickBook sync. 

Step 1: Check to make sure this setting is toggled on by clicking on Settings, then Membership Settings.



Step 2: Scroll down until you see the setting Allow Date Specific Ledger Adjustments, and toggle it on.



Step 3: You will now be able to backdate a ledger adjustment by going to the members profile, clicking on the Membership tab, and under Ledger, select Make Adjustment.

Step 4: In the Adjustment pop-up, you will be able to enter a date from the past.





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