Here are the steps for Auto Bill-by-Bill Adjustment Guide. To learn more, you can also watch this RELY Online tutorial video:


       


To Auto O/S Adjustment bills in Rely, follow these steps,


    1. Select the Company: Begin by selecting the desired company for which the adjustment will be made.
    2. After logging in to the Company Main Menu, Go to Utilities > Bill by Bill Adjustment and press the Enter key.
    3. Select Auto O/s Adjustment to auto-adjust outstanding adjustments/ transactions.
      1. Transaction: If you wish to adjust the transactions of the Previous Year only, select Previous Year; otherwise, select All to adjust all transactions.
      2. Party: If you wish to adjust against a specific party, select the party; otherwise, select All to adjust for all.
    4. Rely will display a confirmation message: “This will remove all the O/S Adjustments and auto adjust all the receipts and other txns against invoices using FIFO.”

     If you wish to proceed, click on the Yes button. If you do not want to continue, click on the No button to exit.

    1. Upon clicking Yes, a pop-up message will appear saying: "Auto O/S Adjustment was successful!" and your entries will be adjusted accordingly.


If you wish to readjust or revert the adjusted entries, follow the same steps, and you will see the option to either revert or adjust again.


  • Revert: This option will reverse the adjustments made to the entries.
  • Adjust Again: This option will reapply the adjustments to the entries accordingly.



Related Topics:

1. Debtors

2. Creditors