If you are sure an adjustment has not been accounted for, you may need to Create a New Billing Adjustment yourself.
Begin by hovering over Billing on the HMS menu.
Then, select Adjustments. This will open the Adjustments page.
If you have the authority to create new adjustments, you'll see a Create New Billing Adjustment link in the upper right of your screen. Click it.
Next, use the calendar function to select the correct date in the Invoice Date field.
In the +/- field, select whether the will be a Payment to Hotel or a Credit to UP.
You can enter any information or notes regarding the adjustment in the Adjustment Comments field, and you can also attach a file using the PDF File field if one is available, though neither of these fields are required.
Next, select an item from Billing Item Type dropdown menu that best describes the adjustment you're adding.
Then, enter a quantity in the Qty field. HMS will automatically add state and local sales taxes and keep a running total of the items and quantities you add to the adjustment.
Enter any other information relevant to the adjustment for that billable item in its Comments field.
Then use the calendar function in the Activity Date field to select the date on which the adjustment took place.
Finally, enter the Employee ID of the UP employee for whom the adjustment is about.
Click the Add link to create more lines to which you can add billable items.
Repeat steps 7-11 until you've entered all the billable items to be included on this adjustment.
Click <Save> to submit the billing adjustment.
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