Manage balance adjustment reasons

Neo provides you with three default reasons to use when applying a balance adjustment to a client account:

• Balance Adjustment
• Finance Charge
• Returned Check

The balance adjustment reasons can be customized based on your practice’s needs.

For multi-branch practices: Balance adjustment reasons are managed per branch.

Permissions: System Admin 

1. Click your name in the menu bar. Then click Administration.
2. Under System Admin, click Financial Settings.
3. If you have more than one branch, locate the branch to edit.
4. Under Account Balance Adjustment Reasons, your current account balance adjustment reasons display in alphabetical order.
   • To add a balance adjustment reason, type the name in the box. Then click the plus sign.
     Note: The new reason will be added at the end of the list. Click and drag the reason to reorder.
   • To delete a balance adjustment reason, click the x on the tag. 
     Note: You must have a least one account balance adjustment reason. Deleting a balance adjustment reason removes the selection from the adjustment reason list but does not remove it from any historic records.