Thanks to all of your feedback. This is great to hear. In reviewing 100s of support tickets I found the 'what should I do' question to be common.

If there are any other improvements rather they be new or clarifications on existing please post them here and we will all discuss them.

Thanks again for your participation.

Adding to the chorus, I also like the landing page.

We don't tax items, so most of the rest of it doesn't affect us.

Hi Brian,

I am very glad to see that you are giving admins an opportunity to provide input to planned changes. Please see below my inputs into the Updates to Make an Adjustment:
- I am not in favour of the landing page - I realise it could be helpful to people who don't do adjustments often, but it will become tedious for people who process many adjustments on the same day, and who already know and understand what each adjustment type does. I believe a linked 'Help' page with the same information would serve the same purpose. If that is not possible, then please give us the option of switching this option on or off per administrator.
- I am in favour of reverting to the only showing the GL CODES used on the invoice and then the rest of the GL Codes from GL CODE Management.

As these are suggested changes to the adjustment module, I have one additional suggestion. It would be helpful if we had the Option to close a membership dues invoice without amending membership expiry date / membership type. So for example, now when a dues membership invoice is credited and then closed, we have to go back and edit the member type and expiry date. It would be better if we had a "close and don't update ... option"

Val,

 Thanks for the feedback. I can see where the landing page would become an annoyance for those often utilizing the feature. We do not want to annoy our awesome admins. While we do not have the concept of "per admin preferences" other than selecting which alert types to receieve I will definitely keep this in mind when this project gets going.  With that said this may be a site-wide setting at first depending on the scope of the project.

 The approach to using help links was on the table. We have on-page help as well in some places. I wanted to approach this with the best of both worlds with on-page help that is placed next to the item being described and eliminate the need to depend on the admin to click a help icon.

 In regards to an option to close an invoice but not have the "close" functions run are you asking for this to be on the Make an Adjustment overlay or on the invoice details pages? I am a tad unclear on what is being updated that you are having to revert.

Thanks.

Have we considered a new approach for applying returning items with associated discounts.

This sounds like it may be a bug we need to fix.  If an invoice item has an associated discount and the invoice item is credited off the invoice we should also be crediting off the associated discount. We would need to ensure we do not overstate the amount of money owed to the purchaser if necessary.  For example, I paid for the Award Gala ticket at $40 and that included an early-bird discount of $10. If I am no longer attending the award gala or there was not enough tickets I will need a refund of $40 but if the $10 discount was also credited off the amount on the invoice would be -$50. A refund of $40 would be in order but what about the $10 discount. How would an admin resolve the remaining -$10 balance?

Was this effort abandoned? One of our pain points is the alteration of financial transactions (ie, making an adjustment).

Concepts raised above regarding the facilitation of adjustments by narrowing-down the GL codes presented to those already present in the invoice, are key.

Please advise.

Could we also have an adjustment category added that, if I need to cancel the invoice (i.e. apply a credit) that it DOES NOT automatically update the membership expiry date and mark them as 'Paid' please? I have to then go back into the record an manually re-correct the membership date as expired....