A Subtle Change to Balance Adjustments Posted Via AutoPost

There is a change to Collection-Master that affects everyone who posts balance adjustments via AutoPost.

Balance adjustments posted using AutoPost have added an ADJ code to the Paperless File Notes. As of CM9.1F.014, released on March 31, 2021, the code will be changed to *ADJ to avoid conflict with documents called ADJ.

What you need to do:
If you intend to post new balance adjustment transactions via AutoPost, add a document code in Document Management [1-7] as follows:

               CODE DESCRIPTION
*ADJ Balance Adjustment

If you previously posted balance adjustments via AutoPost and have an ADJ document configured in [1-7], leave it as is for the previously posted transactions.

If you have not or do not intend to post balance adjustments with AutoPost – no action is needed.

If you have any questions, please email our Client Success team.