Downloading adjustments

There are two ways of downloading adjustments to provide to a client outside of the normal FC Client packs.. 

The first is to go to the Adjustments menu at the top of the client home screen. There you can select Download/Upload and then Download XLS. This will save the file to your computer. You can now format this file to suit your client. You will then need to upload it into the clients Documents space (see guide here) - this will then allow you to access it from any paperclip and attach it to the Key Documents - Completion reconciliation in the Completion workflow.

The second way is to use the Export menu, select 'Adjustments PDF' from the Choose a Bundle drop down menu. When this loads, you can alter the option to include or exclude Internal Adjustments and use original (client) nominal codes:

This is a more straight forward way to create a pdf version of the adjustments, but you cannot obviously alter the format here. You should, as above, save this document in the client's Documents, this time by using the folder icon on the Export History screen.