---
title: "Adding and Editing Adjustment Types"
slug: "adding-and-editing-adjustment-types"
updated: 2026-07-21T14:08:11Z
published: 2026-07-21T14:08:11Z
canonical: "help.idibilling.com/adding-and-editing-adjustment-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding and Editing Adjustment Types

To add a new adjustment type, or edit an existing one:

1. Right-click a row and select **New** or **Edit**.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79162.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A13Z&se=2026-11-14T11%3A58%3A13Z&sr=c&sp=r&sig=dDE6JrOMg2cZDTmiA00GCkxn5nHIQK%2F82U1v1SbC9tA%3D)
2. Enter the Type ID.
3. Enter the Description of the Adjustment Type.
4. Select the Tax Class from the list.
5. Select the Start Date from the calendar.
6. Select the End Date, if appropriate.
7. Check the following as appropriate:
  - Is Write Off
  - Is a Charge
  - Is LEC Billed
  - Allow Duplicates
8. Select one or more User Groups to determine which class(es) of users will be permitted to select this Type when adding an adjustment. Not selecting any group makes the Type available to all users.
9. Click **Edit** to change the General Ledger Properties. This displays the Edit Assigned GL Accounts window.

![Edit Assigned GL Accounts Adjustments](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/54358.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A13Z&se=2026-11-14T11%3A58%3A13Z&sr=c&sp=r&sig=dDE6JrOMg2cZDTmiA00GCkxn5nHIQK%2F82U1v1SbC9tA%3D)
10. Select **Inherit** or **Override**.
11. Select the appropriate **GL Account**.
12. Click **Save**. This returns you to the Edit/Add Adjustment Type window.
13. Click **Save**.