---
title: "Moving Payments or Adjustments"
slug: "moving-payments-or-adjustments"
updated: 2026-07-14T17:46:35Z
published: 2026-07-14T17:46:35Z
canonical: "help.idibilling.com/moving-payments-or-adjustments"
---

> ## 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.

# Moving Payments or Adjustments

1. Click the **Payment** or **Adjustment** link in the far left column on the Account Balances view.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78728.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D)

This displays the Details page for the selected item. A **MOVE** button is available as long as it meets these requirements:

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78119.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D)
  - not a reversal
  - has been posted
  - has not been already reversed
  - did not originate from an E-Pay transaction
  - is not a corporate allocation child

- Click **MOVE** to move an adjustment. The ***Move*** window is displayed.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76937.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D)
- Enter the account number or account name and click ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78121.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D).
- The results are listed. Select the link of the Account Number to move the account to, and click **Save**.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76937.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D)

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78125.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A50Z&se=2026-11-14T12%3A11%3A50Z&sr=c&sp=r&sig=xyivvDk%2FU%2B160jP5Gw3SPo6%2BFcmBCZtftZZ7BmbCPIA%3D)