Use the Unit Balance Ledger view to make an adjustment to a selected unit balance category. To do this:
Open the Unit Balance overview. See Accessing Unit Balance.
From this window, select a row corresponding to the category you wish to view.
Right-click and select View Unit Balance Ledger.
To make an adjustment, right-click on the row and select Make Adjustment.
Note
The Available and Expiration dates that will be applied to the adjustment are derived from the selected row, so consider what dates you want to use before selecting a row.
This displays the Unit Balance Adjustment dialog.
Select Debit or Credit.
Enter the amount to be debited or credited.
Enter a description (optional).
Click Save.