Add or Edit Adjustment

Use the Add Adjustment screen to add an adjustment and the Edit Adjustment screen to edit an adjustment to profit and loss line items of a trade or in a Profit and Loss report.

To open this screen:

  1. Open the Trade Detail or Profit And Loss Report.
  2. Select the Results tab.
  3. Select a trade.

    The Profit and Loss table displays the line items of the trade with their profit or loss.

  4. To add an adjustment, right-click in the purchase or sales side of the trade as required and select Add Adjustment from the menu.
  5. To edit an adjustment, right-click the line item and select Edit Adjustment from the menu.

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