Bitmosys

An adjustment is a one-off addition to, or deduction from, someone's pay or a client's charges — a bonus, a penalty, a correction, an agreed extra. Each adjustment is raised against a party (a worker or a client) and carries a reference number.

Open Adjustments from the sidebar (under the Finance group). The module has three tabs:

Adjustments — the full ledger, with the overview strip.
Approvals — adjustments waiting for a decision (with a count badge).
Categories — the categories your agency offers.

📷 Screenshot: The Adjustments module with its three tabs and the overview strip.

The overview strip

Above the ledger is an Overview panel with a period selector (This month, Last month, This quarter, Year to date):

Pending approval — how many adjustments await a decision, with a Review → link when there's a backlog.
Net additions — the total added to pay or charges in the period.
Net deductions — the total deducted.

The ledger

Each row is one adjustment. The columns include:

Column	What it shows
Reference	The adjustment's reference number.
Date	The date of the adjustment.
Party	The worker or client it's for.
Category	The adjustment category.
Amount	The value — +£ in green for an addition, −£ in red for a deduction.
Approval	Draft, Pending, Approved, or Rejected.
Payment status	Awaiting approval, Ready, Processing, or Paid.
Picked by run	Whether it's been pulled into a pay/invoice run.

Search and filter as on any list, and raise one with New adjustment.

Raising an adjustment

Click New adjustment and fill in the form:

Party type — Employee, Sub-contractor, or Client — then pick the party.
Category — the picker is constrained to categories that apply to that party type.
Calc mode — how the amount is worked out:
- Fixed — you type the amount directly.
- Hours-based — enter Hours and a Rate and the amount is calculated for you (hours × rate). If you override the calculated figure you must give an override reason.
Direction — Addition or Deduction.
Optionally link a Timesheet, set the Date, and add Notes.

The approval flow

Adjustments move through a review before they can be paid or charged. Open one from the ledger (or the Approvals tab) and use the footer actions:

Submit for approval — on a Draft or Rejected adjustment, sends it into the approval queue.
Approve / Reject — on a Pending adjustment. Rejecting asks for a reason for rejection, which is kept on the record and shown back to whoever resubmits.
Once Approved, an adjustment is read-only — there are no further actions; the status badge tells the whole story.

The Approvals tab is the ledger scoped to Pending adjustments and carries a count badge on the tab while any are waiting. Deciding a row drops it out of the queue.

📷 Screenshot: An adjustment's detail panel with the Submit / Approve / Reject actions.

The overview strip

Above the ledger is an Overview panel with a period selector (This month, Last month, This quarter, Year to date):

Pending approval — how many adjustments await a decision, with a Review → link when there's a backlog.
Net additions — the total added to pay or charges in the period.
Net deductions — the total deducted.

The ledger

Each row is one adjustment. The columns include:

Column	What it shows
Reference	The adjustment's reference number.
Date	The date of the adjustment.
Party	The worker or client it's for.
Category	The adjustment category.
Amount	The value — +£ in green for an addition, −£ in red for a deduction.
Approval	Draft, Pending, Approved, or Rejected.
Payment status	Awaiting approval, Ready, Processing, or Paid.
Picked by run	Whether it's been pulled into a pay/invoice run.

Search and filter as on any list, and raise one with New adjustment.

Raising an adjustment

Click New adjustment and fill in the form:

Party type — Employee, Sub-contractor, or Client — then pick the party.
Category — the picker is constrained to categories that apply to that party type.
Calc mode — how the amount is worked out:
- Fixed — you type the amount directly.
- Hours-based — enter Hours and a Rate and the amount is calculated for you (hours × rate). If you override the calculated figure you must give an override reason.
Direction — Addition or Deduction.
Optionally link a Timesheet, set the Date, and add Notes.

The approval flow

Adjustments move through a review before they can be paid or charged. Open one from the ledger (or the Approvals tab) and use the footer actions:

Submit for approval — on a Draft or Rejected adjustment, sends it into the approval queue.
Approve / Reject — on a Pending adjustment. Rejecting asks for a reason for rejection, which is kept on the record and shown back to whoever resubmits.
Once Approved, an adjustment is read-only — there are no further actions; the status badge tells the whole story.

The Approvals tab is the ledger scoped to Pending adjustments and carries a count badge on the tab while any are waiting. Deciding a row drops it out of the queue.

📷 Screenshot: An adjustment's detail panel with the Submit / Approve / Reject actions.

Adjustments

The overview strip

The ledger

Raising an adjustment

The approval flow

Categories

On this page

Adjustments

The overview strip

The ledger

Raising an adjustment

The approval flow

Categories

On this page