---
title: "Transaction adjustments"
slug: "transaction-adjustments"
description: "Create adjusted transactions and edit adjusted transactions. "
updated: 2026-02-19T20:57:41Z
published: 2026-02-19T20:57:41Z
---

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

# Transaction adjustments

Make adjustments to a transaction if you need to fix an error, reverse a previous transaction, add the net difference from another transaction, reprocess a transaction, or make changes to the payees on a transaction.

## Adjust an existing transaction

You can only adjust transactions added by the system. When you adjust a transaction, it creates the adjusted transaction as a new transaction in the transactions table with the adjustments. This is to maintain data integrity and for auditing purposes. You can edit a transaction adjustment if changes are needed.

1. Go to **Commissions > Crediting Rule**.
2. Find and select the crediting rule you want to adjust transactions for.
3. Click the **Transactions**tab.
4. Find the transaction you want to adjust.
5. Click the **menu ⋮ > Adjust Transaction.**

![Adjust Transactions option highlighted from the menu.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(542).png)
6. In the **Adjustment Reason & Notes** section, complete the following:
  1. **Reason:**Add a reason for the adjustment.
  2. **Note:**Type a descriptions explaining the reason for the adjustment.
7. Optional. In the **Extracted Fields** section, click on the field data to make adjustments to the available extracted fields, as needed.
8. Optional. Under the **Payee**section, add, exclude, or adjust the splits for payees.
9. Click **Create Adjustment**.

## Edit an adjusted transaction

You can only edit adjusted transactions. Edits to an existing adjustment will change the adjustment and add additional notes on the adjusted transaction.

1. Go to **Commissions > Crediting Rule**.
2. Find and select the crediting rule you want to edit the adjusted transactions for.
3. Click the **Transactions**tab.
4. Find the adjusted transaction you want to edit.

> [!NOTE]
> Note
> 
> Adjusted transactions display with a **Notes**icon.
5. Click the **menu ⋮ > Edit Transaction.**

![Edit an adjusted transaction.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(554).png)
6. In the **Adjustment Reason & Notes** section, complete the following:
  1. **Reason:**Add a reason for the adjustment.
  2. **Note:**Type a descriptions explaining the reason for the adjustment.

> [!WARNING]
> Tip
> 
> Ensure your notes are descriptive of any edits you make to adjustments for auditing and tracking.
7. Optional. In the **Extracted Fields** section, click on the field data to edit the available extracted fields, as needed.
8. Optional. Under the **Payee**section, add, exclude, or edit the split and quota for payees.
9. Click **Update Adjustment**.