Ajera User Group: Credit Memos – Trickier Than You Think

SN’s Ajera Virtual User Group, where like-minded individuals from project-based firms converge for the opportunity to learn, collaborate, and most importantly, grow. We’re bringing together thought leaders in Architecture & Engineering, finance, and technology to help you map out your future.

Credit Memos – trickier than you think, and what about those client discounts?  Shawna Pace-Powers and Val Higgins will share insight into the various methods of Credit Memos and their impact on Financial and Project Reporting. Credit Memos have more options than most end users realize and can be potentially used for discounts – but do you know how it will impact your financial and project reporting?

Our team will present a thorough review of the Credit Memo option and also provide insight on how to best handle Client Discounts based on your firm’s policies and approach.

Attendees will learn:

• The three different types of Credit Memos
• GL mapping for each type of Credit Memo
• How to apply discounts via Credit Memos and/or Invoice Adjustments

Do you have a success story to share? We want to hear about it!