Creative Use for the Ajera Adjustment Phase

May 13, 2026
01:30pm-02:30pm EDT
At Your Desk, GoToWebinar

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 your future.

Creative Use for the Ajera Adjustment Phase

Did you know that Adjustment phases can provide significantly more than just a manual workaround? When leveraged correctly, they offer a high level of control and flexibility for managing complex AE billing scenarios.

Join us as we explore how to transform the Adjustment phase into a strategic tool to handle everything from charitable initiatives to complex tax requirements.

During this User Group, you’ll learn how to:

  • Withhold and bill retention with precision using our proven method.
  • Create pro bono invoices that effectively highlight the value of your services without impacting your bottom line.
  • Reduce invoices to align with NTE budgets by leveraging adjustment phases to manage contract constraints.
  • Add State/Local tax to client invoices to ensure accurate billing and compliance.
  • Add administrative, software, or other special fees directly through the adjustment phase.
  • Control GL outputs to ensure total financial accuracy in how your data flows to the General Ledger.

CPE: 1 NASBA CPE

Prerequisites: None
Advanced Prep: None
Credit Type: Computer Software & Applications
Program Level: Basic
Delivery Method: Group Internet-Based