If there is an automatic withdrawal from your bank account, for example, a mortgage payment that is withdrawn every month, you can record it by creating an adjustment payable. For an adjustment, Breeze does not generate a check. Another example would be an online payment--you need to record the payment in Breeze, but there's no check.

Adjustments are tracked with a separate numbering sequence and appear as Adjustments on the Bank Reconciliation screen. The numbering sequence is set up on the Bank Account screen.

Go to Accounting > Accounts Payable > Payables. Click the Add New button.

Complete the Payable screen as you normally would.

In the Type field, select Adjustment.

Click Save.

If the payment has already been withdrawn from your bank account, you can process the payable immediately. Click the Pay Now button at the top of the screen.

You can also process adjustment payables in bulk on the Make Payments screen.

Payment records for adjustments display an Adjustment Number, not a check number. Adjustment numbers are a separate sequence.

For automatic withdrawals that occur on a regular basis, for example, recurring automatic payments, you can create a payable template and select the Adjustment check box. With a payable template, you do not have to re-enter the data every month.

If you use invoice approval workflows instead of payables, you can create an adjustment invoice.

When you create the invoice, select Adjustment in the Type field. When the invoice is approved, it becomes an adjustment payable, and can be processed as described above.