# Reviewing your Monthly Adjustments

The monthly process will differ from business to business. Below are the typical steps in the process.

1. Go to the adjustment tab and view your adjustments.
2. Use the categories to review existing adjustments. For example, you could have a ‘Monthly’ category which indicates that the particular adjustment needs to be reviewed monthly.
3. Change end date of adjustments where required. Note: end dates can be changed even for adjustments which have entries in locked periods
4. Review adjustments based on recognized to dates. For example, examine adjustments with a ‘recognized to date’ in the previous period and see if they need to be reviewed.
5. Adjust for any known changes, for example payments made against individual accruals, changes in estimates, etc. This can be done by clicking the individual adjustment and then selecting edit, delete or payment in order to allow for payments made. You can only edit or delete adjustments which do not have entries in locked periods, with the exception of the entry end date.
6. Add in any other new adjustments not covered above.

When complete, export the period report to excel and download both the journal and the reversing journal to be imported into your accounting system or in the case of Xero you can simply click 'post to Xero'