# 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 the 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 the end date to the previous period for adjustments which are no longer required.
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.
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'