Problem Statement

Adjustments themselves can be posted in error, and a charity account that received a duplicate write-off or adjustment now shows an incorrect balance that misstates AR in the other direction. Finding the duplicated transaction and reversing exactly the right one is precise, error-prone work by hand, and an uncorrected duplicate leaves the charity population's account balances and reporting wrong.

Automation Solution

This automation identifies transactions in Epic with duplicate write-offs or adjustments and reverses the duplicate to correct charity-population account balances.