Prepaid Expenses

Use the current Prepaid Expenses identification workflow to create a schedule from a transaction that should amortize over time.

Use the current Identification workflow to create a prepaid schedule when the underlying transaction came from a bill-related expense.

Use the Identification tab as the main current workflow for turning a qualifying transaction into a prepaid schedule.

Use the current prepaid schedule workflow to reverse or remove posted amortization when the posting should not remain in place.

Use the current Reporting export controls to download either the current term view or the full prepaid schedule set.

Use the current Reporting workflow to import legacy or externally maintained prepaid schedules into Truewind.

Use the current Prepaid Expenses reporting workflow to post amortization journal entries after you review the schedule terms for the selected month.

Use the current Reconciliation tab to compare prepaid schedules against the GL-facing view and resolve missing or mismatched items.

Use the current Reporting tab to review all schedules for the selected prepaid account, month, and export scope.