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Bookkeeping / Prepaid Expenses

Create a Prepaid Expense Schedule

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

Workflow

Setup workflow

Step 1

Go to Prepaid Expenses and use the Identification tab so you can review transactions for the selected prepaid account and month.

Step 2

Use the account selector and month picker to narrow the list to the transactions you want to review.

Step 3

Find the transaction that should become a prepaid schedule and use the Create Schedule action from the current list workflow.

Step 4

Fill in the amortization details and save the schedule so it becomes part of the prepaid workflow.

Confirm the schedule length, dates, and account selection are correct before you rely on the amortization output.

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