Good follow-up check
After saving, confirm the transaction is no longer waiting in Identification as an untracked prepaid candidate.
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Bookkeeping / Prepaid Expenses
Create a Prepaid Expense Schedule for Bills
Use the current Identification workflow to create a prepaid schedule when the underlying transaction came from a bill-related expense.
Workflow
Setup workflow
Step 1
Open Prepaid Expenses > Identification
Go to the Identification tab so you can review candidate transactions for the selected prepaid account and month.
Step 2
Find the bill-related transaction
Locate the bill transaction that should turn into a prepaid schedule rather than remain a one-period expense.
Step 3
Start Create Schedule
Use the Create Schedule action from the transaction row to open the current schedule form.
Step 4
Save the schedule details
Complete the schedule form and save it so the bill-related transaction is tracked through the prepaid workflow.
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