Why Identification matters
The Identification tab is the fastest way to turn newly surfaced prepaid candidates into schedules in the current UI.
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Bookkeeping / Prepaid Expenses
Create a Prepaid Expense Schedule Using Identification
Use the Identification tab as the main current workflow for turning a qualifying transaction into a prepaid schedule.
Workflow
Setup workflow
Step 1
Open the Identification tab
Go to Prepaid Expenses and stay on Identification so the transaction review list is visible.
Step 2
Narrow the list to the right account and month
Use the current account selector and month picker to focus on the transactions you want to evaluate.
Step 3
Use Create Schedule on the right transaction
Select the transaction that should become a prepaid schedule and start the Create Schedule workflow.
Step 4
Review the saved schedule
Save the schedule, then confirm it now appears in the reporting and reconciliation workflows instead of remaining untracked.
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