Before importing
Make sure the prepaid account and calculation assumptions match the schedules you are bringing into Truewind.
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Bookkeeping / Prepaid Expenses
Import an Existing Prepaid Expense Schedule
Use the current Reporting workflow to import legacy or externally maintained prepaid schedules into Truewind.
Workflow
Setup workflow
Step 1
Open Prepaid Expenses > Reporting
Go to Reporting so the schedule table and import actions are available.
Step 2
Open Import Schedules
Use the Import Schedules action from the Reporting header to open the current import modal.
Step 3
Fill in the schedule rows to import
Enter or paste the schedule data into the import modal so each row matches the prepaid structure you want in Truewind.
Step 4
Submit the import and review the result
Complete the import, then confirm the new schedules now appear in the reporting table for the selected account and month context.
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