Before importing
Prepare payee, expense account, total amount, term, and start date values in the same order expected by the import panel.
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Support Center / Prepaid Expenses / Import/Export
Import an existing Prepaid Expense schedule
Import existing prepaid schedules from Reporting when legacy schedules need to move into Truewind, resulting in imported schedules that appear in the current prepaid workflow.
Workflow
Step 1
On the Left Nav Panel, click on Prepaid Expense Schedules
Use the highlighted control to continue through the workflow.
Step 2
Open Reporting. Click on IMPORT SCHEDULES
Use the highlighted import control to bring the source schedule data into Truewind.
Step 3
Review the schedule
Enter the required values carefully so the schedule and journal-entry details calculate correctly.
Step 4
Review the schedule
Use the highlighted import control to bring the source schedule data into Truewind.
Step 5
Review the schedule
Use the highlighted control to continue through the workflow.
Step 6
Transactions are now reflected in the Prepaid Expense Schedules
Confirm the page shows the expected result before continuing to the next step.
Step 7
Review the schedule
Use the highlighted control to continue through the workflow.
Step 8
Review the journal entry
Review the posting details and continue only when the journal-entry information is correct.
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