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Support Center / Prepaid Expenses / Manage

Add multiple Prepaid Expenses to one schedule

Add another Prepaid Expense transaction to an existing schedule when related costs should amortize together, resulting in a combined schedule amount.

Workflow

Step 1

Open Prepaid Expenses

Go to Bookkeeping > Prepaid Expenses and keep Identification selected for the prepaid account you want to review.

Truewind Prepaid Expenses page with the Identification tab selected for a prepaid expense account

Step 2

Review transaction

Find the transaction that belongs on an existing schedule and confirm it is not already tracked.

Identification table showing a prepaid expense transaction that is missing a schedule link

Step 3

Open actions

Use the row action menu for the transaction that should be added to an existing schedule.

Row action menu opened for an untracked prepaid expense transaction

Step 4

Choose Link To Existing

Select Link To Existing Schedule when the cost should be attached to a schedule that already exists.

Associate Transaction with Schedule modal opened from the Link To Existing Schedule action

Step 5

Review details

Check the payee, amount, and transaction date before choosing the schedule to link.

Association modal showing transaction details and an empty schedule selector

Step 6

Open schedule list

Open the schedule selector to see schedules available for the transaction period and prepaid account.

Schedule selector dropdown listing available prepaid expense schedules

Step 7

Select schedule

Choose the schedule that should receive the additional prepaid expense transaction.

Association modal with an existing schedule selected for the transaction

Step 8

Review save state

Decide whether to increase the schedule capitalized amount, then save only after the selected schedule and amount treatment are correct.

Association modal showing the capitalized amount option and Save button before changes are applied

Step 9

Open Reporting

After saving, switch to Reporting for the same prepaid account and accounting period.

Reporting tab showing prepaid expense schedules for the selected account

Step 10

Review schedule list

Find the schedule you updated and confirm the table shows the expected payee, document number, account, and remaining balance.

Reporting table with the schedule list visible for review

Step 11

Open schedule details

Select the schedule row to review the schedule fields, capitalized amount, and amortization method.

Edit Schedule modal showing schedule dates, amount, payee, accounts, and terms

Step 12

Review balance history

Use Balance History to confirm the schedule balance reflects the linked transaction as expected before posting future amortization.

Edit Schedule modal showing balance history after reviewing the linked prepaid expense schedule

When to use this workflow

Use this when a new debit transaction belongs on an existing schedule for the same month rather than needing its own schedule.

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