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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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 Expense
Use the highlighted control to continue through the workflow.
Step 2
Review the schedule
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Step 3
Select Three Dots
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Step 4
Select Add To Existing Schedule
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Step 5
Select Select Schedule
Choose the option that matches the account, period, or schedule you are working with.
Step 6
The dropdown shows all existing schedule in the same month
Confirm the page shows the expected result before continuing to the next step.
Step 7
Check on
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Step 8
Save changes
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Step 9
Open REPORTING
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Step 10
Select the schedule you added to
Use the highlighted control to continue through the workflow.
Step 11
The new amount is the sum of two debit Prepaid Expenses
Use the highlighted control to continue through the workflow.
Step 12
Select Terms
Use the highlighted control to continue through the workflow.
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