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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Support Center / Prepaid Expenses / Manage
Create a Prepaid Expense schedule using identification
Create a prepaid schedule from the Identification tab when a transaction should amortize over time, resulting in a tracked schedule instead of an unreviewed candidate.
Workflow
Step 1
Open Bookkeeping
Use the highlighted control to continue through the workflow.
Step 2
Select Bank Transactions
Use the highlighted control to continue through the workflow.
Step 3
Review the schedule
Use the highlighted control to continue through the workflow.
Step 4
Tag it as Prepaid Expenses
Use the highlighted control to continue through the workflow.
Step 5
Don't forget to save and sync it
Use the highlighted control to continue through the workflow.
Step 6
Review the transaction
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
Select CREATE
Use the highlighted control to continue through the workflow.
Step 9
Review the schedule
Choose the option that matches the account, period, or schedule you are working with.
Step 10
Open Reporting
Use the highlighted control to continue through the workflow.
Step 11
Your schedule for Essex Property T is ready to post in REPORTING
Confirm the page shows the expected result before continuing to the next step.
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