Edit or delete prepaid expense schedules

Whether you edit a prepaid expense schedule or delete and create a new schedule depends on where the schedule is in the workflow, which is indicated by the schedule status.

Subscription

Prepaid Expense Amortization
User type

Business
Permissions

Prepaid Expense Schedule - List, Edit, View, Delete

Edit a prepaid expense schedules in review

Before you generate your prepaid expense schedule, it's a good idea to make any necessary changes to the schedule first, while you can still make changes to every field, including the prepaid expense class. You can't make changes to the Type or Status of a prepaid expense schedule.

  1. Go to Prepaid Expense Amortization > Prepaid Expense Schedules > Prepaid Expense Schedules.

    A list of all prepaid expense schedules appears.

  2. Select Edit beside the prepaid expense schedule you want to change.
  3. Make any necessary changes to the prepaid expense schedule record.
  4. Save your changes.

Edit an already generated prepaid expense schedules

When a prepaid expense schedule has a status of Schedule Generated, you can still make edits to the schedule and the schedule entries.

You can only edit the prepaid expense class of a prepaid expense schedule if the prepaid expense schedule has a status of Review. If the prepaid expense schedule has a status of Schedule Generated, then any edits to the prepaid expense class will not apply to the related schedule entries because the schedule entries have already been generated according to the old prepaid expense class. In these cases, delete the schedule, then create and generate the prepaid expense schedule again with the correct prepaid expense class to get the correct schedule entries.
Scenario Task
Bill or vendor invoice Edit the bill or vendor invoice itself, then post the transaction again. The system generates a related prepaid expense schedule and the related schedule entries again. These newly generated records override the old records.
Bill or vendor invoice is already paid Delete the associated prepaid expense schedule and schedule entries, then create a manual prepaid expense schedule and include the bill or vendor invoice Record number in the AP Bill field on the prepaid expense schedule. Enter information as needed.
Manual or imported schedule You can edit anything on this as usual, except for the prepaid expense class.

Edit in-progress prepaid expense schedules

Though you can't make any edits to the prepaid expense schedule record itself or its related schedule entries after you approve and start a schedule, you can still fix mistakes on prepaid expense schedules after they have been approved and started with some additional steps.

To edit an in-progress schedule:

  1. Delete the current prepaid expense schedule and schedule entries.
  2. Create a new manual prepaid expense schedule.
    For prepaid expense schedules that come from a bill or vendor invoice, be sure to include the Record number in the AP Bill field on the manual prepaid expense schedule.
  3. Generate, review, then approve and start your prepaid expense schedule as usual.

Delete prepaid expense schedules

  1. Go to Prepaid Expense Amortization > Prepaid Expense Schedules > Prepaid Expense Schedules.

    A list of all prepaid expense schedules appears.

  2. Select Del beside the prepaid expense schedule you want to delete.
  3. In the Delete Record window, select Yes, then select Delete.