Before
Prepaid and fixed-asset schedules took manual setup and review, and it was hard to see what had already been handled and what needed attention.
Now
The AI Accountant creates and posts most prepaid and fixed-asset schedules automatically. When it's less confident, it saves a draft for you to review, adjust and approve.
A new JE Schedules experience
JE Schedules has been redesigned to make clear what the AI Accountant has done and what's left for you.
- Schedules created for you. The AI Accountant creates and posts most prepaid and fixed-asset schedules automatically.
- Drafts only when needed. When the AI Accountant is confident, the schedule goes live directly. When confidence is lower, it holds the schedule as a draft for review.
- Manual creation when you need it. The New menu creates prepaid and fixed-asset schedules by hand.
How to use it
- Open JE Schedules to see schedules the AI Accountant has created and posted.
- Review any drafts, adjust them if needed, and approve.
- Use New to add a schedule the AI Accountant didn't create.
Why it matters
- The AI does the heavy lifting. Most schedules are created and posted without manual work.
- You handle only the exceptions. Review is reserved for drafts the AI Accountant isn't confident about.
- A clear view of your schedules. The redesigned page shows what's live and what needs attention.
FAQ
Will the AI Accountant post schedules without review?
When it's confident, yes. When confidence is lower, it holds the schedule as a draft for review and approval.
Can I still create a schedule myself?
Yes. The New menu creates prepaid and fixed-asset schedules by hand.
Where to find it
AI Accountant › JE Schedules
Availability
Live for AI Accountant customers
