Before
Creating a schedule started with deciding how often an entry posts, before saying what it was. Most month-end estimates are one-offs, so that order slowed down the most common task.
Now
Pick Accrual, Fixed Asset or Prepaid from the New menu. Accrual opens a one-time accrual, with recurring one click away, and Match New is in the menu on every tab.
Start from what you're recording
The New menu on JE Schedules is now organized by schedule type, so the first choice is what you're booking, not how often it posts.
- Three schedule types. Pick Accrual, Fixed Asset or Prepaid. One-time versus recurring only comes up for accruals, the only type where it applies.
- One-time by default. Choosing Accrual opens a one-time accrual, and recurring is one click away inside the same form. A single-month estimate no longer needs a one-month recurring schedule.
- Match from anywhere. Match New is in the New menu on every tab, not just Actual Matching. Starting a match from Review or Existing schedules takes you to Actual Matching with the match form already open.
- Cleaner form. Fields now highlight consistently on hover.
How to use it
- Go to JE Schedules and click New.
- Choose Accrual, Fixed Asset or Prepaid.
- For an accrual, fill in the one-time form, or switch to recurring inside the same form.
Why it matters
- The common task is the fast one. Most month-end estimates are one-offs, and now they're the default.
- Fewer clicks to match. Start a match from any tab without switching to Actual Matching first.
FAQ
Can I still create a recurring accrual?
Yes. Choose Accrual, then switch to recurring inside the same form.
Why does Accrual open a recurring schedule for my company?
One-time accruals and Match New need accruals enabled for the company. Without it, Accrual opens a recurring schedule.
Where to find it
AI Accountant › JE Schedules › New
Availability
Live for Expense Automation customers
