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Carry out prepaid expenses and deferred income

Property Management

IC2706
Property Management

You can use prepaid and accrued items to spread an annual expense or revenue evenly over a specified period. This makes it easier to assess the financial performance of each month. Perform the accrual directly when entering the transaction.

Prerequisites

  • The G/L accounts for prepaid and accrued items (summary accounts) have been created

  • The G/L accounts are assigned to the company

  • Posting months/years must be available for future accruals

Procedure

Path to the starting point: Property Management - Property Accounting/Cost Entry - Outgoing Invoices or Path to the starting point: Property Management - Cost Entry/Property Accounting - Incoming Invoices

  1. Open the invoice you want to accrue.

  2. In the Partial Services/Invoice Items section, open the corresponding item.

  3. Open the Accrual section.

  4. Enter the date from which the accrual should begin.

  5. Enter the number of months over which the invoice amount should be allocated.

  6. Click Save in the toolbar.

You have completed the accrual. In the future, accruals will be posted to the collective accounts for accrued expenses or prepaid expenses in the individual posting months. They will then be visible in the Accrual Months section via an entry in the posting journal.

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