If you've previously been running your deferred revenue or prepayment process outside of Mayday, then you'll likely have some opening balances you need to import.
Simply head to the relevant settings page for Deferred Revenue or Prepayments
and click the create button next to the Import opening balances section. This will open a modal explaining the process:
Click confirm and this will generate the google sheet in the background. Once the sheet is created the modal will close and a link to the google sheet will appear where the create button previously was
If you follow the link this will open up the google sheet where you can input the required information.
It is up to you how you want to present this information - you can bulk everything together as one opening balance or include them line by line. Once the information is added to the sheet it will auto sync to the schedule in Mayday
You can edit these at any time by either following the link from settings, or directly in the schedule using the edit icon next to the relevant line or by clicking the google sheet icon.
Tips for using the google sheet
References can be whatever you want them to be - something general like "Opening balances" or something more specific such as "12 month annual contract with X". Whatever you use here is what will show up in your schedule
Fields B-F are required, G onwards are optional inputs
There are handy hints and tips in the column headers if you get stuck