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How to use the schedule view

Written by Andrea Sellers

The schedule view shows a detailed view of all accruals in a given financial year and their movement from one month to the next. There is a separate schedule for accrued costs and revenues:

You can change which financial year you are viewing using the year switcher in the top right corner and you can also create an accrual and access the journals from here. Note: you can also click the month you'd like to view the journal for to open the modal.

You can quickly and easily make inline edits to any accruals by clicking the relevant row and opening the edit mode:

once you have made any required changes, don't forget to click save in the bottom right corner.

From this page you can also click the three dot menu to edit the original accrual in the modal, duplicate or delete an accrual:

Note: The total accruals from Xero / QBO at the bottom of the schedule are equal to the sum of the nominal codes provided in settings for that given month. See this article for more details on settings

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