Writing to schedules

When you write a value on the Data Entry tab to an account that has a schedule, the value is written to the Unassigned element of the schedule. Use the Schedule tab to allocate values to the schedule detail.

The Unassigned value is automatically reduced by the amounts that you allocate, until zero is reached.

We recommend that schedules are provided only for Assets and Liabilities: that is, for balance sheet accounts. In all cases, the Schedule tab displays the opening and closing balances of the account.

  1. On the Data Entry tab, or in the configuration area, click the name of an account that has a schedule associated with it.
    The Schedule tab is enabled.
  2. On the Data Entry tab, enter the required value.
    The value is written to the Unassigned element of the schedule.
  3. Click the Schedule tab and allocate the value to the schedule detail.