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Create transactions from an amortization schedule

You can import amortization schedules from TValue XML files in Accounting CS. After importing, you can use these schedules when entering transactions.

Create transactions without Accounts Payable

  1. Set up the amortization schedule for your vendor.
  2. Select
    Actions
    , then
    Enter Transactions
    .
  3. Select
    Check
     or
    Payment
     in the
    Type
     field.
  4. Select the schedule in the
    Template
     field.
  5. Verify the auto-filled information.
  6. Select
    Enter
     to save.

Create transactions with Accounts Payable

  1. Set up the amortization schedule for your vendor.
  2. Select
    Actions
    ,
    Enter Payables
    , then the
    Detail
     tab.
    note
    With Accounts Payable enabled, you need to use the Enter Payables screen, not Enter Transactions, for amortization schedules.
  3. Select the schedule in the
    Temp/Amort
     field.
  4. Verify the auto-filled information.
  5. Select
    Enter
     to save.
After saving, Accounting CS updates the
Next due date
 in the
Amortization Schedules
 window.

This article applies to:

  • PRODUCT: Accounting CS Client Access