Reviewing the Amortization Schedules List

The Lists permission Amortization Schedules controls access to amortization schedules. For more information, see Access Levels for Permissions.

Go to Lists > Accounting > Amortization Schedules.

The Amortization Schedules page lists all active amortization schedules.

The following is shown for each schedule:

Date – The date the schedule was created
Type – Identifies whether the schedule is Standard or Variable
Status – The amortization status can be one of the following:
- Not Started – No expenses have yet been recognized.
- In Progress – Some expenses have been recognized, but not all.
- Complete – All expenses have been recognized for this schedule.
Source Transaction – Shows the transaction the schedule originates from.
Template Name – Shows the name of the template that created the schedule.
Schedule Name – Shows the name of the schedule. This is the same as the template name by default, but can be changed.
Amount – Shows the total amortization amount for the schedule, including amounts already recognized and amounts yet to be recognized.
Remaining Deferred Balance – Shows the amount on the schedule which has not yet been recognized.
Total Amortized – Shows the amount on the schedule which has already been recognized to date.

Variable schedules, which are linked to Projects, also show the following information:

Project – Shows a link to the associated project record.
% Total Amort – Shows the percentage of the schedule already recognized for all periods.

For each schedule in the list, you can:

Click Edit or View to open the schedule.
Click the name in the Schedule Name column, or click the number in the # column to view the schedule.
Click the invoice number in the Source Transaction column to view the invoice that the schedule was created from.
Click the Template Name to view the template used to create the schedule.
Click the Schedule Name to view the schedule.

You can select filters to limit the schedules showing in the list. Filter the list by the following: