Reviewing the Amortization Schedules List
The Lists permission Amortization Schedules controls access to amortization schedules. For more information, see Access Levels for Permissions.
To view a list of amortization schedules:
Go to Lists > Accounting > Amortization Schedules.
The Amortization Schedules page lists all active amortization schedules.
The following is shown for each schedule:
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Date – The date the schedule was created
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Type – Identifies whether the schedule is Standard or Variable
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Status – The amortization status can be one of the following:
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Not Started – No expenses have yet been recognized.
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In Progress – Some expenses have been recognized, but not all.
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Complete – All expenses have been recognized for this schedule.
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Source Transaction – Shows the transaction the schedule originates from.
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Template Name – Shows the name of the template that created the schedule.
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Schedule Name – Shows the name of the schedule. This is the same as the template name by default, but can be changed.
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Amount – Shows the total amortization amount for the schedule, including amounts already recognized and amounts yet to be recognized.
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Remaining Deferred Balance – Shows the amount on the schedule which has not yet been recognized.
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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:
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Project – Shows a link to the associated project record.
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% Total Amort – Shows the percentage of the schedule already recognized for all periods.
For each schedule in the list, you can:
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Click Edit or View to open the schedule.
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Click the name in the Schedule Name column, or click the number in the # column to view the schedule.
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Click the invoice number in the Source Transaction column to view the invoice that the schedule was created from.
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Click the Template Name to view the template used to create the schedule.
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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:
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Posting Period
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Status
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Transaction Type