Editing an Amortization Schedule

Depending on your setting for the preference Allow Users to Modify Amortization Schedules, you can change schedules after they are created. See Setting Amortization Preferences.

You can change the name of the schedule and the account, posting period, and amount for existing schedule lines. Changing other values and adding lines to the schedule are not supported.

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

To edit an amortization schedule:

  1. Go to Lists > Accounting > Amortization Schedules.

  2. Choose a period in the Posting Period dropdown list to filter the list.

  3. Click Edit for the schedule you want to change.

  4. Click the line you want to change.

    You can edit the account, posting period, and amount for that line.

  5. When you finish changing the line, click OK.

  6. Repeat steps 5 and 6 for any other lines you need to change.

    The total of the schedule line amounts must equal the Amount of the amortization schedule.

  7. Click Save.

Related Topics

Amortization Schedules
Reviewing the Amortization Schedules List
Viewing an Amortization Schedule
Mass Updating Amortization Schedules
Creating an Amortization Schedule Dataset in SuiteAnalytics

General Notices