Schedules
The Schedule Register
Find any schedule by status, search across every field, and sort or page through the list.
Where
Who
Anyone with access to the organisation.
The Schedule Register lists every schedule in the organisation. It is also where you import a CSV and bulk post journals.
Schedule Register
Schedules
Search and view all prepayment and unearned revenue schedules
| SCHEDULE5 | TYPE | CONTACT | INVOICE REFERENCE | ACCOUNT CODE & NAME | AMOUNT | PERIOD | STATUS |
|---|---|---|---|---|---|---|---|
| #166 | Unearned Revenue | Lakeside Café Group | INV-0466 | 200 Sales | $7,200.00 Remaining: $7,200.00 | 1 Nov 2026 - 31 Oct 2027 12 periods | In Progress (0/12) |
| #15 | Prepayment | Keystone Software Pty Ltd | SUB-2207 | 485 Subscriptions | $14,400.00 Remaining: $13,200.00 | 1 Oct 2026 - 30 Sept 2027 12 periods | In Progress (1/12) |
| #14 | Prepayment | Coastline Insurance Brokers | INV-31042 | 433 Insurance | $18,000.00 Remaining: $12,000.00 | 1 Jul 2026 - 30 Jun 2027 12 periods | In Progress (4/12) |
| #13 | Prepayment | Atlas Cloud Software | SUB-8841 | 485 Subscriptions | $9,600.00 Remaining: $4,000.00 | 1 Apr 2026 - 31 Mar 2027 12 periods | In Progress (7/12) |
| #12 | Prepayment | Harbour Lane Property | INV-2210 | 469 Rent | $27,000.00 Remaining: $4,500.00 | 1 Jan 2026 - 31 Dec 2026 12 periods | In Progress (10/12) |
| #11 | Unearned Revenue | Summit Dental Group | INV-0458 | 200 Sales | $12,000.00 Remaining: $4,000.00 | 1 Mar 2026 - 28 Feb 2027 12 periods | In Progress (8/12) |
| #10 | Unearned Revenue | Northgate Fitness | INV-0451 | 260 Other Revenue | $6,000.00 Remaining: $3,000.00 | 1 Aug 2026 - 31 Jan 2027 6 periods | In Progress (3/6) |
| #9 | Prepayment | Bridgewell Marketing | INV-7720 | 400 Advertising | $4,800.00 Remaining: $3,200.00 | 1 Sept 2026 - 28 Feb 2027 6 periods | In Progress (2/6) |
Showing items 1–8 of 8
- 1Bulk Post Monthly Journals. See Bulk post monthly journals.
- 2Import CSV. See Import schedules from a CSV file.
- 3Status tabs with the number of schedules in each.
- 4Search across every column.
- 5Sort by selecting a column heading.
- 6Open a schedule by selecting its row.
- 7Page through long lists. Your choice of items per page is remembered on this device.
Status tabs
The register opens on IN PROGRESS. Select DRAFT, COMPLETED or VOIDED to see the others; the number beside each tab is how many schedules it holds. What each status means: schedule statuses.
Search
Type in the search box to filter the current tab as you type. It matches:
- the schedule number (
14or#14), contact and invoice reference, - the type (
prepayment,unearned revenue), - account codes (expense, revenue or deferral) and account names,
- the total or remaining amount as shown (
18,000), and - the start or end date as shown (
Jul 2026).
Selecting a schedule-count card on the Dashboard opens the register with the type already typed into the search box.
Sorting and opening
The list starts sorted by schedule number, newest first. Select any column heading to sort by it, and again to reverse. Select a row to open the schedule; drafts open in the editor so you can finish them.