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Briefcase

How do I correct a prepayment schedule after journals have posted?

Once a schedule has started posting, you can't change the dates of periods that have already posted. To correct it:

  1. Archive the schedule. Briefcase posts reversing journals for every period that has already posted.

  2. Find the schedule in the archive and unarchive it. It returns to review.

  3. Update the dates and publish again.

Prepaying something that is used in a single month, such as flights, where the expense should only be released in that month? Change the schedule type to One off and set the start date to when you paid and the end date to the month it's used. See 📄 How does Briefcase handle one-off prepayments?