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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This article covers how to post a prepayment into the next financial year.


1. Access transfer screen

From the Charges/Budgets screen:

  • Click Transfer

    The Create Journal Transfer screen will be displayed


2. Enter prepayment details & post

Enter details for the prepayment

  • Select the Account

  • In Transfer amount enter the amount to prepay

  • In Debit date, ensure the year you wish to make the prepayment is entered

  • In Credit date, ensure the year you wish to credit is entered

  • Enter a Description for the prepayment

  • Click Post


3. Transactions journal entry

Accessing the Transactions screen for the estate will display the credit and debit just applied

Entries are shown in date order; therefore in the example shown right, the Debit is shown at the top of the screen and the Credit at the bottom (out of shot)



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