How and why to set an auto-release date for a cost accrual

Learn the importance and process of setting auto-release dates for cost accruals to ensure accurate financial reporting and analysis.

This field is optional.

Most accruals won't require this setting as ScaleXP will auto-release on bill receipt

If you are expecting a bill, ScaleXP will auto-release when the bill is received.

You can also manually release when the bill is received.

Reasons to set a fixed release date

You may want to set a date for auto release.

This is useful if you know the payment date and don't expect an associated bill for auto-match.

Examples are:

  • bonus payments
  • commission payments