Here is a brief summary of how to include or exclude bills in Prepayments:
- Go to the Select Prepayments page
- Suggested bills will be highlighted in orange - these will not be included in journals unless confirmed by you
- Included bills will be highlighted in blue (confirmed) or grey (included based on auto-selection)
- To exclude a bill or supplier which is in blue or grey, use the “-” button to deselect – it will turn white
Note: Any bills which are coded directly to an identified prepayments (balance sheet) account will automatically be included in your prepaid bills to review.
When using bank transactions (rather than bills), you can also exclude specific accounts from your suggestions.
Find this option at the bottom of the Expense Journal Settings (access via three dots at the top right of the page).
You will see the option to exclude specific accounts from bank transactions towards the bottom of the page, under Other Options.
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