Amortisation scheduler
Make one schedule carry the year
Apportion a prepayment or another income or expense across the periods it belongs to, with a schedule that can be revisited.
Included in the base subscription
Published AccountKit product screenshot; the interface may have changed since capture.
Inside the tool
One agreement, each accounting period
Explore the parts of a sample prepayment schedule. Figures and dates are illustrative.
Amortisation schedulerInteractive preview · sample dataSelected stage 01
Source amount
Record the expense or income and its coverage dates.
Keep the agreement beside the schedule.
Selected stage 02
Apportionment
Review how the amount is allocated between periods.
See the period split before posting.
Selected stage 03
Journal
Prepare the apportionment entry for Xero.
The schedule and ledger can be checked together.
Interactive demonstration with sample data, based on the AccountKit interface.
AccountKit lists this tool’s Xero connection as: Pushes apportionment journals to Xero. Journal availability and review steps depend on the tool.
Make it your practice
Put this tool to work with your clients
Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.
