Schedule detail and editing

From Schedule Register, open a schedule to reach its detail screen. That screen is the hub for seeing every period line, posting status, audit-style activity, and actions for that contract.

On the detail screen

• Post to Xero: send individual period journals when you are ready; statuses show what is still pending.
• Open in Xero: when organisation short code is available, jump to the matching manual journal in Xero for reconciliation.
• Edit details: quick edits (contact, reference, description) from the modal without rebuilding the whole schedule.
• Export: download schedule data to Excel for working papers.
• Write-off: record an accelerated balance clearance in accordance with your policy (still subject to your review before relying on GL balances).
• Void schedule: marks the schedule void in Prepaidly. Follow your close process if journals were already posted.

Full edit screen

Use Edit / Edit schedule to open the dedicated editor when you must change dates, totals, allocation method (actual vs equal), accounts, or attached invoice files. The editor shows a preview of regenerated period amounts before you save.