Prepaid amortization and accruals at month end
Period end
Situation
Prepaid expenses fall due and items need accruing.
Recommendation
Let the skill propose; the accountant approves/posts in the open period.
Why
The assistant only proposes prepaid amortization and suggests accruals; entries are posted only when an accountant approves or creates them in the open period.
Steps
- Review prepaid amortization proposals.
- Approve to post the amortization JE.
- Review accrual suggestions.
- Post accrual JEs in the open period.
Avoid
- Let AI post entries on its own.
Roles & permissions
General accountant.