Helpfinancial modulesAdd a Prepayment
Add a Prepayment
Record money paid in advance to be recognised over time.
beginner· 2 views· Updated 7/18/2026
Prepayments are expenses paid upfront, like an annual insurance premium. AkountFly helps you amortise these expenses monthly over the coverage period. When you approve a special item like a prepayment in the AI Bank Transactions Center, a dialog will open with options to either match it to an existing item or track it as a new item. You can choose to set up the prepayment terms immediately or approve it now and set the terms later.
Step-by-step
- 1Go to Transactions
Navigate to Transactions in the sidebar to access the AI Bank Transactions Center.
- 2Approve the Prepayment
Find the prepayment transaction and click 'Approve'. A dialog will appear with options.
Choose 'Track as new item' to set up the prepayment terms. - 3Set Up or Defer Terms
Select 'Set up the prepayment now' or 'Approve now: set the terms later'.
Setting terms later will create a task under Action Required.
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