Schedules
A schedule is one prepayment or unearned revenue item spread over time, usually in monthly steps from a start date to an end date. You enter the total, the pattern (for example monthly), and the accounts in Xero that should move.
Prepaid and unearned
- Prepaid expense: you paid early; you release the expense over the schedule from a deferral or prepayment balance.
- Unearned revenue: cash or billing came first; you recognise revenue over the schedule into the right income accounts.
New Schedule wizard
New Schedule walks you through one prepaid or unearned item end-to-end. That covers contacts, invoice metadata, accounts, dates, and allocation preview before you save to the register.
Where to work in the app
New Schedule
Guided create flow for one contract or policy line.
Schedule Register
Sortable grid with search, void/completed filters, and links.
Import CSV
Bulk-create schedules from a template, with column mapping and validation on Import schedules (CSV).
Bulk Post
Post multiple periods from the dedicated bulk-post workflow.
Schedule detail & full edit
Open any row from the register to post periods, void, write off, export, or jump to Xero journals; use the dedicated edit screen for wider changes. See Schedule detail and editing.
Analytics
Reporting grid by contact and account over a sliding ten-month window: monthly recognition amounts or remaining deferral balance. See the Analytics article.