After selecting an original source, the recognition editor displays First-month journal and Exact monthly preview. Use them together to verify both the accounting direction and the planned monthly amounts before creating the schedule.
For a prepaid plan, review the selected prepaid balance and expense account. For a deferred-revenue plan, review the liability and revenue account. Compare the amount and source with the approved treatment rather than relying on account names alone.
Then inspect the full period list, especially the early months that may receive remainder currency units. Ensure the planned total matches the supported source amount and that the first month respects source availability. Resolve any plan error before selecting the final review confirmation.
Enter accounting assumptions and supporting records that explain the choice, then save the plan. This preview is not a posted journal. Later preparation creates a source-linked draft for the selected month, and the actual posting remains a separate action under current Books permissions. Verify the retained plan and later journal rather than treating the initial preview as completed recognition.
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