How to setup auto-reversals for accruals

One of the more powerful features of the Accrualify Accrual Module is the ability to schedule the auto-reversal of an accrual. This article will walk you through how to do that.

From the Accruals grid

First, navigate to the "Accruals" tab at the top of your Accruals section screen. 

Once you are in the Accruals tab, find the accrual you wish to schedule to auto-reverse. Then, click on the edit icon () in the actions column to open the editor modal for that accrual. 

The editor modal will look like the below:

At the bottom of the modal editor, select the "Auto Reverse" option. Once selected, an auto-reverse schedule date field will appear. Confirm the date you wish for the accrual to auto-reverse, then click the "submit" button.

From an Accrual Campaign detail page

If you are reviewing one of your accrual campaigns, you can also set the auto-reverse date from the campaign detail screen. 

Once an accrual is entered into the system, you will see the accrual reference number in the request line of the grid. Click on that reference number to see the accrual detail screen.

Once in the accrual detail screen, click on the "Edit Accrual" button at the top right to open the editor modal.

The editor modal will have an "Auto Reverse" option at the bottom. Select that to make the Scheduled Reverse Date field appear. Confirm the reverse date, then click on the "submit" button to save and schedule.