How to set or change an auto-release date for a cost accrual

When to set an auto-release date on a cost accrual, such as a bonus with no bill, and how to set, change, or remove it.

Most accruals don't need a release date: ScaleXP releases them automatically when the supplier's bill arrives. Set an auto-release date only when no bill is expected, such as bonuses or commissions.


Set an auto-release date

  1. When adding an accrual on Cost Accruals Journal > Add, check Autorelease this accrual on.
  2. Choose the date the accrual should be released, then click Add.

Change or remove a release date

  1. Open Cost Accruals Journal > Release and expand the supplier.
  2. Click the eye icon on the accrual to open the release window.
  3. Click the bin icon on the release line to remove the release, then click Done. The accrual stays in place.
Accrued cost release window showing an auto-release with the bin icon

To set a new release date, click Release Accrual on the accrual, choose the Release date, click Release, then Done.