---
id: video/VIda0Ok1SSQ
type: video
title: Control Deferral Posting
summary: "Control of deferral posting in Business Central finance: how general ledger setup defines a company-wide window for posting deferrals, and how user setup lets specific users post outside it. Includes a deferral template example spreading income over six periods."
tier: official
language: en
tags:
  - deferral templates
  - deferral posting
  - general ledger setup
  - user permissions
  - income deferrals
  - expense deferrals
system: finance
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:14:16.493Z"
  flags: []
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    url: https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=0s
    title: Control Deferral Posting
    date: "2023-12-06T14:28:45.000Z"
    commit: null
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    quote: Controlling when and by whom deferred income and expenses can be posted to the general ledger.
  - kind: video
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    title: Control Deferral Posting
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    commit: null
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    quote: This means this will create future GL postings when I post an invoice set up with this deferral template. That also means I might
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    title: Control Deferral Posting
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    quote: So here you see two fields defining the window for when it's allowed to post deferrals to the general ledger. This is set up
  - kind: video
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    title: Control Deferral Posting
    date: "2023-12-06T14:28:45.000Z"
    commit: null
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    quote: Carlos is actually able to post deferrals into the future all the way through June in 2024. So this is a great way where
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video_id: VIda0Ok1SSQ
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=VIda0Ok1SSQ
published_at: "2023-12-06T14:28:45.000Z"
duration_s: 110
captions: full
audience:
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  - administrator
chapters:
  - t: 0
    title: Introduction to Deferral Control
  - t: 16
    title: Understanding Deferrals
  - t: 32
    title: Deferral Template Example
  - t: 53
    title: General Ledger Setup Controls
  - t: 76
    title: User-Level Deferral Permissions
features:
  - name: Deferral Posting Controls
    status: unclear
    t: 0
    verified: false
    status_source: video
  - name: User-Level Deferral Posting Overrides
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objects_mentioned:
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    text: Controlling when and by whom deferred income and expenses can be posted to the general ledger.
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    text: This means this will create future GL postings when I post an invoice set up with this deferral template. That also means I might
    check: exact
  - t: 64
    text: So here you see two fields defining the window for when it's allowed to post deferrals to the general ledger. This is set up
    check: exact
  - t: 87
    text: Carlos is actually able to post deferrals into the future all the way through June in 2024. So this is a great way where
    check: exact
---

# Control Deferral Posting

> Control of deferral posting in Business Central finance: how general ledger setup defines a company-wide window for posting deferrals, and how user setup lets specific users post outside it. Includes a deferral template example spreading income over six periods.

[Watch on YouTube](https://www.youtube.com/watch?v=VIda0Ok1SSQ) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-12-06 · 1:50 · tier official · reviewed (checked by Opus)

## Overview

The video explains how to control when and by whom deferred income and expenses can be posted to the general ledger. It starts with what deferrals are, using a deferral template that captures income in a straight line over six accounting periods. Posting an invoice with that template creates future general ledger postings.

It then shows two fields in general ledger setup that define the window in which deferral posting is allowed. Finally, it shows user setup, where a user named Carlos is allowed to post deferrals into the future, through June 2024, beyond the company-wide window.

## Key points

- Deferral templates define how income or expenses are spread over future accounting periods; the example uses a straight line over six periods (six months).
- Posting an invoice that uses a deferral template creates future general ledger postings, so you may not want everyone to be able to do it.
- General ledger setup has two fields that define the window in which deferral posting to the general ledger is allowed, and these rules apply to the entire company.
- In the demo, the company-wide window is set to cover the year 2023.
- User setup can enable an individual user to post deferrals outside the company-wide window.
- In the demo, user Carlos can post deferrals into the future through June 2024.

## Chapters

- [0:00](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=0s) Introduction to Deferral Control
- [0:16](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=16s) Understanding Deferrals
- [0:32](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=32s) Deferral Template Example
- [0:53](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=53s) General Ledger Setup Controls
- [1:16](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=76s) User-Level Deferral Permissions

## Features

Every feature below: status not stated, demoed.

| Feature | At |
|---|---|
| Deferral Posting Controls | [0:00](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=0s) |
| User-Level Deferral Posting Overrides | [1:16](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=76s) |
| Deferral Templates | [0:16](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=16s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- [table 98 "General Ledger Setup"](../objects/table/98.md) at [0:53](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=53s)
- [page 119 "User Setup"](../objects/page/119.md) at [1:16](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=76s)

## Quotes

- [0:00](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=0s) "Controlling when and by whom deferred income and expenses can be posted to the general ledger."
- [0:42](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=42s) "This means this will create future GL postings when I post an invoice set up with this deferral template. That also means I might"
- [1:04](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=64s) "So here you see two fields defining the window for when it's allowed to post deferrals to the general ledger. This is set up"
- [1:27](https://www.youtube.com/watch?v=VIda0Ok1SSQ&t=87s) "Carlos is actually able to post deferrals into the future all the way through June in 2024. So this is a great way where"

Presenters (as heard): Unnamed presenter.