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.
- Introduction to Deferral Control
- Understanding Deferrals
- Deferral Template Example
- General Ledger Setup Controls
- User-Level Deferral Permissions
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.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Deferral Posting Controls | 0:00 |
| User-Level Deferral Posting Overrides | 1:16 |
| Deferral Templates | 0:16 |
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.
Quotes
- 0:00 “Controlling when and by whom deferred income and expenses can be posted to the general ledger.”
- 0:42 “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 “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 “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.