Revenue and expense deferrals in Dynamics 365 Finance
Intermediate
Administrator
Business User
Functional Consultant
Dynamics 365
Finance
Revenue and expense deferrals are implemented in an organization’s billing schedule to distribute expenses over a certain period. Often, deferrals are seen in telecom and technology industries as they move to subscription and upfront billing where organizations pay long term, quarterly, or annually. Membership organizations use deferrals as they shift to annual, semi-annual, or quarterly memberships.
Learning objectives
In this module, you'll:
- Set up revenue and expense deferrals.
- Learn about deferral posting methods.
- Create a deferral schedule.
- Learn about deferral default transactions.
Prerequisites
- Subscription billing is set up
- Basic knowledge of subscription billing