Simply Dynamics

2nd November 2016

How to use deferrals functionality

How to use the deferrals functionality in Microsoft Dynamics NAV 2016

This is the second in our #NavTopTip series.

Firstly, what is the deferrals function?

NavTopTip deferrals

Deferrals enables companies to recognise revenue from periods other than the period in which the transaction is posted. The example below shows how to defer sales invoice revenue. After the deferral account has been set up, follow these steps:


  1. Set up default template
  2. Chose whether to defer all or just part
  3. Chose calculation method
  4. Set start date
  5. Define number of periods

For further details and reporting information on how to defer purchase invoice and return order expense and to defer an insurance expense through a journal, watch the video below.

Read the first in our #NavTopTip series: How to customise word layout in Dynamics NAV


Like what you see? Contact Simply Dynamics today!

Contact Us
menu-circlecross-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram