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Deferral question in Business Central 365

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Posted on by SM-14012034-0

Hi! We are converting from GP Dynamics to Business Central 365. We currently are operating in the sandbox before we go live. My question is how do I create a deferral, whether a journal entry or paying invoice, for a specific month? For example, if we pay a staff member's registration for a conference that takes place in January 2026, but, we are making the payment in September 2025, how do I set up a deferral so the expense will post in January? In looking at the deferral templates, I can't figure it out. Is there another way than using a deferral template? Thank you!

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Dynamics 365 Business Central

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Chavda Dharmendra 582 on at

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Deferral question in Business Central 365

Hello,

Link: More control over deferrals posting - Dynamics 365 Release Plan | Microsoft Learn

Go to Deferral Templates Create a new as below.

Thanks

DC

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YUN ZHU 90,179 Super User 2025 Season 2 on at

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Deferral question in Business Central 365

Hi, Hopefully the following examples can give you some hints as well.

More control over deferrals posting (Beginning of Next Calendar Year as the Start Date)

https://yzhums.com/24008/

Thanks.

ZHU

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PRao 268 on at

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Deferral question in Business Central 365

Hello,
Please refer the step by step process.

Option 1: Use a Deferral Template (Recommended)

Create or select a Deferral Template:

Go to Deferral Templates.

Choose a calculation method like User-Defined or Straight-Line, depending on how you want the expense spread.

Set the Start Date of the deferral to January 1, 2026.

Set the number of periods (e.g., 1 if it’s a single-month expense).

Apply the Deferral Code:

On the Purchase Invoice or General Journal Line, assign the Deferral Code to the expense line.

You can personalize the page to show the Deferral Code field if it’s not visible.

Review the Deferral Schedule:

Use Line > Related Information > Deferral Schedule to confirm the posting period and amounts.

Click Calculate Schedule to update based on your start date.

Post the Invoice or Journal:

Business Central will automatically create the deferral entries, posting the expense in January 2026.

Option 2: Manual Journal Entry (If not using templates)
If you prefer not to use a deferral template:

Post the payment normally in September 2025 to a Prepaid Expense G/L account (Balance Sheet).

In January 2026, create a General Journal entry to move the amount from Prepaid Expense to the appropriate Expense account.

Hope this will help for your queries.

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