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Answered

Spread purchase invoice costs over different months

Posted on by 207

is it possible to spread expenses over several months without making a separate journal entry?

example:

We receive an invoice with 20 hours worked in the month of February and 10 in March. Can I book the invoice so that those 20 hours have the booking date February and 10 hours March.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    RE: Spread purchase invoice costs over different months

    Hi, I also think deferrals posting is a good idea.

    More details: https://yzhums.com/24008/

    pastedimage1680738328062v1.png

    pastedimage1680738342431v2.png

    pastedimage1680738353992v3.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Spread purchase invoice costs over different months

    Have you looked into using the deferral templates for this?

    learn.microsoft.com/.../finance-how-defer-revenue-expenses

  • Joel95 Profile Picture
    Joel95 207 on at
    RE: Spread purchase invoice costs over different months

    in other accounting programmes I worked with it was possible to make two separeate lines with same GL account but different booking dates. In this case I would fill for example:

    booking date 28-02-2023, 20 hours, on GL 'consultancy costs'

    booking date 01-03-2023, 10 hours, on GL 'consultancy costs'

    this way, the consulatncy charges came into the correct accounting month

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Spread purchase invoice costs over different months

    hi

    Yes, it is possible to spread expenses over several months without making a separate journal entry in Business Central. You can automatically defer or postpone them over a specified schedule

    DAniele

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Spread purchase invoice costs over different months

    Not sure about the entries, you have to choose one posting of each invoice, or you can create Sales Invoice entering two separeate lines with same GL account mentioned the different description of each line.

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