Revenue Deferral

Defer part or all of revenue for one or more Estimate(s) or Client invoice(s)

Create deferred revenue

There are multiple options to create Deferred Revenue transactions within Accountability. To create an Accrued Revenue transaction, navigate to Accounting>Revenue Tools>Deferred Revenue and click Create a New Deferred Revenue. 

The Deferred Revenue Wizard walks you through creating a deferred revenue transaction with one of the following methods: 

Add Invoice

This method allows you to defer revenue on a production invoice.  You need to select a Job No. when using this method. 

For details, see Deferred Revenue - How to create via Add Invoice  

Add Multiple Invoices

This method allows you to create deferred revenue transactions for multiple invoices within a selected office at one time. 

For details, see Deferred Revenue - How to create for multiple invoices 

Add Batch

This method gives you control of the amount of revenue to defer for multiple jobs and task types at a time. 

For detailed steps, see Deferred Revenue - How to create via Batch method 

Reverse deferred revenue 

If you did not set a release schedule, you can manually reverse a deferred revenue entry.  For details, see Deferred Revenue - How to reverse