Deferred Income Automation
Deferred income is used for sales documents where the invoice is created in advance of receiving the products or services.
Deferred income can be used on Sales invoices and Cash sales.
For more information on setting up Deferred Income please see Deferred income.
Deferred Income Automation setup
From the Finder Side Menu, select Automations
Double click on the deferred income automation in the automation finder to open up the details.
- The criteria tab allows you to set some default criteria. Alternatively, you can enter the criteria when you run the deferred income automation.
Note
The deferred income automation can be scheduled to run in the scheduler.
How to run a Deferred income automation
Select the automation then press Run.
Enter the automation criteria.
Date from: Select the earliest Document date that you wish to include.
Date to: Select the latest Document date that you wish to include.
Legal Entities: By filling this out the document automation will process the correct Document for the correct Legal Entity.
Currency: Select the correct Currency.
Customer: leave black to select all or select Customer(s) to restrict the deferred income automation.
'Submit' tick box: If this is ticked the automation will create the Deferred income and submit upon pressing Submit.
Tip
If needed, multiple document automations can be made.
When you are happy with the selected criteria and setup, press Submit.
Note
The deferred income document(s) created can now be viewed in the Deferred income finder.
Updated February 2024