Edit

Share via

Purchasing Deferral Summary (report)

The Purchasing Deferral Summary report shows how purchasing-related expenses are deferred across financial periods. Use the report when you review of expense deferrals on purchasing transactions to ensure accrual accuracy and to reconcile expense deferral balances.

Use cases

Review and reconcile deferred purchasing expenses by viewing deferral schedules and amounts across periods. Ensure expenses are allocated to the correct financial periods for accrual accuracy. Use during period-end close to validate purchasing deferral balances.

Tip

Here are some tips on how to use the report:

  • Use this report to check whether purchasing deferrals match expected schedules.
  • Analyze purchasing-related expense deferrals by period, making it easier to track and validate deferred costs.
  • Ensure compliance with accrual accounting standards and internal financial controls.

Finance and accounting professionals can use the report to:

  • Review purchasing deferral schedules and confirm that expenses are allocated across the correct financial periods.
  • Ensure that deferred expenses from purchases align with financial period matching principles.
  • Reconcile expense deferral balances during period-end close activities.

Try the report

Try the report here: Purchasing Deferral Summary

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Defer revenues and expenses
Built-in key finance reports
Ad hoc analysis on finance data
Financial analytics overview

Find free e-learning modules for Business Central here