Deferred revenue windows /visma-net-erp/help/deferred-revenue/deferred-revenue-windows section 2026-02-19T17:09:06+01:00 # Deferred revenue windows Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. Deferred revenue preferences (DR101000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferred-revenue-preferences-dr101000 page In this window, you can define the settings that affect the Deferred revenue workspace. 2026-02-19T17:09:06+01:00 # Deferred revenue preferences (DR101000) In this window, you can define the settings that affect the Deferred revenue workspace. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The Number series section
Element Description
Deferral schedules The number series used for deferral schedules.
Deferral schedule (DR201500) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500 page 2026-02-19T17:09:06+01:00 # Deferral schedule (DR201500) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. + In this window, you can view the schedules the system has automatically generated for documents whose lines have deferral codes assigned. + You can also use the window to create custom schedules to defer recognising revenue or expense amounts for already released documents. + This functionality may help you if the decision about deferral has been made after the documents were released. For details on custom schedules, see: [About custom deferral schedules](/visma-net-erp/help/deferred-revenue/process-deferrals/about-custom-deferral-schedules/). ## What to do from this window + [Create an adjustment document](/visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document/) + [Link deferral schedule to document](/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/) ## The window toolbar The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.
Button Description
View document Navigates to one of the document entry windows, such as Sales invoices (AR301000) or Purchase invoices (AP301000), to show the details of the document to which the deferral schedule is linked.
Release

Releases the deferral schedule. Once the schedule is released, the recognition transactions are ready to be posted when it becomes due. In the released schedule, you cannot edit the summary information and the component details (in the Components table).

You can still edit the details of the generated transactions in the Transactions table (those transactions that are not posted yet).

No general ledger transactions are generated when you release a deferral schedule.
## The top part You use the elements in this part to select a custom or system-generated schedule and to view its summary information. Also, you can select a released document by its type and reference number and create a custom deferral schedule for it.
Element Description
Schedule no. The ID of the schedule, which is automatically generated by the system. Select a schedule to view its details.
Date The date that determines the period when the first recognition transaction should be recognised and posted. In the deferral schedules generated automatically for documents with the deferral codes specified, this is the document date specified by the system by default. In the custom deferral schedules, you define this date manually.
Period The financial period to which the first recognition transaction should be posted.
Doc. type The type of the original document for which the schedule is displayed or is being created.
Customer/Supplier no The customer/supplier connected with the schedule.
Doc. no. The document number of the original document.
Line no.

The line in the customer ledger or supplier ledger document for which you can create and view the deferral schedule.

In the Line no. selector, the amount displayed for a line in the Amount column can differ from the line amount of the original document, because it does not contain any discount amounts or inclusive VAT amounts that have been applied to the document (if any). Thus, this is the amount to be recorded to the corresponding sales or expense account (depending on the document type), and to be deferred.

The amounts are shown in the base currency, which can differ from the currency of the corresponding document.
Line amount The original amount for the specified document line. Displayed if a line number is selected.
Company The company to which the document belongs.
Branch The branch to which the document belongs.
Location The location of the customer or supplier.
Project

The project with which the document is associated, or the non-project code if the document is not associated with any project.

The field appears only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window.
Project task The project task with which this document is associated.
Term start date The date when the process of recognition of deferrals should start; this date should be specified for the item for which the deferral code based on the Flexible by periods, prorate by days or Flexible by days in period recognition method is assigned.
Term end date The date when the process of recognition of deferrals should finish; this date should be specified for the item for which the deferral code based on the Flexible by periods, prorate by days or Flexible by days in period recognition method is assigned.
Show closed documents When this check box is selected, closed documents are also displayed. The default is open documents.
## The Details tab This tab includes the **Components** and **Transactions** tables. For each component specified in the **Components** table, the tab shows in the **Transactions** table the recognition transactions that were generated for the component according to the deferral code selected for the component. For documents that were released without deferral codes assigned, you can manually create deferral schedules for each component. ### The Components table toolbar
Button Description
Generate transactions

Generates recognition transactions for the selected component.

You cannot regenerate transactions for a component for which one or more transactions have been already posted.
### The Components table columns
Column Description
Component ID

The component of the line item, if the line item is a package; otherwise, the item, by its item ID.

For details about packages, see: Manage recognition for packages - overview.
Deferral code

The code that has been assigned to the line of the selected document or manually specified for a component in the custom deferral schedule. This code is used for generating recognition transactions to defer the amount specified in the line.

You can edit this field for the components that have the Draft status (those components for which the deferral schedules have not been released yet) in the custom deferral schedules.

Note

Only active deferral codes are shown in the lookup. If you manually enter an inactive code, you will get an error message that the code is inactive.
Deferral account The account to hold the amount to be deferred.
Deferral sub. The corresponding subaccount to be used with the account.
Account The sales or expense account to which the transaction amount is or will be posted.
Subaccount The corresponding subaccount.
Total amount The amount on the original document or document line.
Deferred amount The amount yet to be recognised.
Line total The total amount to be recognised. This amount is calculated automatically as the control sum of transaction amounts if the transaction amounts were edited manually.
Status The status of the transaction.
Branch The branch to which the document belongs.
### The Transactions table columns You can edit the settings of the generated recognition transactions as long as they are not posted.
Column Description
Trans. no. An integer that indicates the order of the recognition transaction in the schedule.
Status The status of the transaction.
Rec. date The date that determines the period when the transaction amount should be recognised and posted. You can change this date manually.
Trans. date The date when the general ledger batch is created.
Amount The amount to be recognised. You can edit this amount manually.
Account The sales or expense account to which the transaction amount is or will be posted. You can change this account manually.
Subaccount The corresponding subaccount. You can change it manually.
Period The financial period when the transaction amount should be recognised and posted.
Branch The branch in which the transaction was created. You can change it manually.
Batch no. The reference number of the batch that posts the recognition transaction. Click the number to view the batch details.
## The Original schedules tab The table on the **Original schedules** tab displays any schedules associated with the selected schedule. For example, if the schedule is based on a credit note, the tab will display the schedules generated for the original invoice. Note: This tab is only visible if you have: + In the [Deferral codes (DR202000)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000/) window, created a deferral code. + In the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) or the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) windows, then created an invoice and selected the deferral code on the line, and released the invoice + In the Deferral schedule (DR201500) window, scheduled for that invoice. ### The table toolbar
Button Description
View schedule Displays the details of the schedule created for the associated document.
### The table columns
Column Description
Schedule no. The number of the schedule in the system.
Transaction descr. The status of the schedule associated with the original document.
Doc. type The type of the original document.
Doc. no. The document number of the document.
Period The period to which the document transactions are posted.
Deferral codes (DR202000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-codes-dr202000 page You use this window to view the details of deferral codes defined in the system, as well as to create new deferral codes that can be used for revenue or expense recognition in your organisation. 2026-02-19T17:09:06+01:00 # Deferral codes (DR202000) You use this window to view the details of deferral codes defined in the system, as well as to create new deferral codes that can be used for revenue or expense recognition in your organisation. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction By assigning a deferral code to a line of an invoice or a credit note, you can defer the amount and recognise it as a revenue or expense in appropriate portions over some number of periods. Once the document is released, a schedule for it is generated according to the recognition method associated with the code; you can use the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window to view these schedules. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## What to do from this window + [Link deferral schedule to document](/visma-net-erp/help/deferred-revenue/process-deferrals/link-deferral-schedule-to-document/) + [Create an adjustment document](/visma-net-erp/help/deferred-revenue/adjusting-deferrals/create-an-adjustment-document/) ## The top part Here you can define a new code to account for deferred revenues or expenses. You can also select an existing code and view its details.
Element Description
Deferral code The unique code for the deferral type, max. 10 characters, both numbers and letters.
Description The description of the deferral code.
Active

Deselecting this check box will remove this code from all look-ups where you can select a deferral code. If entered manually, you will get an error message that this code is inactive.

If the code is in use on non-stock items, stock items, components, Invoice inbox rules, or any purchase or sales invoices/credit notes, you will get a message listing the items and rules where it is used and the number of the unreleased purchase or sales documents where it is used.

Schedules, where the code is used, will not be affected by these inactive settings but be processed.

Note

In the list windows for Non-stock items, Stock items, and Invoice inbox rules, you can unhide the column Deferral code and filter on it to easily find the records using deferral code.|
Deferred revenue from item When this check box is selected, the deferred revenue of the code will be retrieved from the connected item.
Recognition method

The method used to distribute the document amount over the periods. The following options are available:

  • Evenly by periods: With this method, equal amounts are distributed to all included periods.
  • Evenly by periods, prorate by days: With this method, the amount to be recognised is distributed evenly among periods, with a proportional division among the first and last periods, which are counted as one full period. The instalment amounts for the first and last periods are calculated based on a full-period amount that is proportional to the number of days each instalment should cover. This method can be used for documents that have a date in the middle of a financial period.
  • Evenly by days in period: With this method, the amount is calculated proportionally based on the exact number of days in the period.
  • Flexible by periods, prorate by days: With this method, the amount to be recognised is distributed among periods, with a proportional division among the first and last periods. With this option, the start date of the first period and the end date of the last period are fixed; these dates are taken from the invoice details. Other than this, the method works in the same manner as the Evenly by periods, prorate by days method, described above.

If this method is selected, the Start offset and the Occurrences fields are not available.

  • Flexible by days in period: With this method, the start date and the end date of the period is taken from the invoice details. Other than this, the method works in the same manner as the Evenly by days in period method.

If this method is selected, the Start offset and the Occurrences fields are not available.

  • On payment: Before payment arrives, the recognition is planned evenly over the specified number of periods. Once a payment has been applied to the appropriate line of the original document, recognition is performed in the amount of the payment that is proportional to the line amount (if there are multiple lines). The recognition of the unpaid amount will be projected in portions that are calculated proportionally to the number of remaining periods, while the actual recognition of the next portion will be performed when the next payment arrives. This method can be applied to the revenue recognition only. When you select the On payment method in the Recognition method field, the Revenue option is selected by default in the Code type field and is not available for editing.

You can find detailed examples of using each of these recognition methods at About recognition methods for deferred revenues or expenses.
Allow recognition in previous periods

When this check box is selected, the deferred revenue can be recognised in periods that are earlier than the period of the document (such as an invoice). The first recognition period is defined by the Term start date specified in the document.

If this check box is cleared and the term start date is earlier than the document date, the system will generate recognition transactions for all required previous periods, but these transactions will be posted to the period of the document date.

This check box is available only if the Flexible by periods, prorate by days or Flexible by days in period recognition method is selected in the Recognition method field.
Recognise now % The percentage of the line amount (expense or income) to be recognised immediately on the document date in the first “recognise-now” transaction.
Start offset

The number of periods between the period of the transaction date and the next one.

This field is not available if the Flexible by periods, prorate by days or Flexible by days in period option is selected in the Recognition method field.
From period Choose the period from which you want the occurrence to start from.
Occurrences

The number of transactions through which recognition of the deferred revenue or expense will be performed. This number doesn’t include the first (“recognise-now”) transaction, and the amount to be divided among occurrences does not include the “recognise-now” amount.

This field is not available if the Flexible by periods, prorate by days or Flexible by days in period method is selected in the Recognition method field.
Code type

The type of the deferral code, which can be one of the following options:

Revenue
For revenue recognition
Expense
For expense recognition

You can use both recognition methods Flexible by period, prorate by days and Flexible by days in period for the code type Expense. When you select a deferral code with one of these recognition methods on a purchase invoice, you will be able to enter a start and end date.
Use deferral account from

The source of the deferral account that will be used for holding the deferred amounts until these amounts are fully recognised. The following options are available:

  • Item
  • Deferral code
Combine deferral sub. from

The rule of composing the deferral subaccount from other subaccounts associated with the document. The following mask options are available for the Revenue code type:

E
Subaccount associated with the employee
D
Subaccount associated with deferral code
L
Subaccount associated with the customer location
S
Subaccount associated with the salesperson
I
Subaccount associated with the item

The following mask options are available for the Expense code type:

E
Subaccount associated with the employee
D
Subaccount associated with deferral code
L
Subaccount associated with the customer location
I
Subaccount associated with the item
Copy sub. from sales/expense sub. When this check box is selected, the corresponding sales or expense subaccount is copied to the deferral subaccount.
Deferral account

The account used to hold the deferred amount until it is fully recognised. The account type should be specified as follows:

  • A liability account for a deferral code of the Revenue type
  • An asset account for a deferral code of the Expense type
Deferral sub. The corresponding subaccount.
### The Schedule settings section
Element Description
Every x period(s) The frequency for generating documents, in periods.
### The Document date selection section
Element Description
Start of the financial period An option button that you click if you want the documents for a recognition transaction to be generated on the first day of the financial period.
End of period An option button that you click if you want the documents for a recognition transaction to be generated on the last day of the financial period.
Fixed day in the period An option button that you click if you want the documents for a recognition transaction to be generated on some particular day of the period. If you select this option, specify the particular day.
Deferral schedule summary (DR401000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-summary-dr401000 page In this window, you can view the details of revenue or expense recognition. 2026-02-19T17:09:06+01:00 # Deferral schedule summary (DR401000) In this window, you can view the details of revenue or expense recognition. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## The top part You can use this part to specify selection criteria for schedules and then view the schedules matching the criteria in the table.
Element Description
Code type

The type of deferral code. Select one of the following options:

Revenue
To view the details of revenue recognition
Expense
To view the details of expense recognition
Deferral account The account used to hold unrecognised amounts.
Deferral sub. The corresponding subaccount used to flag the unrecognised amounts.
Company The company in which the schedule is used.
Branch The branch in which the schedule is used.
Deferral code A deferral code assigned to document lines. Select a code from the list of codes defined in the system, or leave the field blank to view documents with any codes of the type.
Customer/Supplier no. The customer or supplier that is associated with the document.
Component

The component of the package, if the item is a package.

For details about packages, see: Manage recognition for packages - overview.
Total scheduled The total scheduled amount on the schedule.
Total deferred The total deferred amount on the schedule.
Branch The branch with which the document is associated.
## The table This table contains a list of schedules that meet the criteria specified in the top part. For deferral codes that are set to inactive, you will get a warning on the line that the code is inactive.
Column Description
Schedule ID The schedule, by its ID, that matches the selection criteria.
Doc. type The type of the original document for which the schedule was generated.
Doc. no. The number of the document. Click the number to open the Deferral schedule (DR201500) window to view the details of the schedule for the selected line of the original document (if different deferral codes were assigned to different lines of the original document).
Component ID The component if the line item is a package and consists of components; otherwise, the item ID of the line item.
Line no. The transaction number in the database record, which may be different from the line in the document.
Date The date of the document.
Status The status of the document.
Total amount The total amount of the document.
Branch The branch connected with the document.
Deferred amount The part of the amount that was deferred.
Deferral code The deferral code used for the line.
Deferral account The account that holds the deferral amount.
Deferral sub. The corresponding subaccount.
Account The account to which the recognised amounts will be posted.
Subaccount The corresponding subaccount.
Customer/Supplier no. The number of the customer/supplier associated with the document.
Customer/Supplier name The name of the customer/supplierassociated with the document.
Deferral transaction summary (DR402000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-transaction-summary-dr402000 page You use this window to view the posted recognition transactions that match the criteria you specify. 2026-02-19T17:09:06+01:00 # Deferral transaction summary (DR402000) You use this window to view the posted recognition transactions that match the criteria you specify. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction ## The top part In this area, you can specify the criteria the system uses to select deferral transactions to be displayed in the list below.
Element Description
Company The company in which the recognition transaction was created.
Branch The branch in which the recognition transaction was created.
Code type The type of deferral code for which you want to display the recognition transactions. Select one of the following options: Revenue or Expense.
Period The financial period of the transactions to be displayed.
Deferral code The specific deferral code for which you want to view the related transactions. Select a code, or leave the field blank to view transactions for all codes.
Account The account that holds deferred amounts.
Subaccount The subaccount used for the transaction.
Customer/Supplier no. The customer or supplier that is associated with the transaction. Leave this field blank to view transactions for all customers and suppliers.
## The table This table includes the list of transactions posted in the selected financial period to recognise amounts of revenue or expenses previously deferred on the specified account. For deferral codes that are set to inactive you will get a warning on the line that the **Deferral code** is inactive.
Column Description
Schedule ID The ID of the schedule matching the selection criteria.
Component ID

The ID of the line item.

For details about packages, see: Set up the recognition process - overview.
Rec. date The date when the recognition transaction was posted.
Trans. date The date of the recognition transaction.
Amount The amount recognised by the transaction.
Account The account to which the recognised amount was posted.
Period The financial period to which the transaction was posted.
Deferral code The code used for the schedule.
Doc. type The type of the document this transaction is based on.
Doc. no. The number of the document that this transaction is based on.
Line no. The line number associated with the transaction in the database record. This number may not be the same as the line number in the document because some of the line items, as packages, may require as many lines as there are components in them.
Customer/Supplier no. The customer or supplier associated with the original document.
Branch The branch in which the recognition transaction was created.
Batch no. The reference number of the batch that posted the recognition transactions to general ledger accounts.
Release schedules (DR503000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/release-schedules-dr503000 page In this window, you release custom deferral schedules. 2026-02-19T17:09:06+01:00 # Release schedules (DR503000) In this window, you release custom deferral schedules. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction In this window, you release custom deferral schedules. Custom deferral schedules are the schedules that you create manually by using the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. You can link a custom schedule to the required document at the time of creating the schedule or any time later. You may need to create custom schedules manually for documents that were imported to Visma Net from third-party software or that were released without deferral codes specified. For details, see: [About custom deferral schedules.](/visma-net-erp/help/deferred-revenue/process-deferrals/about-custom-deferral-schedules/) ## What to do from this window + [Release schedules](/visma-net-erp/help/deferred-revenue/process-deferrals/release-schedules/) ## The window toolbar
Button Description
Process Processes the schedules that you have selected in the table.
Process all Processes all the listed schedules.
## The top part You use the elements in this area to select custom schedules for processing by the deferral account, deferral code, and customer or supplier. Also, you can select schedules linked to specific components.
Element Description
Code type The type of deferral codes for which you want to process deferral schedules.
Deferral account The account used to record the deferred amounts.
Deferral sub. The subaccount used to record the deferred amounts.
Deferral code The particular deferral code for which you want to review and process transactions.
Customer/Supplier no. The particular customer or supplier whose deferral transactions you want to view.
Component The particular component for which you want to view deferral transactions.
## The table This table includes all the unreleased custom schedules created for documents released with no deferral codes assigned. You can create custom schedules in the [Deferral schedule (DR201500)](/visma-net-erp/help/deferred-revenue/deferred-revenue-windows/deferral-schedule-dr201500/) window. For deferral codes that are set to inactive, you will get a warning on the line that the code is inactive.
Column Description
Schedule no.

The ID of the schedule, which was automatically generated by the system when you created a custom schedule for the document released without a deferral code assigned.

Click this number to open the Deferral schedule (DR201500) window in a pop-up window.
Deferral code The deferral code used for the document line (or item component, if the line item is a package).
Doc. type The type of the original document, the schedule transactions are based on.
Doc. no. The number of the original document. When you click this number, the system navigates you to the window where the document was created and you can view the document details.
Component ID The component of the line item if the line item is a package and consists of components; otherwise, the item ID of the line item.
Total amount The amount of the document line.
Deferral account The account to record the unrecognised (deferred) amount.
Deferral sub. The subaccount used for the deferral.
Date The date when the original document was created.
Post period The period to post the transactions.
Customer/Supplier no. The customer or supplier associated with the original document.
Deferred amount

The deferred amount for the document line.

This column is hidden by default. You can add this column to the table by using the Column configuration dialog box.
Line no.

The line in the original document for which the deferral schedule was created.

This column is hidden by default. You can add this column to the table by using the Column configuration dialog box.
Run recognition (DR501000) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/run-recognition-dr501000 page By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. 2026-02-19T17:09:06+01:00 # Run recognition (DR501000) By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction By using this window, you can perform recognition in accordance with deferral schedules assigned to various documents associated with the specified deferral code. Each time you run a schedule, only one recognition transaction in this schedule is released, even if multiple transactions are due according to the schedule. ## What to do from this window + [Run recognition](/visma-net-erp/help/deferred-revenue/set-up-the-recognition-process/run-recognition/) ## The window toolbar
Button Description
Process Processes the schedules that you have selected in the table.
Process all Processes all the schedules.
## The top part By using the elements in this part, you can select the schedules to be listed in the table by recognition transaction date and deferral code.
Element Description
Recognition date The date to select the recognition transactions in the deferral schedules that are due.
Deferral code The deferral code. Specify a code if you want to select only deferral schedules associated with this specific code. You can leave the field blank to view schedules for all codes.
## The table This table includes the schedules having recognition transactions that can be processed up to the specified date (if one was specified). If you specified a deferral code in the top part, you will see only schedules associated with it. For deferral codes that are set to inactive. you will get a warning on the line that the code is inactive.
Column Description
Included An unlabelled check box that you select to include the schedule for processing when you click Process.
Schedule no. The ID of the schedule, which was automatically generated by the system when the deferral schedule was created. Click this number to open the Deferral schedule (DR201500) window and view the details of the schedule.
Deferral code The deferral code used for the document line (or item component, if the line item is a package).
Doc. type The type of the original document, which can be one of the following: Invoice, Credit note, Debit note, Cash sale, Cash return, Purchase invoice, Credit adjustment, Purchase credit note.
Doc. no The number of the invoice connected with deferral schedule.
Customer/Supplier no. The number of the customer/supplier connected with the invoice.
Customer/Supplier name The name of the customer/supplier connected with the invoice.
Component ID The component of the line item if the line item is a package and consists of components; otherwise, the item ID of the line item.
Trans. no. The number that indicates the order of the recognition transaction in the schedule.
Rec. date The date when the partial amount was recognised.
Amount The amount to be recognised in the period.
Account The account to post the recognised amounts.
Period The period to post the transactions.
Branch The branch with which the document is associated.
Validate deferred balances (DR509900) /visma-net-erp/help/deferred-revenue/deferred-revenue-windows/validate-deferred-balances-dr509900 page You use this window to validate the balances of deferrals. 2026-02-19T17:09:06+01:00 # Validate deferred balances (DR509900) You use this window to validate the balances of deferrals. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## Introduction You use this window to validate the balances of deferrals. Validation entails recalculating the balances based on the history records and matching them to the deferral schedules stored in the database. ## The window toolbar
Button Description
Validate Recalculates deferral balances for the types of deferrals that you have selected in the table.
Validate all Recalculates balances for all listed deferrals.
## The table This table contains the list of deferral types for which the balances can be recalculated.
Column Description
Balance type The deferral type, Expense or Revenue.