We're syncing sales orders and customerinvoices between our CRM and Visma.NET. We now want to sync accrued orders as well. What's the best practice for handling the Deferral Code?
Our primary target group is sales representatives who don't know much about accounting so is it usually the same deferal code being used for all orders in Visma or how should it work?
By assigning a deferral code to a line of an invoice or a credit note, you can deffer ther amounts in appropriate periods according to the customers setup.
They need to setup defferal codes according to their needs in Visma.Net Financials, after that you only need to get the deferral codes and set them to the document lines.
More information on how to setup the deferral codes can be found here.
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