Acumatica Deferred Revenue Management Suite

The Deferred Revenue Management (DR) module allows you to automate and accurately account for situations where you need to recognize revenue in future time periods. Automate any deferred calculation by assigning a schedule to any transaction line item or inventory component. Acumatica’s advanced deferred revenue functionality is included at no extra cost with the Acumatica Financial Suite. Integration with other financial modules provides accurate accounting of both deferred revenues and deferred expenses.

Highlighted Features

Deferred Revenue Accounting

Acumatica automatically calculates deferred revenue accounts according to schedules that you establish. As time passes, deferred revenue is automatically recognized so your financial statements are automatically updated.

Deferred Revenue Administration

Create revenue recognition templates and assign them to line items on revenue transactions. Each template can specify start date, recognition method, percentage to recognize immediately, number of occurrences, and time within the period to generate transactions. Each template can be linked to accounts, sub-accounts, and inventory components.

Customized Deferral Schedules

Create deferred schedules based on deferred templates or create custom schedules to model complex requirements. Each schedule can be linked to specific transactions and line numbers on any income document.

Multiple Recognition Methods

Recognize revenue evenly across financial periods, prorate recognition by the number of days, or recognize revenue when payments are received. This level of flexibility allows you comply with all recognition requirements – even in situations where revenue collection is uncertain.

Integrated with other Financial Modules

Deferred templates can also be applied to transactions in the Accounts Payable module so you can amortize expenses. Deferred schedules can be linked to Inventory items so Sales Orders and Purchase Orders are processed according to the proper accounting rules.

Additional Features

Component Based Revenue Recognition

Separate inventory items into component parts to apply different deferred revenue codes to a single inventory item. Use this feature to automate revenue recognition for items with included warranties and several other complex situations.

Deferred Revenue in Multiple Currencies

The Deferred Revenue Management module is completely integrated with all other Acumatica functionality, including currency management.

Advanced Recognition Scheduling

Schedule revenue recognition at the start of a financial period, the end of a period, or on a fixed day during each period. Create recognition documents each period or skip periods.

Automated Reporting

Acumatica comes with a predefined set of reports which include deferred revenue and deferred expense accounts. All reports can be customized using the Acumatica Report Designer.

Audit Trail

The Deferred Revenue Management module is linked to all other modules to provide a complete audit trail of all deferred revenue and expense transactions. The system keeps the details of all scheduled transactions, including the user who entered the transaction and the user who modified the record.

“We decided to move to Acumatica ERP in Jan 2015.  Our partner is Cloud 9 ERP Solutions and we have been very happy with them. They have walked us through the implementation process, dug in and found solutions when we needed to do something a little differently and gone to bat for us when we needed help. Overall, we couldn’t be happier with our move to Acumatica and working with Cloud 9 ERP Solutions.”

Chris Sanford

CIO, Classical Conversations

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