Creating a Deferral Automation for a Program SKU

Note: This Knowledge Base Article is for Accrisoft Freedom Customers using New Advanced Finance.

1. Sign in to Accrisoft Freedom
2. Go to the Programs module
3. Click the Setup tab
   
4. Click the Program SKUs sub-tab
   
5. Search for the SKU you want to create the automated deferral for
6. Edit the Program SKU
7. Edit the SKU, under the Options section
   
   
   
8. Enable "Defer Program" option
   
   
   
9. Save SKU Options dialog
10. Go to Finance > Automation > Deferrals
11. Search for the SKU that you just enabled the setting "Defer Program"
12. Edit that SKU
    
13. Adjust your Deferral settings within the Automated Deferral dialog
14. Save settings