Setting the fiscal year

Enter your organization's fiscal year settings. If your organization's fiscal months, quarters, and/or years do not correspond to a calendar month, quarter and year, you may want to enter a fiscal pattern.

To set the fiscal year

  1. From the top-level navigation, open the Admin module.
  2. Select System Settings.
  3. Select the Financial Settings tab.
  4. From the Fiscal Year Starts drop-down, pick the month with which the fiscal year for your organization begins.
  5. From the Fiscal Year Numbering drop-down, choose the year with which the fiscal year for your organization ends.
  6. Click Save Save.