Use > Run > Financial Management > Fiscal Years > Create a fiscal year record

How to create a fiscal year record

  1. From the main menu, select Run > Financials > Fiscal Years. The Fiscal Years page is displayed.

  2. Click New icon New.

  3. In the New Fiscal year dialog box, provide all requested information. This dialog box requests values for the basic attributes.

    Field Description
    Title External (common) name of the fiscal year.
    Description Description that captures the details of the fiscal year.
    Start date Specify the date the fiscal year starts.
    End date Specify the date the fiscal year ends.

  4. Click Save.

    Alternatively, you can click Save & add another to add another fiscal year record, or click Save & Edit to continue editing the fiscal year record.

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