Not every company’s fiscal year begins on January or the start of the Gregorian Calendar. This option gives you the opportunity to set a custom fiscal year.

Click “Budgets” from the side navigation.

In the “Month” box, select the month with which the the fiscal year begins. 

Click “Save”.

The “Budgets” page will show you a top bar with information about your company. There will be limited information in the top bar until departmental budgets are added.

Note: At the moment, there is no way to change the Fiscal Year end date of the company without affecting the reporting of previous fiscal years or historical data. 

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