Editing Fiscal Period Start Dates and End Dates

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Adding a New Year to the Fiscal Calendar

Fiscal Calendar Screen

Locking or Unlocking Fiscal Periods

You can edit the start and end dates of fiscal periods to match the dates your company uses.

To change period start dates and end dates:

  1. Open More > Common Services > Fiscal Calendar.
  2. Change dates:

    • To change a start date, click the Start Date field for the period you want to adjust, and then specify the new period start date.
    • To change an end date, click the End Date field for the period you want to adjust, and then specify the new period end date.

    Note: The end date for a period must be one day earlier than the start date for the next period in all but the last period.

  3. Click Save.