--- title: "Create Custom Periods" slug: "create-custom-periods" description: "Manually create custom periods within a fiscal year when auto-generation does not fit your structure." updated: 2026-10-19T21:55:15Z published: 2026-10-19T21:55:15Z canonical: "docs.restaurant365.com/create-custom-periods" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Custom Periods **Custom periods** allow users to select the start and end date of periods within a [fiscal year](/doc/docs/fiscal-years). Users have the option to set custom periods for operational and/or financial periods. > [!WARNING] > Custom periods **cannot** be used with the [fixed assets](/doc/docs/fixed-assets) module. --- ## Create Custom Periods If the Fiscal or Operational Period Structure is Custom Periods, each period must be manually created in the table section. *Click steps to expand for additional information and images.* ****1)** In the **fiscal year** page, select **Custom Periods** in the **Fiscal Period Structure** or **Operational Period Structure.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8OTC7I2Y.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****2)** Select the **start date** for the calendar using a custom period.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6CDTMFOL.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****3)** Select the **end date** for the calendar using a custom period.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C2KQGJMM.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****4)** Select the **tab** for the calendar using a custom period.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9IK3C0VY.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****5)** Click **edit** above the financial and operational period table.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O694IV0W.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) Learn more about [custom period buttons and fields.](/doc/docs/fiscal-years#custom-periods) ****6)** Enter the **period number** for the first custom period.** > [!NOTE] > The period field only allows numeric characters and **must be** a whole number. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BC9TVDCI.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****7)** Enter the custom period **start date.**** Users have the option to type the date or click the calendar to open the date selector. > [!NOTE] > This field accepts the following formats: > > - MM/DD/YYY > - MMDDYYYY > - MMDDYY > - MM/DD/YY ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LGUQ2HG3.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****8)** Enter the custom period **end date.**** > [!NOTE] > This field accepts the following formats: > > - MM/DD/YYY > - MMDDYYYY > - MMDDYY > - MM/DD/YY ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LNM1M6L4.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****9)** Enter the **quarter** for the custom period.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3RTBUUC8.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****10)** Enter the **period name** for the custom period.** > [!NOTE] > The **period name** field accepts alphanumeric characters. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NIWRHPEM.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****11)** Select **add** to add the custom period.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PIHZX3JJ.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****12)** Repeat steps **6-11** until all custom periods have been entered.** > [!NOTE] > To make changes once a custom period has been added, click into the field to be edited and make necessary changes. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J6JBOT7V.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****13)** Click **edit complete** above the table once all periods have been created.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U2606H7M.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D) ****14)** Hover over **Save** and select desired option.** **Save -** Save the Fiscal Year and remain on the page. **Save and New -** Save the Fiscal Year and open a new blank Fiscal Year. **Save and Close -** Save the Fiscal Year and close the page. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D0N4WN58.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A35Z&se=2026-11-13T01%3A56%3A35Z&sr=c&sp=r&sig=q3H5gDFO8tBnm01yowI8XtjPhmJLVtz29Uv5c54zueY%3D)