---
title: "Edit a Fiscal Year"
slug: "edit-a-fiscal-year"
description: "Edit an existing fiscal year record: update name, dates, and period structure in R365."
updated: 2026-08-17T15:21:44Z
published: 2026-08-17T15:23:21Z
canonical: "docs.restaurant365.com/edit-a-fiscal-year"
---

> ## 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.

# Edit a Fiscal Year

This article reviews the process for editing a fiscal period/year. Fiscal periods can be edited once a fiscal year has begun. When making changes to fiscal years the system checks for gaps between years to ensure continuity. Users can also utilize the [Fiscal Year Error Check](/doc/docs/fiscal-year-error-check) report to ensure all Fiscal Calendars are set up properly and contain no gaps or overlaps in Fiscal Calendars.

## Edit Fiscal and Operational Periods

Follow these steps to edit an existing fiscal period/year:

*Click steps to expand for additional information and images.*

****1)** Navigate to [**the Fiscal Years page.**](/doc/docs/fiscal-years-page)**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V4MDYUF3.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A08%3A14Z&se=2026-11-13T18%3A08%3A14Z&sr=c&sp=r&sig=nzDFOxanp39FzPNRCBivWIinu%2BIRCLQmlJ2R1DrmWtc%3D)

A listing of all Fiscal Years are displayed in the grid.

****2)** Double-click the Fiscal Year to be edited.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CFIL0OJN.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A08%3A14Z&se=2026-11-13T18%3A08%3A14Z&sr=c&sp=r&sig=nzDFOxanp39FzPNRCBivWIinu%2BIRCLQmlJ2R1DrmWtc%3D)

****3)** Make necessary changes to [Fiscal Year fields](/doc/docs/fiscal-periodyear-setup#fiscal-year-buttonsfields).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4R9OJR4B.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A08%3A14Z&se=2026-11-13T18%3A08%3A14Z&sr=c&sp=r&sig=nzDFOxanp39FzPNRCBivWIinu%2BIRCLQmlJ2R1DrmWtc%3D)

****4)** In the top ribbon, hover over **Save** and select desired option.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-49CIPUXU.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A08%3A14Z&se=2026-11-13T18%3A08%3A14Z&sr=c&sp=r&sig=nzDFOxanp39FzPNRCBivWIinu%2BIRCLQmlJ2R1DrmWtc%3D)

**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.

### Editing a Fiscal Year Linked to a Budget

If the fiscal year being edited has one or more linked budgets, a confirmation dialog appears before saving when either of the following changes is made to the **Fiscal or Operational side that matches a linked budget's calendar type:**

- The **period structure or start date** is changed.
- For a custom period structure, period rows in the **Financial/Operational** table are changed using **Edit → Edit Complete**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CEFSDEE3.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A08%3A14Z&se=2026-11-13T18%3A08%3A14Z&sr=c&sp=r&sig=nzDFOxanp39FzPNRCBivWIinu%2BIRCLQmlJ2R1DrmWtc%3D)

Learn more about [creating a new budget](/doc/docs/creating-a-new-budget).