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    Fiscal Years Page
    • 06 Nov 2024
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    Contents

    Fiscal Years Page

    • Updated on 06 Nov 2024
    • 1 Minute to read
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    Article summary

    The Fiscal Years page displays all configured fiscal years in Restaurant365. Users can view and access the fiscal and operational period structures, along with their start and end dates, for each legal entity.

    Users can customize their view by changing the column order and showing or hiding certain columns. To find specific fiscal years, users can filter for specific information. Once a view is customized, users can save the view. This allows users to quickly view the information that they deem to be most valuable for their organization. Users can edit and save views. To learn more about working with views, click here.

    Navigation

    Fiscal Years can be accessed in the accounting application.
    In the left navigation menu, under Administration, click Fiscal Years.

    Columns

    Below is a list of all columns available to add to the grid view:

    Column

    Description

    Name

    The system-generated fiscal year name, which combines the year and the legal entity name for easy identification.

    Legal Entity

    Legal entity associated with the fiscal year.

    Year

    The specific year associated with the fiscal year.

    Each legal entity can only have one fiscal year for each calendar year.

    Fiscal Year Period Structure

    Displays the selected structure for the fiscal/financial calendar.

    Start Date

    Displays the start date for the fiscal year period structure.

    End Date

    Displays the end date for the fiscal year period structure.

    Fiscal and Operational Year

    Yes - Displayed when Fiscal and Operational Combined is checked on the fiscal period setup.

    No - Displayed when Fiscal and Operational Combined is not checked on the fiscal period setup.

    Learn more about the fiscal and operational combined setting.

    Operation Year Period Structure

    Displays the selected structure for the operational calendar.

    Operational Year Start Date

    Displays the start date for the operational year period structure.

    Operational Year End Date

    Displays the end date for the operational year period structure.

    Created By

    Displays the name of the user who created the fiscal year in Restaurant365.

    Created On

    Date when the fiscal year was created.

    Modified By

    Name of the user who last updated the fiscal year.

    Modified On

    Date when the fiscal year was most recently updated.

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