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    Edit a Fiscal Year
    • 06 Nov 2024
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    Edit a Fiscal Year

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

    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 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 Administration menu under the Accounting application and click Fiscal Years.

    A listing of all Calendars will appear in the grid.

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

    3) Make necessary changes to Fiscal Year fields.

    4) In the top ribbon, 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.

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