Fiscal Year Update

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    The process to edit existing details of the Fiscal Year

    The update process of the Fiscal Year is as follows:

    Navigation : Menu > Settings > Search for the Fiscal Year App > Listview > Edit (Pencil Icon) 

    If user wants to update the already existing Fiscal Year details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.

    Edit Fiscal Years  

    Field name Description
    Fiscal Year By default the system shows the Fiscal Year of the Ledger; if user wants to change it, enter the fiscal year of the ledger from the calendar
    Closed Date By default the system shows the closed date of the Fiscal Year; if user wants to change it, select the closing date of the fiscal year from the calendar
    From Date By default the system shows the start date of the Fiscal Year; if user wants to change it, select the starting date of fiscal year from the calendar
    To Date By default the system shows the start date of the Fiscal Year; if user wants to change it, select the end date of fiscal year from the calendar
    Series The system by default takes series as Fiscal Years
    Companies By default the system shows the companies added to the Ledger; if user wants to change it, select the companies names from the drop-down list

    Apply the required changes and click on Save.

    in Fiscal Year
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