Creating a Financial Year with the Automated Wizard

  1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Warehouse Admin, click Miscellaneous, and then click Financial Periods.
  2. Select the calendar for which you want to define the financial periods and then click Configure.
  3. Click Add Year Automatically and then fill out the form as described in the following table:
    Field Description

    Year Name

    Enter a name for the financial year.

    Year Number

    Enter an order in the list. The financial calendar lists the financial years in an order based on this field.

    Year Start Date

    Enter or select the first day for the year.

    Year End Date

    Enter or select the last day for the year.

    Accounting Cycle
    Select the accounting cycle for the year:

    • 4/4/5

    • 5/4/4

    • 4/5/4

    • 4/4/4
  4. If there are more than seven days in the last week of the year, you can select Add extra days to the last week to combine the extra days into the week, or you can select Create a new financial week with the extra days to create a new reporting week.

    If you do not select either option, the system implements Add extra days to the last week.

Parent topic: Financial Calendars and Day Parts