Fiscal Year

Set up Fiscal Year

The first settings to configure when creating a forecast for the first time, is the Fiscal Year. Depending on your organization's financial cycle, you can specify the month the financial year begins.

To set up Fiscal Year

1. Click [Settings icon] and click Setup > General > Company Details > Fiscal Year.
2. In the Fiscal Year page, select the Fiscal Start Month from the drop down list.
3. Choose Start Month or End Month.
4. Click Save.

Note

• By default, fiscal year is configured as January to December.
• Let's say your fiscal year starts in April 2013 and ends in March 2014. If you choose to name the fiscal year based on the start month, the year name will be displayed as 2013 (in reports and other mentions) and if you choose to name the fiscal year based on the end month, the year name will be displayed as 2014.

Konsultasikan bisnis anda dengan Solusindo Total Teknikatama dan atau anda dapat menghubungi kami di marketing@stt.co.id. Zoho CRM Indonesia