How can I change the Fiscal Year Start Month?

To make a change to the Fiscal Year Start Month:

 

  1. Go to the Company Settings page and select the drop-down arrow next to Fiscal Year Start Month.
  2. Select the month from the drop-down menu.
  3. Click SAVE in bottom right corner.

 

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IMPORTANT:

  • Once the Fiscal Year Start Month is changed, the period and quarter dates will need to be changed from the One Page Plan. Please see steps here.