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Editing your Fiscal Year/Accounting Period Dates

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Edit Fiscal Start Date

 

 Description

In Accounting Setup you have the option to be able to edit your fiscal year. This will let you change the year in case if you entered the wrong fiscal year. This guide will also go over how to edit the accounting period date and name. 

 

Edit Fiscal Year 

1. Click Portfolio then select Communities. Select the community you want to work in

2. Go to Related Links and Click Accounting Setup

3. Next to Accounting Settings, click Edit 

4. To edit the Fiscal Year, select the drop down menu under Fiscal Year, and make your selection.

Fiscal years can only be selected once. You can only choose a fiscal year that is not being used. 

5. Click Ok

6. Click Save

 

7. You will see two Success! boxes on the bottom left if successful

 

 

Edit Accounting Period  

1. Click Portfolio then select Communities. Select the community you want to work in

2. Go to Related Links and Click Accounting Setup

3. Next to Accounting Periods, click Edit 

 

You will now be able to edit the Period Name and Dates 

You can also click the next to the period status (Open/Closed) to remove that period

Note: If you remove a period, you will remove the budget for that month. 

4. Once you've made your changes, click OK 

5. Then Click Save

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