Create a Fiscal Calendar

To create a fiscal calendar, follow the steps below:

  1. Go to App Builder > Company Settings > Fiscal Calendar.
  2. In the Fiscal Calendar page, click Add Fiscal Year.
  3. In the Calendar Name field, enter a unique name for the fiscal calendar.
  4. Select the specific year, month, and day that marks the beginning of the fiscal year for your organization.
  5. Optional: Under the Quarter column, update the quarter labels as per your requirements.
  6. After providing all the details, click Save.