Creating a Financial Year

1. In Reporting and Analytics, click Admin, click Warehouse, click Miscellaneous, and then click Financial Period.
2. Select the calendar for which you want to define the financial periods and then click Configure.
3. To automatically generate the financial periods and weeks for the year:
   1. 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

   2. 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.
4. To manually set the financial periods and weeks for the year:
   1. Click Add Year Manually and then enter a Name and Number for the year.
   2. Click Add New Period to add a new row to the table of periods, then enter a name for the period, the ordering number for the period, and the fiscal quarter to which the period belongs.
   3. Click Add New Week to add a new row to the table of weeks, then enter a name for the week, the ordering number for the week, the period to which the week belongs, the starting date of the week, and the ending date of the week.