Creating a Financial Calendar

  1. Create the Financial Calendar for your organization or location:
    1. In Reporting and Analytics, click Admin, click Warehouse, click Miscellaneous, and then click Financial Calendars.
    2. Click Add, enter a Name for the calendar, and then click Save.
  2. Add a financial year to the calendar:
    1. In Reporting and Analytics, click Admin, click Warehouse, click Miscellaneous, and then click Financial Periods.
    2. Select the financial calendar and click Configure.
    3. Click Add Year Automatically to use the creation wizard, or click Add Year Manually to manually enter all financial year.
  3. Set the Financial Calendar field for locations and levels in the organization.

    Locations inherit the financial calendar setting for the level to which they belong. You can set an overriding financial calendar directly for the location.

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