Create a fiscal year

Create a fiscal year only when the required year was not generated during onboarding or by accounting period preferences. Select Menu, then select Accounting > Accounting periods.

Before you begin

You need permission to manage accounting periods. Review existing periods to avoid duplicate or overlapping period structures.

Create a fiscal year

1. Select Menu, then select Accounting > Accounting periods.
2. Select Create accounting period, then select Fiscal year.
3. Enter a unique Period name and review the Start date.
4. Select Create also quarters to generate quarterly child periods.
5. Select Create also months to generate monthly child periods.
6. Select Create.

The fiscal year and any selected child periods appear in the Accounting periods list.