Creating a Financial Year Manually

  1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Warehouse Admin, click Miscellaneous, and then click Financial Periods.
  2. Select the calendar for which you want to define the financial periods and then click Configure.
  3. Click Add Year Manually, and then enter a Name and Number for the year.
  4. 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.