Modify fiscal year definition

Your organization's fiscal year is used throughout Cimpl as a filter option (e.g. Dashboards).

Example of the fiscal year page. click to enlarge.

Edit your fiscal year:

  1. Go to Configuration > System Preferences > Configuration Management.
  2. Select the Accounting Information tab. A configuration panel opens.
  3. Select Enable Fiscal Year. More fields appear.
  4. Select the Fiscal Year Start Month.
  5. For Fiscal Year Based on, select Ending Month or Starting Month.
  6. Click Apply to save your changes.