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Financial periods: overview and setup

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 10 months ago

Financial periods are any periods you want to preset and report on, whether it’s a calendar date or another period (this can even be longer or shorter than a month if you need it to be!). It is especially beneficial if you are weary of previous financial periods being changed or affected.

Setting up

Step 1: Navigate to your office settings > Financial Period, and add your financial period:

Step 2: specify your period's name, start date and end date

Tip: use a date format like "2024-06" to incorporate financial periods effortlessly into your reports.

Your financial periods will now look like this:

Have a look at this article for the next steps.

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