How to set up the fiscal year?

How to set up the fiscal year?

By default, the Zoho CRM fiscal start month is set to January. You can also specify the fiscal year name based on the start or end month. For example, let's say your fiscal year starts in April 2017 and ends in March 2018. If you choose the fiscal year to be based on the start month, the year name will be displayed as 2017 (wherever applicable) and if you choose the fiscal year to be based on the end month, the year name will be displayed as 2018.

To set up fiscal year:

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Details > Fiscal Year. 
  3. In the Fiscal Year page, select the Fiscal Start Month from the drop-down list.
                                   

     4. Choose Start Month or End Month to specify if the fiscal year name should be based on the start or the end month.
     5. Click Submit.

Note: Changing the Fiscal Start Month affects the following:

  • The new as well as the existing Forecast records
  • The settings configured for Financial year and Financial Quarter in Reports and Dashboards.

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