To Create a Financial Year
- From the Launchpad, click the Configuration icon ( ). Configuration options appear.
- Locate the Task Management group.
- Click Configure financial years. The Configure Financial Years page appears. For example,
- From the Actions menu, select Create.
- Enter a Name for the financial year.
- Select a Start Date for the financial year.
- Select an End Date for the financial year.
- (Optional) Enter a Description for the financial year.
-
When you are finished, click
Save (
).