How do I change my financial start?

Modified on Tue, 10 Dec, 2024 at 2:59 PM

  Important:

You must be a system administrator in order to access this functionality.

In Capture Expense, you may want to change your financial start date.

To do this: 

Navigate to Settings

  1. Click on the Setup cog icon. A dropdown appears. From here, select Settings.

Changing your Financial Start

  1. From the Accounts tab in Settings, scroll down to Financial Start. 
  2. Click on the financial start data selector. 
  3. From the calendar view, choose your preferred financial start date
  4. Once completed, press save

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