Create an interim fiscal year and begin the next year with the new date range:

  1. In Configuration, Fiscal Years, open the current fiscal year.
  2. Decrease the number of fiscal periods so the fiscal year only includes periods with posted activity.
  3. Save and close the fiscal year.
  4. Add a new fiscal year to serve as the interim fiscal year.
  5. Enter the first period without posted activity as the Period 1 Start Date number.
  6. Define the remaining periods through the month prior to the new start period.
  7. Save and close the fiscal year.
  8. Add the upcoming fiscal year with the new date range.


Contact your Customer Support Manager to discuss how data services can change the fiscal year periods.
If you're not sure how to get in touch with your Customer Support Manager, contact support.