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Fiscal Year Settings

Table 7. Availability - Legacy plans

Unavailability: Legacy Free, Legacy Professional; Availability: Legacy Business, Legacy Enterprise.


Table 8. Availability

Unavailability: Free, Professional, Team; Availability: Business Plus, Enterprise Standard, Enterprise Pinnacle.


Overview

Account admins and owners can adjust fiscal year settings. On Enterprise accounts, this right can be disabled for account admins.

If your company's fiscal year doesn't match up with the regular calendar year, you can easily adjust your fiscal year settings in the Account Management section. By doing so, you'll be able to set up your calendars or calendar view to show dates and tasks based on your organization's fiscal year.

Adjust fiscal year settings

  1. Click your profile image 1 in the sidebar.

  2. Select Settings 2 from the dropdown menu.

    open_settings_gimp_marker.png
  3. Under Account Management, click Settings 3 in the left panel.

    fiscal_year_settings_gimp_markers.png
  4. Under the Fiscal Year Settings 4 section, select the relevant month in the dropdown to set it as the first month of the fiscal year.

  5. Click Save changes 5.

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