The Business Office can complete a one-time setup to define fiscal accounting periods and fiscal years.
A business office user can set up the accounting period to define the fiscal accounting periods and fiscal years. Click on the menu next to Billing, and click on Accounting Period Setup.
Click New Account Periods to create a new fiscal year.
Once you are finished filling in the periods for your fiscal year, you can highlight the row by clicking inside the row but outside of the boxes in the row, and then click Current Period.
When you're finished, click Save Periods.
