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Create Your Financial Calendar
Create Your Financial Calendar

Your financial calendar is what dictates your financial periods, these are used in your reports and company dashboard.

Matt Taylor avatar
Written by Matt Taylor
Updated over a month ago

To create your financial periods, you will need to visit your admin menu. To open the admin menu, click on your "Cog" icon at the top right of your page.

Once you are in your admin menu, click "Financial Calendar" to open the following window:

You will then need to input the requested information for your company. If you have multiple sites within your group, you will need to choose whether your financial periods are "Company Specific" - do they apply only to one site, or all sites in the group?

Once you are finished, click "Create" - your financial calendar will be set up!


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