The setup of the end of the financial year is used on reports when selecting the 'Financial Year' date range option or where a Financial Year to Date comparison is included.
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Information
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Setup
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Information
The setup of the end of the financial year is used on reports when selecting the 'Financial Year' date range option or where a Financial Year to Date comparison is included.
The Flash Report will use the month selected as the end of a Financial Year to calculate the Financial Year to Date.
Users will require Security Profile access to use this feature.
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Setup
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Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Accounting Options in RMS.
- Navigate to the 'Account Defaults' tab.
- Select the Financial Year Ending Month.
- Save/Exit.
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Guide
- Add Button
Guide
Go to Setup > Accounting > Accounting Options in RMS.
Navigate to the 'Account Defaults' tab.
Select the Financial Year Ending Month.
Select 'Save/Exit' to store the changes made and leave the setup.
Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Accounting Options in RMS.
- Navigate to the 'Account Defaults' tab.
- Select the Financial Year Ending Month.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Accounting > Accounting Options in RMS.
Navigate to the 'Account Defaults' tab.
Select the Financial Year Ending Month.
Select 'Save/Exit' to store the changes made and leave the setup.