How to set up the fiscal year?

How to set up the fiscal year?

By default, the Zoho CRM fiscal start month is set to January. You can also specify the fiscal year name based on the start or end month. For example, let's say your fiscal year starts in April 2017 and ends in March 2018. If you choose the fiscal year to be based on the start month, the year name will be displayed as 2017 (wherever applicable) and if you choose the fiscal year to be based on the end month, the year name will be displayed as 2018.

To set up fiscal year:

1. Log in to Zoho CRM with Administrator privileges.
2. Go to Setup > General > Company Details > Fiscal Year. 
3. In the Fiscal Year page, select the Fiscal Start Month from the drop-down list.

         

   4. Choose Start Month or End Month to specify if the fiscal year name should be based on the start or the end month.
    5. Click Submit. 
Note: Changing the Fiscal Start Month affects the following:

The new as well as the existing Forecast records
The settings configured for Financial year and Financial Quarter in Reports and Dashboards.

    • Related Articles

    • Set up Fiscal Year

      The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, Zoho CRM's fiscal start month is set to ...

    • Set Week, Fiscal Year, and Time Zone

      Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...

    • How to change the fiscal year?

      The fiscal year settings help organizations configure their fiscal cycle based on the selected fiscal start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, the Zoho CRM fiscal start month is ...

    • Set up your Organization Account

      As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, which will be visible to all users across the departments. You will ...

    • Set up sync with Zoho Recruit

      Selecting a module You can set periodic sync of candidates and contacts between Zoho Recruit and Zoho Campaigns on a daily, weekly and monthly basis. From the Navigation toolbar, select Contacts module and choose Sync Services. Click New Sync in Zoho ...