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Report on Different Year End Periods
Report on Different Year End Periods
Use this simple trick to report using a different financial year end to your accounting data.
Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Calxa configures your companies financial year end as per your accounting setup, however you may occasionally find it necessary to report using a different year end period. For example some reports include a YTD range where the dates are calculated using your financial year end.

  1. Create an Organisation Group
    Tip ๐Ÿ’ก: this can contain a single organisation.

  2. Set the Reporting year end in the group as per your requirements.

  3. Now report using the Organisation Group to use the new year end period.

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