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Report on Different Year End Periods

Use this simple trick to report using a different financial year end to your accounting data.

Written by Shem Bogusz
Updated over 10 months 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 a Consolidated Group
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    ​Tip πŸ’‘: this can contain a single organisation.
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  2. Set the Reporting year end in the group as per your requirements.
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  3. Now report using the Consolidated Group to use the new year end period.

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