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How can I update an existing fiscal year?

Navigate to the relevant framework, click into Settings, and select ‘Start New Fiscal Year.’

In order to create a new fiscal year for a given framework, follow the below steps:

  1. Click into the framework for which you would like to activate a new Fiscal Year
  2. Click into the “Settings” tab
  3. Select “Start New Fiscal Year”

          4. Follow the prompts in the pop-up and click “Start Fiscal Year” when complete

          5. Once a new Fiscal Year is created, you will be able to toggle across the Fiscal Years via the “Fiscal Year” drop-down.