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This guide has been reviewed against our global client base and classed as relevant to all regions

The year start date for budgeting purposes is set on the estate record - a separate financial year start can also be set

1. Year start date

The year start for budgeting purposes is set here

In Year start:

  • Click the calendar icon and select the date

    Changes to this date are automatically logged in the Activity Feed

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2. Financial year start

The Financial year start can be set differently to the above year start, if required

In Financial Year start:

  • Click the calendar icon and select the date

    Changes to this date are automatically logged in the Activity Feed

Info

If you do not have a different financial year start date, then leave this field blank and the Year start date will be used

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The year start date for budgeting purposes is set on the estate record - a separate financial year start can also be set