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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




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


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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