To Add/Update Financial Years
There are two ways to add/update financial years:
- Through Settings Module
- Through quick add
- Through Settings Module.
Go to Settings-->Branch Settings-->Financial Years on the home page.
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Click Branch Settings-->Financial Years.
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On the left navigation bar, select Branch Settings.
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Select Financial Years.
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A preview of the Financial Years menu is shown below.
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Click on the Search button to view all the financial years.
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Now you can view all the financial years.
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You can add/update financial years.
To add a new financial year:
To add a new financial year, go to the Settings homepage-->Add(Branch Settings)-->ADD Financial Years.
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Or click the Add button in the top right corner of the Financial Years menu.
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Now fill all the fields in the Add Financial Years menu.
The fields include,
- Name - Provide the name(Ex. 2023-2024)
- Order Number - Provide the order number.
- Start Date - Provide the start date. The start date of the financial year mostly starts on the first of April.
- End Date -Provide the end date. The end date of the financial year mostly occurs on the 31st of March.
- Description - Provide description if any.
Click on the Save button to save the changes.
If you need to add more than one financial year, then click on the Save & Continue button. Now you can add more financial years.
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To update the existing financial year:
To update an already existing financial year, click on the Search button in the Financial Years menu.
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Click on the Update action to update a financial year.
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Update the details, and then click on the Update button to update the changes.
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2. Through quick add
We can also use the Search menu for quick searches.
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Use the keyword "financial" to find the Update Financial Years menu.
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