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Different fiscal year for expenses

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Posted on by Paul Robertson

My company's financial year runs from July - June but for expenses the year needs to run as the tax year April - March so that mileage tiers work properly (e.g. if employee goes over 10,000 miles in tax year they get paid less).

Is it possible to use two different fiscal years in this way and if so how do I set it up that expenses runs only off the second one?

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saurabh bharti 15,059 Moderator on at

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Hi,

As far as i understand we do not have any option for defining specific calendar for expenses in D365

May you can try using Policies under expenses to define criteria , if thats possible

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Bharath jain 1,580 Super User 2026 Season 1 on at

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Hi,

As Saurabh suggested, there is no option to create separate fiscal year for expenses.

Regards,

Bharath Jain

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d365 Dynamics comm... 8 on at

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The fonctionality ledger accruals can help you.

you will distribute the expenses on the right periods;

see: https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/accruals-overview

BR,

Karim BELHEDI

KPMG

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