change fiscal periods

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Posted on by Community Member Microsoft Employee

I have changed the last day of fiscal year from 9/30 to 12/31, and # of periods from 12 to 15. However, once I click the "calculate" button, the date of periods are changed to 10/1/2017, 10/31/2017, 11/30/2017.....11/30/2018.

I have adjusted the date of period 2-15 to the fist day of each month and clicked "calculate" again, but all dates of period 2-15 are back to the last day of each month. Can anyone advise whether I should re-calculate after changing the date of each period? Thanks!

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L Vail 65,271 on at

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RE: change fiscal periods

I agree,

If you have odd period dates, you must change them manually. The system will not recalculate it the way you want it to.

Leslie
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Lisa at AonC.com 3,132 on at

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RE: change fiscal periods

Do NOT recalculate the second time! (You only click it once to "build" the periods. Then you just need to override the dates since you are building a non-standard fiscal year.)