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    End of Financial Year

    Setup the end of Financial Year for reports in RMS.

    Decision Tree

    The setup of the end of the financial year is used on reports when selecting the 'Financial Year' date range option or where a Financial Year to Date comparison is included.

    • Information
    • Setup
    • Add Button

    Information

    The setup of the end of the financial year is used on reports when selecting the 'Financial Year' date range option or where a Financial Year to Date comparison is included.

    The Flash Report will use the month selected as the end of a Financial Year to calculate the Financial Year to Date.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Account Defaults' tab.
    3. Select the Financial Year Ending Month.
    4. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Account Defaults' tab.

    Select the Financial Year Ending Month.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Accounting > Accounting Options in RMS.
    2. Navigate to the 'Account Defaults' tab.
    3. Select the Financial Year Ending Month.
    4. Save/Exit.
    • Guide
    • Add Button

    Guide

    Go to Setup > Accounting > Accounting Options in RMS.

    Navigate to the 'Account Defaults' tab.

    Select the Financial Year Ending Month.

    Select 'Save/Exit' to store the changes made and leave the setup.



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