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Field List

Using the Fiscal Year Calendar

Before you start

  • Make sure the adjustment and closing periods of the current fiscal year are unlocked.
  • Post your adjustments to the adjustment period (if that is the practice you follow) and your revenue and expense accounts to the closing period of the current year.

Note: The steps in this help topic apply to the Sage HRMS desktop product. Navigation and available features may differ in the premium web version of Sage HRMS.

To add a new fiscal year

  1. From the Navigation Pane, select Setup > Payroll > Payroll Setup > Fiscal Year Calendar.
  2. Clear the Active option for the current fiscal year, then click Save.
  3. Click the New icon beside the Fiscal Year field.
  4. Click Add to add the new year.

After adding a new fiscal year

Edit a fiscal year

  1. Select the year to edit, then make your changes.

    Note: You can change the Start and End dates, and the Status for each fiscal period in the table.

  2. Click Save to save your changes.