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How to change the month your business year starts

You may run your financial year from April to April, while others may stick to January to December. Follow these steps to switch yours up...

Updated over a week ago

Any changes made to the year start setting are applied to all users on OneUp. Consult a senior member of your team to get approval before following these steps.

  1. To start, go to Manage then Customize OneUp to bring up a new page.

  2. While in the General section, scroll down to see the Year Start dropdown menu. Select the month you would like your year to start, and click Save on the bottom right.

  3. Once this is changed, it will be reflected when you select the following preset time periods in any date picker on the platform:

    1. This Year

    2. Year to Date

    3. Last Year

    4. This Quarter

    5. Quarter to Date

    6. Last Quarter

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat - we'll be happy to help! πŸ’™

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