Configuring your fiscal year in Revlitix ensures that all financial reports and analytics align accurately with your organization's accounting period.
Follow these steps to set up your fiscal year:
Step 1: Access Settings
Log in to your Revlitix account.
Navigate to the Settings section from the left-hand menu.
Step 2: Go to Organization Settings
Within the Settings menu, click on Organization.
Step 3: Set Fiscal Year's Start Month
In the Organization settings, locate the option to set the start month of your fiscal year.
Choose the month when your fiscal year begins.
Step 4: Choose Fiscal Year Format
Select the format in which you want the fiscal year to be displayed across your reports.
Step 5: Save Changes
After setting the start month and choosing your preferred format, click on the Save button to apply the changes.
Step 6: Verify Implementation in Reports
Once saved, these settings will automatically update how date ranges are displayed in your reports.
The fiscal year settings will appear in the date range selections of your reports, ensuring that all financial data aligns with your newly configured fiscal year.
By following these steps, you can ensure that your organization's financial data in Revlitix is accurately aligned with your fiscal calendar.