Fiscal Year Workform

A fiscal year is the period of time for which an organization plans the use of its money. You create fiscal year records and then link the funds to the fiscal year. Your library can have multiple fiscal years of varying lengths that may overlap and be active at the same time.

Use the Fiscal Year workform to:

• Create a Fiscal Year record - See Setting Up Fiscal Years.
• Create a fund record linked to the fiscal year - Select Tools > Create Fund. See Create a fund.
• Define the fiscal year - Type dates in the Start Date box and End Date box.
• Name the fiscal year - Type the name for the fiscal year in the Fiscal Year Name box.
• Assign the fiscal year to a library - Select the owner’s name in the Owner box. The default is the login library.
• Delete the displayed fiscal year record - Select File > Delete, or click .
• View the funds that are linked to the fiscal year - Select Links > Fund Explorer.
• Print the fiscal year record - Select File > Print, or click .