Adding a New Financial Year

Click on the Financial Year drop down menu above the toolbar.

Then select Add New Financial Year from the list in the drop down menu.

Click Create next to the financial year that you would like to create.

Click Done to complete the addition of the financial year.


  1. Bob Guernsey

    How do I transfer obligation templates to the next year

    1. Cyndi Meuchel

      We don’t currently do this because we don’t know what date the obligation should fall on in future years. Since days of the week change every year, we don’t want to make assumptions. We are looking at copying date-less templates over in a future release.

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