All Collections
Getting started With Frankli
As an Admin
How to set the start of your Fiscal Year
How to set the start of your Fiscal Year

A brief guide to adding the details of your company's Fiscal Year to Frankli

Ronan McCabe avatar
Written by Ronan McCabe
Updated over a week ago

Setting up the start of your fiscal year allows you to view analytics and reports by quarter based on your organisations a fiscal year. e.g if your fiscal year starts on April 1st then, in Frankli, Q1 will start on April 1st and end on Jun 30th.

This will apply to ALL users in your organisation.Navigate to your sidebar menu item and find the 'Admin' menu.

This will take you to your Admin dashboard with the following options.

Click on 'Company'

You will then be brought to the following page.

Click on 'Other'

Then click on 'Fiscal Year'

On this page, you can set up the start of your fiscal year.

Once you have chosen the start of your fiscal year, click 'Update' and your change will be applied.

Did this answer your question?