10. Manage Fiscal Years

Fiscal Years allows you to assign an application form or funding source to a specific fiscal year period.  In the Administration Dashboard, you can set the dates that each fiscal year period starts and ends according to how your organization’s fiscal years flow, in the Manage Fiscal Years. 

Exercise 1

• Step 1: From the Administration Dashboard click on the Manage Fiscal Years Icon

• Step 2: The Fiscal Years listing will appear showing all the current Fiscal years on the

• Step 3: You can edit an existing Fiscal year by clicking on the Edit icon next to that year, or add a new year by clicking on the Add New Fiscal Year.

• Step 4: The Fiscal Year will open where you can enter the Start Date, End Date and Fiscal Year if adding a new year, and click Save or Save & Exit to return to the listing of current fiscal years.