General Ledger Q&A: Changing Your Fiscal Year

July 2022    Tags:

We are changing our firm’s fiscal year from the standard calendar year to one that ends in October. How do we update General Ledger to reflect this change?

General Ledger allows you to specify the starting month of your fiscal year. This option is reflected in reports and Account Information windows, and can be changed at any time.

To specify a new Beginning Fiscal Month

  1. From the Quick Launch, search for and select “Edit GLS Client.”
  2. Change the Beginning Fiscal Month to the new beginning month of your firm’s fiscal year.
  3. Press Ctrl+S.
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