Billing Q&A: Changing from Calendar Year to Fiscal Year

February 2019    Tags: ,

When I go to print reports, such as the Timekeeper Realization Report, the Current Reporting Year selection is the calendar year. Is there any way to reflect our fiscal year, which started in October?

The Tabs3 Billing Software provides the ability to select any month to be the first month of your reporting year, and it can be changed at any time.

To change your fiscal year

  1. From the Utilities menu, select Customization.
  2. On the Main tab, select the desired First Month of Reporting Year.
  3. Press Ctrl+S.

Now the desired fiscal period will be shown on reports.

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