Financial Year - Header and Details tabs

Header tab

These data fields are captured on the Financial Year - Header tab.

Field

Description

Site

The Site to which the Financial Year applies.

A User with access rights to this Site can view and use this Financial Year.

Select a Site from the lookup list.

Financial Year

The Financial Year to which the Site is linked. For example “2007”.

Active

Ticked if the Financial Year is active and available in a lookup list.

 

Details tab

These data fields are captured on the Financial Year - Details tab.

Field

Description/Setting

Start Date

The date of the first day of the Site Financial Year.  For example “1/1/2007”.

This date must also be the start date of the first Site Financial Period.

End Date

The date of the last day of the Site Financial Year. For example “12/31/2007”.

This date must also be the last day of the last Site Financial Period.

Site Currency

The currency used by the Site for budgets.

Base Currency

The currency used by the organisation for budgets.