Creating a fiscal year

  1. On the SPE home page, select Administration > Periods.
  2. On the list view section of the Periods tab, click + to open the Add New Fiscal Year window.
  3. Specify a date in the Start Date field.
    Note: The End Date field is populated automatically to one year after the selected start date but you cannot edit the value.
  4. In the Fiscal year Periods section, click + to create a new period.
    Note: The Period Name is automatically populated and cannot be edited. The Period Start Date and Period End Date are automatically populated and can be edited, except on the first period record.
  5. Select a value in the Quarter field and change the Period Start Date and Period End Date according to your requirements.
    Note: You must select the quarter in a sequential order.
  6. Optionally, click + again to create multiple Fiscal year Periods until the fiscal year coverage is complete.
  7. Specify a value in the Number of years to generate field.
  8. Click Generate.