How do I change the fiscal year?

How do I change the fiscal year?

The fiscal year settings helps organizations to configure their fiscal cycle. Based on the selected fiscal start month, organizations can configure their fiscal cycle. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. 

By default, the Zoho CRM fiscal start month is set to January. 

To set up fiscal year Log in to Zoho CRM with Administrator privilege. 
Click Setup > Organization Settings > Fiscal Year. In the Fiscal Year page, select the Fiscal Start Month from the drop-down list. Choose Start Month or End Month to specify if the fiscal year name should be based on the start or the end month. Click Submit. 

Note: Changing the Fiscal Start Month will affect changes in the new as well as the existing Forecast records Changing the Fiscal Start Month will affect the settings configured for Financial Year and Financial Quarter in Reports and Dashboards. 

To change the fiscal start month please follow these steps: Click the forecast tab, click on view settings, edit it, change the start month, confirm the change and save it. Please note that when you change the fiscal start all the existing forecast will be exported to the primary contact email address and deleted permanently.

The steps to accomplish this are listed here:
    • Related Articles

    • Zoho Analytics - Setting the Fiscal Month

      For certain reports to run properly you will need to set the start month of your fiscal year in Zoho Analytics. This can be completed in Workplace Settings, details of which can be found at: ...
    • How do I change my Zoho Password

      November 2023 How do I change my Zoho Password
    • Zoho Projects - Change viewers or followers to project users

      In Zoho Projects you can follow a Project User to know about their Project activities. And once you follow a Project User, you will be notified about all their Project activities in your Project Feed. Tpo learn more about this feature, or how to ...
    • Zoho CRM User Password for Email Integration

      There are two passwords required for email integration - one is the Zoho password, the other is the email password. Zoho Admins don't have access to Users passwords, nor do I or Zoho. The primary reason is security to prove that someone did something ...
    • Zoho CRM - Zia Prediction Builder

      Zia's prediction builder is a toolkit for CRM administrators to build custom predictions in their business. You can use Zoho CRM Zia prediction builder to predict growth by year, costs, taxes, salary expenditure, the likelihood of winning or losing a ...