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Managing Fiscal Year Settings in an Organisational Unit

This article provides the information on how you can add fiscal year and past fiscal years for different organisational units.

Clicking on the 'Fiscal Year' button from the view Organisational Unit page as shown in Figure 1 will open up the 'Fiscal Years' page for that Organisational Unit.

Figure 1
Figure 1

Upon doing so, the 'Fiscal Years' page of an Organisational Unit will appear as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Back Use this button to return to the view page of organisational unit
2 Add Past Fiscal Year Click to add past fiscal year for an organisational unit
3 Fiscal Year The fiscal year generated after adding the organisational unit

Add Past Fiscal Year

To add Past Fiscal Year for an Organisational Unit, click on the 'Add Past Fiscal Year' button present in the toolbar as shown in Figure 3.

Figure 3
Figure 3

After clicking on the 'Add Past Fiscal Year' button, if there is no Ledger added for an Organizational Unit then the 'Add Past Fiscal Year' pop-up window will appear with a user message as shown in Figure 4.

Figure 4
Figure 4

In such case, add some ledgers for the Organisational Unit after which Past Fiscal Years can be added.

If Ledgers have been added for an Organisational Unit, then the 'Add Past Fiscal Year' pop-up window will appear containing all the ledgers added for an Organisational Unit as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Figure 5
Figure 5
Sl. No. Name Type Description
1 Select Past Fiscal Year Required Select the past fiscal year from the drop-down menu
2 Cash Ledger Type - Add Initial Balance Required Enter the initial balance for the cash ledger type for the past fiscal year
3 Bank Ledger Type - Add Initial Balance Required Enter the initial balance for the bank ledger type for the past fiscal year
4 Bank Ledger Type - Add Initial Balance Required Enter the initial balance for the bank ledger type for the past fiscal year

Once you are done with, click on the 'Submit' button as shown in Figure 5.

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