I need to reconfigure fiscal start and end dates. ...
# ask-stanley-ai
m
I need to reconfigure fiscal start and end dates. Can you share best practices to do this in OneWorld?
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To reconfigure fiscal start and end dates in OneWorld, you would need to adjust the Accounting Periods. However, please note that changing the fiscal calendar can have significant impacts on your financial reporting and should be done with caution. Here are the steps to do this: 1. Navigate to Setup > Company > Fiscal Calendars. 2. Click 'Edit' next to the fiscal calendar you want to change. 3. Adjust the start and end dates of the fiscal periods as needed. Please note that you cannot change the start date of a fiscal period if transactions have been posted to it. Also, the fiscal periods must be continuous, without any gaps between them. If you are trying to adjust the fiscal weeks in a saved search, you might need to use a formula to offset the date. For example, you could use
add_months({trandate},9)
to offset the start date by 9 months. Remember, any changes to the fiscal calendar should be thoroughly tested in a sandbox environment before being implemented in the live account.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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