Fiscal Calendar Import

Modified on Thu, 10 Apr at 3:45 PM

Update your Excel file with the following format. 

•    FiscalYear

•    FiscalPeriods allows for 1-13

•    StartDate: YYYYMMDD

o    Can't already be in the database as a startDate or EndDate

o    Must be the next day of the previous period EndDate + 1

•    EndDate: YYYYMMDD

o    Can't already be in the database as a startDate or EndDate

o    Must be greater than or equal to the period StartDate

•    Quarter allows for 1-4

 

Navigate to Admin | Business Planning | Fiscal Calendar and click IMPORT.


After selecting the file, you’ll get the success/fail message:


If successful, click Import.


New record(s) are added to the calendar.


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