View, modify, and validate fiscal periods - Legacy

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • After you generate a fiscal calendar, you can view fiscal period records, modify the start and end date, deactivate a fiscal period if necessary, and validate.

    Avant de commencer

    Role required: fiscal_calendar_user

    Procédure

    1. Navigate to All > System Definition > Fiscal Periods.
    2. Open any of the fiscal periods (see table for field descriptions) to view, modify, or deactivate.
      Tableau 1. Fiscal period form
      Field Description
      Name Name of the fiscal period.
      Start date time Date the fiscal period starts.
      End date time Date the fiscal period ends.
      Fiscal Type [Read-Only] Type of period, either Year or Quarter.
    3. Validate the fiscal periods to ensure that there are no gaps and that they match a valid style of calendar.
      1. To validate, return to the list view of fiscal periods and click Validate Periods.