Add Historical Fiscal Year

Use this window to add previous years to the beginning of the fiscal calendar. If you already have historical data on your system, simply add those years in this screen to view the records and access the data for reports.

This window will default dates and period labels for the prior year, although you may edit the period labels.

Note: Users with historical data dating back prior to the release of v11 (2002) may not be able to access some data if it was previously purged from the software.

Fields

Descriptions

Fiscal periods

Fiscal year

The previous fiscal year defaults (based on the existing fiscal years). No changes are allowed.

# Periods

Enter the number of periods that you want to include in this fiscal year (the number defaults from then number of periods used in the existing fiscal years, but this number may be changed). Fiscal calendars can include anywhere from 1 to 13 periods; this allows companies to operate within a non-standard fiscal year.

Note: If fewer than 12 periods / 4 quarters comprise your fiscal calendar, then the end date of the current quarter is the last period that does exist in the calendar.

Start date

The starting date of the first period of this fiscal year defaults based on the pattern established for the earliest existing fiscal year. Press Enter to accept this date or use the Date Change window to select a different date.

Grid

#

The number of periods that comprise this fiscal year display. Fiscal calendars can include anywhere from 1 to 13 periods; this allows companies to operate within a non-standard fiscal year.

Period

The period labels display, and may be changed. Period labels are included on various reports and screens throughout Spectrum, and functions using these labels will be changed to reflect any changes made here.

Start date

The starting dates of the periods in this fiscal year default. The first period Start date is the same day as the Start date of the fiscal year, and each subsequent Start date is one day after the End date of the previous period. No changes are allowed.

End date

The end dates of the periods in this fiscal year default (based on the end dates used for established fiscal years). End dates may be changed, but they must be later than the previous period end date and two days before the next end date. Each time a new end date is entered, the software automatically adjusts the start date of the next period accordingly.