A helpful guide to finding and editing your company's fiscal year start month
As an admin, you have the ability to edit your company's fiscal year. This may be helpful if your fiscal year does not begin on January 1st. Setting a fiscal year start month impacts only the Goals tool. Learn more in How is Fiscal Year Displayed in Goals? and Set Automatic Goal Cycles.
Note: Making changes to your company's fiscal year will also change default end dates on goals to match the end of the current fiscal quarter.
- Navigate to Admin > Company > Settings.
- Within the Fiscal year start month dropdown, select the month that begins your company's fiscal year.
- Click Save.