Setting up Fiscal Periods

A fiscal period is a budgetary accounting period. When system date is enabled on Rezlynx you will need to enter your fiscal periods to determine when your end of week, month, and year will run.

A fiscal period warning may also appear when the existing configuration is due to expire.  You will see the following warning when logging in to Rezlynx ->

1. Click the 'Add' button next to the year field
2.  Select the required year in the drop-down box and click OK
3. Under 'Details for xx' enter the start and end date of your fiscal year and click 'auto generate'
4.  The fiscal months will auto-generate and appear below, check through each line to ensure they are correct, if you need to amend you can over-type the date or use the calendar selector

5. If the weeks/months are incorrect correct the first and second week/month and remove all other weeks/months using the ‘Remove’ tab:

6. Re-add the remaining weeks and they will follow the same pattern as the above one you have amended i.e. start week on Monday and end week on Sunday:

7.  Repeat Step 4 for the Fiscal Weeks
8. Once all of the fiscal periods are correct click 'Save' at the bottom of the screen.

To add another fiscal year, simply repeat the steps above.