How do you set up a financial statement that crosses fiscal years?
  • 27 Jan 2023
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How do you set up a financial statement that crosses fiscal years?

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Article summary

A financial statement can be set up that crosses fiscal years, but the process requires some careful set-up.

Answer:
If you need to produce a financial statement for a period of time that differs from the structure of the fiscal year in your General Ledger calendar, follow instructions in the attached document.    Example: Your fiscal year runs from July 1 - June 30, and you need to create a calendar year statement.


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