Fiscal Year
Many clients have fiscal years that are not calendar years. We need an easy way to set the fiscal year (e.g. 10/1-9/30) and be able to use this to filter list views.
Lisa M Nespeca
shared this idea
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Lisa M Nespeca
commented
Submitting this again for another client. This client needs to create finance, accounting and CEO dashboards / portals with the ability to open the payment records. It is a significant handicap not to be able to give them the information they need at their fingertips because we cannot filter by fiscal year. When multi-year grants are provided, we need an easy way to filter by "this fiscal year" "next fiscal year" etc. Agree with Roger's comment.
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DavidGray93
commented
This also doesn't really exist in the search criteria - you can manually add the dates in reporting but the option of the "past year" as opposed to tax years feels very odd on a system primarily focused on money.
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Roger Lindenbach
commented
It would make sense to me if you could set a fiscal year in the Global Settings and then have that as the basis for Advanced Searches through date fields.