Table of Contents
Introduction
The Fiscal Calendar page allows you to enter in custom month end dates. Any user from your company can see the page, but only those with the ability to edit the page can make changes. Please note that editing historical dates will require that you contact Chatham for assistance.
Manage Fiscal Calendar
From the welcome page, click Fiscal Calendar under the Operations module:
This page will show the fiscal calendar for a given fiscal year (current and up to three years into the future):
Customize Month-Ends by clicking on the dates which you desire to be designated as your company’s month end. You can simply unclick a date to remove it as a Month-End. The default is for the calendar to show the last day of the month as the Month-End.
The sequence above shows the Month-End changing from January 31st to January 28th:
To start from scratch and determine an entire year’s Month-Ends, select Clear Month-ends for selected year in the top right corner:
If changes have been made incorrectly, the work can be undone by selecting Undo Changes on the bottom right corner of the page:
If you are satisfied with the changes, the work can be saved by selecting Save Calendar on the bottom right corner of the page: