Salesforce

How To Find The Fiscal Year

« Go Back
Article Info
000023473
Where is the user's Fiscal Year set?
1. Go to Office Manager Maintenance Practice Setup Practice Resource Setup
  - Under Practice Information in the top left, click EDIT

2. Scan down untill you find the section:
        Fiscal year's beginning month (1-12):
  - The 1-12 stand for the month in the year.
     Example:
     1 - January    2 - February    3 - March    4 - April    5 - May    6 - June     7 - July
     8 - August     9 - September    10 - October    11 - November    12 - December

3. Enter the Month the office wants for their fiscal year in the box (It is usually January).

IMPORTANT NOTE: If, after using DENTRIX for any period of time, and transactions have been posted, you should not change the Fiscal Year beginning. if you decide to change the Fiscal Year, you MUST contact Customer Support for assistance.  A utility will need to be run to correct your Totals.
Article Properties
How To Find The Fiscal Year
15104

Powered by