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Created by Guest
Created on Aug 22, 2022

Financial year option

not all companies work on a calender year, can we have the option to display data on a financial year range so all our business data aligns

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    Andrew Ardron
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    Jul 10, 2023

    In the latest CRM release there is a new system option to set your financial year. If set then many of the year-based analysis (including cube reporting and YTD tiles on the company screen will use your financial year rather than calendar year).

    This has been a fairly complex update (involving changes to a lot of bits of analysis, along with all the usual complexity around timezones and dates) so please do let us know (via the in-app chat) if you find any issues.

    This latest CRM release is being rolled out to users over the next few weeks. When you get this update you'll see a CRM update banner and there will be more details in the linked release notes.

  • +9
21 MERGED

Choose Financial Year for At a Glance Figures

Merged
Customers would like to be able to select their own financial years for the at a glance figures.
Guest over 4 years ago in CRM App 8 Shipped
2 MERGED

Make Year to Date Figures Customizable

Merged
We would like to see our year to date figures measured against our financial year not the calendar year. It would be ideal if in settings you could determine the parameters of YTD. Heading towards the end of our financial year (31 March), the cale...
Guest over 1 year ago in CMS Editor 0 Shipped