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Update the Fiscal Year

Updated over a week ago

By default, the fiscal year begins January 1 and ends December 31. If your fiscal year does not start on January 1, you can change it in Bloomerang CRM.

Bloomerang CRM uses your fiscal year in reports, and to calculate the Amount Raised This Fiscal Year metric on the Home page

Update the Fiscal Year Start

To update your fiscal year start date:

  1. Click Settings .

  2. Select Organization.

  3. Enter or select your Fiscal Year Start. The fiscal year ends the day prior to your fiscal year start date. For example, enter July 1 if you fiscal year is July 1 through June 30.

  4. Click Save.

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