How do I set up Fiscal Periods on my Account?

You, or a customer admin on the account, will select 'Settings' > 'Fiscal Periods'. Here, you have the option to set up 12 or 13 fiscal periods per year. At the top of your page, you can adjust the year or toggle to 12 or 13 periods. You will enter in your fiscal period dates and select save!

Please find our Fiscal Period video below that helps explain how to set this up!