Fiscal years
Fiscal Years in Asset Essentials are used to help your organization track work orders for budgeting, forecasting and reporting purposes. You can add past, current, and future Fiscal Years. *Note: Only Account Admins and Global Admins have the permission to add Fiscal Years.
Setting up a fiscal year
- Click on the Admin menu icon, then select Configurations.
- In the Misc section, click on Fiscal Years.
- Click the New button.
- Select a Start Date and End Date from the drop down menu calendar.
- Select a Fiscal Yr Qtr 1 End Date, Fiscal Yr Qtr 2 End Date, and Fiscal Yr Qtr 3 End Date from the drop down menu calendar.
- Click Save.
- Repeat this process to add additional Fiscal Years, if necessary.
Setting up your Fiscal Years has many benefits in Asset Essentials.
We recommend the following:
- On your work order summary page, use the Advanced Filters feature to drill down your work orders based on your current Fiscal Year, each individual quarter within your current Fiscal Year, or a past Fiscal Year. Use the scroll feature on this drop-down menu to view any previous Fiscal Year.
- Run work order reports based on your current Fiscal Year, each individual quarter within your current Fiscal Year, or a past Fiscal Year. Use the scroll feature on this drop-down menu to view any previous Fiscal Year.
