Concur Invoice Professional Edition Administration Help

Add a Fiscal Period to a Fiscal Year

You can add a fiscal period to a fiscal year by extending the fiscal year. To add a fiscal period in the same calendar year, first extend the fiscal year beyond the calendar year, then modify the generated fiscal period dates until you have the correct number of fiscal periods in the calendar year, then delete extra fiscal periods. Refer to the Modify a Fiscal Period procedure for details.

To add a fiscal period to a fiscal year:

  1. In the Fiscal Calendar tab, select a fiscal year and then click Modify, or double-click the desired year. The Modify Fiscal Year window appears.

  2. Add a fiscal period by changing the end date of the fiscal year in the End Date field.

  3. Click Save.

  4. On the Alert window, click OK.

  5. If you created a fiscal year that is greater than a calendar year, on the Alert window click OK.

  6. The new fiscal periods are automatically generated and activated. Click Save.