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Set Financial Year

  • Robert Appleton shared this idea 4 years ago
  • Reporting
  • 6 Comments


43 Votes
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Not everyones financial year runs January -> December
Ours runs April -> March each year, so we end up running two reports and manually combining.

It would be useful to specify financial year within settings and report on that period

6 Comments

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Russel Braum commented 2 days ago
This would be very helpful as I currently have to generate my financial year income report manually. Would be great if the dashboard widget could be changed to financial year as well.
James Rowe commented 1st August 22
Hello, yes this feature would be most beneficial for people who operate on a different financial year. It would also integrate better with Xero, as this accounting software is fully customisable depending on when your financial reporting obligations (taxes) are due by. Thanks and have a nice day. Kind regards, James Rowe.
Paul Murphy commented 2nd July 22
1st July - 30th June, reporting in, this would be very handy.
Melanie Bennett commented 21st July 21
My financial year is: 1st July - 30th June. It's very frustrating and time consuming not being able to select this in WHMCS
fragger commented 7th January 20
Our Financial Year runs from Jan -> Dec but yes, there should be an Option.

Maybe this can placed under "Setup > Payments > Tax Configuration > Field: Auto Reset Numbering".
ramf commented 17th December 19
This is similar: https://requests.whmcs.com/topic/ability-to-specify-fiscal-year-end-reports