Company profile and working calendar

Fiscal year, registrations, working days, holidays and the close schedule.

ForAdmin and super administratorSystem configurator

Company profile

  1. Go to Settings → Company profile. Fill in the details and the Fiscal year starts in month, then press Save company details.
  2. Add GST, PAN, TAN and other numbers under Registrations, with Valid up to if they expire.

Changing the fiscal year affects closes you create from now on. Existing closes keep their tasks.

Working calendar

  1. Go to Settings → Working calendar.
  2. Tick your Working days.
  3. Add holidays with Add holiday, or paste a list (one per line: Date, Holiday name) and press Import holidays.
  4. Set the close schedule: which working day of the month is WD1, how many pre-close days there are, how long the close runs, and whether a statutory due date on a holiday moves to the previous or next working day. Press Save schedule.

Each company has its own calendar, so a close created for several companies dates each one from its own calendar.