Configuring your Fiscal Year Date

Donor Management System

You can easily configure the start and end date of your organization's fiscal year in the DMS. This'll allow you to filter your reports by either calendar or fiscal year.

Configuring your Fiscal Year Date

1. Visit your administrative Settings

2. Under Localization, select Date Formats

Settings > Date Formats

3. On the next page, you will see the following fields:

Fiscal Year Page

  • Weeks begins on: Set which day the week begins for your organization. 
  • Fiscal Year Start: Set the month and day.

4. When ready, select Save at the bottom of your screen.