Use this article to manage the financial years available in Yarken.
Why Financial Years matter
Financial Years define the year options available across data loading, reporting, dashboards, analytics, budgets, and forecasts.
Each financial year uses the start month defined in Default Settings. For example, if the financial year start month is April, a financial year added as 2024 runs from April 2024 to March 2025.
What you can do
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To add new financial year, click + ADD NEW button and select the desired year.
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Review the calculated From and To period for that year.
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Edit a financial year where needed.
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Delete a financial year that is not in use.
Once you configure the financial year, the application calculates the start and end month based on the preference that you have set in the Default Settings. You can find these details in the From and To columns.
This tab contains the following buttons:
|
Button Name |
Button Description |
|---|---|
|
Edit |
Used to edit the financial year. |
|
Delete |
Used to delete the financial year. |
Important behaviour
Yarken restricts deletion of a financial year that already contains data or reports.
This helps preserve reporting integrity and prevents accidental removal of a year that is already in operational use.