Accounting setup · Guide 53 of 624
Fiscal year
A fiscal year in RockifyERP is your accounting year, for example 1 July to 30 June or January to December. Every transaction must fall in an active fiscal year.
How to do it in RockifyERP
- Search for Fiscal Year and click + Add.
- Enter a name, such as 2026 or 2026-2027, and the Year Start Date and Year End Date.
- Link it to your companies and click Save.
- Create next year’s fiscal year before the current one ends.
Tip: The message “Date is not in any active Fiscal Year” means next year’s fiscal year hasn’t been created yet.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.