Beacon makes it easy to store your financial year for reporting purposes.
Configuring your financial year
Open Settings > Charity preferences
Scroll down to the Financial section, and choose the month when your financial year starts.
Using financial years
When filtering records (e.g. payments) using a date field, the following options are available:
This financial year
Next financial year
Last financial year
You can also group by financial year, when grouping using any date field:
Frequently asked questions
Is it possible to export financial year to CSV
Not currently. If this would be useful to you, please let us know!
Our financial year starts during a particular day of the month. Is it possible to set a day (e.g. 6th April)?
Not at the moment! Please let us know if this is important to you.