Note: This feature is only available with the Finance element
Beacon makes it easy to store your financial year for reporting purposes, including filters and chart grouping.
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
Filtering
When filtering records (e.g. payments) using a date field, the following options are available:
This financial year
Next financial year
Last financial year
Charts
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.