Beacon makes it easy to store your financial year for reporting purposes.


Configuring your financial year

  1. Open Settings > Charity preferences

  2. 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.

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