Accounting settings

Module menu

You access Accounting Settings from the Accounts module menu. In this menu you can:

  • Configure your fiscal year start and end months.
  • Manage and configure user defined accounting periods.
  • Define accounting period names.

How to configure fiscal year

A fiscal year is a period a company or government uses for accounting purposes. A fiscal year may or may not be the same as a calendar year.

The first step is to choose the first month of your organization's fiscal year. For many public and government organizations, this is July. For federal agencies October, and for most businesses, January or February.

This month is used in reports and charts.

Second select how your organization labels the fiscal year. 

Most organizations label the fiscal year based on the end month.

Account Settings


A university's July 2019 to June 2020 fiscal year is labeled FY20, so the Ends rule applies.

A retailer's February 2019 to January 2020 fiscal year is labeled FY19, so the Begins rule applies.

Calendarization method

You have the option to create user-defined calendar periods. After choosing user-defined periods for your calendarization method remember to configure the new date ranges in the spreadsheet.

When switching back to the default calendar month method, remember to reset the accounting calendar by deleting your user-defined periods.

Account Settings

Accounting period names

Accounting periods is an additional method of tracking and reporting bills. For example, the billing period could be when the energy was used and the accounting period could be when the bill was paid.

Use Accounting period names to change the default UtilityManagement names to match your company's names.

The accounting period is not assigned automatically.

  • Enter it during manual bill entry.
  • Add to the bill import file.

The accounting period name is displayed on bills and reports.

The accounting period number is used for bill import.

Only certain roles can manage Accounting Settings.


A report of user roles and their permissions is available for download on the Users and Roles page.

Custom user roles are created by administrators.