Changing your financial year date

Within the System Settings screen are your financial year start and end dates.

These should exactly match the accounting periods used to create your annual accounts.

Changing your financial year end and start date with the Charity Commission

It's straightforward to change your financial year end and start date with the charity commission - to make this change, this link provides further information.

Here are some reasons why you might want to change the date:

• if you have a non-standard financial year start date (perhaps because you've never updated this since your charity became registered);
• you would like your financial year to be adjusted (perhaps your organisation currently budgets and reports per tax year, but would find it useful to move to per calendar year).

If you change the date, you will have a financial year that is not the usual 12 months in length. This is because your current financial year is either shortened or lengthened so that subsequent financial years begin on the desired date.

Changing your financial year end and start date within ExpensePlus

Your accounting periods within ExpensePlus need to match the accounting periods on which you create accounts.

So you should only make this update within ExpensePlus once you have officially changed your organisation's financial year with the charity commission.

To make the change within ExpensePlus, click the 'edit' button to the right within the financial year's section in the system setting screen.

Then in the popup that appears you will be able to adjust the end date of your current financial year.

ExpensePlus can handle financial years that aren't the typical 12 months in length.

All of the financial and donation reports within ExpensePlus will correctly display the financial months (or part months).

If you have any questions or need further guidance, please click the 'send us a message' button at the top of the page.