How to Set Up Financial Year for Your Elvanto Account

Go to Settings and once the page loads, select Financial.

Once the page loads, you should be able to see a heading marked as ‘End of Financial Year’. Match up the Day & Month to the end dates of your reporting year.

Once the End of Financial Year setting has been configured, navigate to Financial > Batches,Transactions or Pledges. You will then be able to filter by Financial Year.

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