How to set up Financial Year for Your Elvanto Account

Go to Settings in the User Nav, 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.

Financial Settings - End of Financial 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.

Filter - Financial Year

Last Updated: 31st August, 2015

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