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.

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: 16th October, 2018

In This Section: