Set your fiscal year

Tell CanopyDecks when your year starts, so year-to-date figures and budgets line up.

  1. Open company settings with the gear next to the company switcher.
  2. Under Books and fiscal year, choose the month your fiscal year starts.

Each company has its own fiscal year. Packets already built keep the months they were built with; refresh a packet, or build it again, to use a new fiscal year.

More in Getting started

Still stuck? Email canopydecks@gmail.com with the company name and what you were trying to do.