Financial/Fiscal Year Calendar

The Financial Calendar tab is used to define the beginning and ending of, and the fiscal periods within, the company's business year. For the Net-Chef Dashboard, this calendar also determines the period used in "Periods to Date" calculations on the Performance Metrics widget and the date range for the Daypart Sales widget. To create this calendar quickly and easily, try the Calendar Wizard. {Franchise Note}: Franchisees will be allowed to define calendars for their own locations. Franchisors will only be able to define calendars for their own locations.

Under the Corporate menu, click Financial Calendar.
Select the Financial tab.
Select the appropriate Fiscal Year from the drop-down.

Enter the From and To dates of the fiscal year. These dates cannot be edited once changes to the Financial or Post Calendars have been saved. (If necessary, click the Previous Fiscal Year button to view the dates for last year; this will help you figure out what the dates should be for THIS year).

Click the Increment icon, select the desired increment period and click Submit. The system will generate the Financial Calendar for the year.

If the calendar is not to be created automatically, click the Plus (Add) icon and enter the End Date for each period individually.

When finished, click Save or Save and Close.

Note: At least one "Financial Calendar" record MUST be entered for the Fiscal Year before creating any of the other calendars for that year.