Adding Future Fiscal Years
Once the initial calendar exists:
Go to Organization Settings → Calendar
Click Add FY [Next Year]
The system:
Pre-fills the start date
Locks the start date (based on prior year)
Auto-generates periods using your original calendar type (unless you are using the custom calendar template)
Adjust period end dates or quarters if needed
Click Create Fiscal Year
Editing Existing Fiscal Calendars
What You Can Edit
Fiscal Year Start Date (except Custom calendars)
Quarter assignments
Period end dates
What Happens When You Edit
Periods and quarters are recalculated automatically
Changes restate period and quarter data across the entire application
Save Protection
Unsaved changes show Save / Discard
Leaving without saving triggers a confirmation:
Leave without saving
Save and Close
Keep working
Resetting the Fiscal Calendar Type
When Reset Is Allowed
No events, budgets, invoices, or coupons exist
How Reset Works
Click Reset Fiscal Calendar Type
Confirm the warning:
Resetting will erase all calendar settings and restart setup
Calendar setup restarts from scratch
When Reset Is Disabled
Contact Shopperations support if needed
Resolving Calendar Gaps or Overlaps
If fiscal years overlap or have gaps:
A warning icon appears on the Calendar tab
Inline message highlights affected years
👉 Fix by adjusting fiscal year start dates or last period end dates.