Creating a Fiscal Calendar in NetSuite

Ron Danenberg1 min

🚨 Problem: Need to create a fiscal calendar in NetSuite but not sure how? 🚨

This tutorial will walk you through the steps to create a fiscal calendar in NetSuite, ensuring your financial setup is accurate and aligned with your accounting periods. 📊✨

Step-by-Step Guide 📋

  1. Ensure Multiple Calendars Feature is Enabled
    • Before creating a fiscal calendar, make sure the Multiple Calendars feature is enabled. 🔄🗓️
    • If you’re unsure how to do this, check out the previous tutorial on enabling the feature. 🎥✨
  2. Navigate to Fiscal Calendars
    • Go to the main menu: Setup > Accounting > Fiscal Calendars. 🔧📅
    • Note: If you don’t see this option, it’s because the Multiple Calendars feature isn’t enabled yet. ⚠️
  3. Create a New Fiscal Calendar
    • Click on New Fiscal Calendar to start the process. 🆕📅
  4. Enter Calendar Details
    • Provide a name for the calendar, e.g., Demo Fiscal Calendar. ✏️
    • In the First Fiscal Month field, enter the month when your fiscal year starts. 📅
    • Check the box for Default Fiscal Calendar if you want to assign this calendar to new subsidiaries. ✅🏢
  5. Save Your Calendar
    • After entering all necessary details, click Save to finalize your new fiscal calendar. 💾✔️

Congratulations! 🎊 You’ve successfully created a fiscal calendar in NetSuite! 🌟🎉

If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥✨💼

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