Setting up Financial Years

  • Financial years determine the cycle of activities within Kendo and will impact reporting
  • Set up the financial year in Kendo to mirror your organisation’s financial planning and reporting cycle
  • To add a new financial year, select “Add Financial Year”.
  • Add the start date for the financial year. The end date will populate automatically to 12 months later
  • You will need to create a new financial year for each new year. These can be created in advance to enable objectives to be set for the coming financial year

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Thank you for requesting our white paper, please complete the form below and you will gain access.

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