Stand in a Date column. Enter the financial year-end month and a Financial Year column is created.
Assist Pro + → Resources → Finance Tools → Accounting Tools → Date to Financial Year
Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.
Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.
Browse all toolsChoose the accounting schedule or source-column range you need to calculate or inspect. On Assist Pro + › Resources › Finance Tools › Accounting Tools, choose Date to Financial Year to stand in a Date column. Enter the financial year-end month and a Financial Year column is created. Compare the calculation or reference to the actual transaction, agreement or applicable guidance.
Grouping accounting transactions according to a selected year-end.
Speeds recurring calculations in financial spreadsheets when you need to enter the financial year-end month and a Financial Year column is created.
Speeds preparing or checking tax, depreciation, lease and ledger calculations by helping enter the financial year-end month and a Financial Year column is created.