GivingData tracks each fiscal year individually, which provides control over the specific dates a fiscal year spans, and provides flexibility in case the fiscal year schedule changes. Tracking each fiscal year individually also helps determine if budgeting should be enabled for a specific year, and if the required distribution for a given year should be tracked.
In addition, the holidays to be observed throughout your GivingData site can be configured.
Settings and configurations for your GivingData site’s fiscal years and observed holidays can be managed in Admin Tools & Settings.
- Click the gear icon in the navigation menu.
- Click Calendar Settings.
- Click a dropdown to configure the related settings. Details are available in each section below.
Fiscal Years
Fiscal years must be configured to ensure that all dashboards function effectively. Fiscal years can be added once a year, or additional fiscal years can be added to allow for future planning.
- Click Add New to add a new fiscal year.
- Select Yes in the Budgeting Enabled field if the budget manager will be used for this fiscal year. This makes the fiscal year available for use in Payments & Approvals dashboards.
- Select Yes in the Budgeting Enabled field if the budget manager will be used for this fiscal year. This makes the fiscal year available for use in Payments & Approvals dashboards.
- Existing fiscal years can be edited using the pencil icon or deleted using the trash can icon.
Holidays
Manage the observed holidays for use throughout your GivingData site. For example, if a calculated due date for a workflow task falls on one of these holidays, the due date is moved to the next business day.
- Within each national holiday section, check the box for each holiday that should be observed annually in the site.
- Within the Custom Holidays section, click Add New to add a custom holiday to observe in the site.
- Click Add Another to add the next recurring date of the holiday. It is recommended to add holiday dates for at least the next 5 years.
- Click Add Another to add the next recurring date of the holiday. It is recommended to add holiday dates for at least the next 5 years.
- Within the Custom Holidays section, existing holidays can be edited using the pencil icon or deleted using the trash can icon.