How to change the financial year end

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

To change the financial year starting date, go to Settings (top bar, right side)>Organisation settings (left sidebar). Then click on Edit (right side of box) in Define Your Financial Year. This will allow you to change the starting month for your financial year. This will change the year to date in all reports, dashboards and presentations. It will also change the CRM year to date.