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. 
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- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How to add a budget or forecast
- How ScaleXP reads dates
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)