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How do I auto create Financial Years?

Modified on: Mon, 2 Feb, 2026 at 5:11 PM

Navigate to Financial Year Groups

Click "Auto populate"

A screenshot of a computer

Description automatically generated

This auto population criteria is then driven by the "Set-up" tab.

A screenshot of a computer

Description automatically generated

This can be run automatically by the run period end scheduler which will also run the other criteria found on the financial year group set up tab.

Customer search terms

Financial Year structure

Auto populate button

FYG populate

Future financial years

Future period creation

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