Be able to put labels for fiscal periods other than 1 or 2 etc. Eg, if you are monthly, you could label the periods May or Jun, or maybe Peak 1 or Low 1 or something.

In our case, our periods are exactly monthly however, our fiscal periods do not line up with the calendar months. Fiscal period 1 for us is August. This causes a great deal of confusion when some people are reading reports as they struggle to understand what period 1 represents.

The only way I know of around this for the time being, is custom coding EVERY report that uses these periods as labels (eg Sales History Report).

By simply adding a short text field in the fiscal periods table, administrators would be able to nickname or label the periods something that makes sense for their business. Then the reports would be slightly modified to print the label for the period instead of the period number. Of course, the default label would be the period number, just as it is now, and many wouldn't realize a difference.

by: Jody R. | over a year ago | Setup / Environment