Creating a Year

  1. Starting from the top navigation, click > Planner > Settings > Year.

  2. Select: Fiscal years are always added consecutively. Therefore, you can append the already created years to preceding or following years:

    • If you want to create a preceding year, click Create Previous.

    • If you want to create a subsequent year, click Create Next.

  3. A dialog box opens.

  4. Choose:

    1. If you want to apply the exchange rates from the previous year, click Yes.

    2. If you want to create the exchange rates for this year, choose No.

You have created a new year.