How to Change the FY
There is a view and Fiscal Year description found at the top right of every page. Click the FY to open a Choose FY: drop-down. From the new drop down click the FY (in this case 2021) and another drop down will appear with all FYs you have access to. Select the FY you want to view data from and the page will reload automatically. In this example, we are changing from FY 2021 to FY 2016.
Depending on your account settings when you log back in the application may remember the last FY you looked at. Therefore, if you switch to FY 2016 the next time you log in you may need to switch back to the current FY.
When you switch to a historical FY all Beacon reports will reference the historical data. For example, the Balance of Accounts will should Obligations from 2016 for the account you are viewing.
You can use this option to find transactions from the previous FY's as well.
Multi-Year Transaction Search
You can search for a specific transaction from previous FYs by using the Multi-Year Search found from the Multi-Year tab. Click Multi-Year --> Transaction Search.
When using the Multi-Year Search you are searching an account or the view for transaction details that may exist in multiple years. Use the FY drop-down to select the number of years in the past you want to search. For example by selecting FY 2020 the search will look for transactions meeting your criteria from 2020 - today
In the Account Scope, select if you want to search by a single account, a view, or the entire database. If you choose to only search by an Account you must enter a CAN number in the Account parameter. Next enter the remaining transaction details you are searching for. Note that when a search box has an = sign you can click the equal sign to change it to a ~ sign. When the sign is set to = the system searches for an exact match. When the sign is set to ~ the system searches for a contains match. Click search and you will land on the Multi-Year Transaction screen with your results.