How to Change the FY


There is a view and Fiscal Year drop down found at the top right of every page. Click the FY to open a Choose FY: drop-down from the pop up. Click the desired FY from the list of possible FY's available. and another drop-down will appear with all FYs you have access to. The page will reload automatically with the new FY data.




When you switch to a historical FY all Beacon reports will reference the historical data as you navigate to a new page in Beacon. In other words if you change the FY on one page in Beacon Finance and navigate to a new report the application will continue to use the new selected FY.


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. 


To update this setting click on the Admin tab --> My stuff -->User profile 



From the user profile page click Edit User Information



From the Edit User Profile page check or uncheck the Always display the current FY upon log-in