Change the format of the fiscal periods names to make it more compact

[Dimitris Tranoudis]

Currently the system produces the lengthy name:

Is there a way to make the names of the monthly

fiscal periods automatically/systematically more compact?

In other systems I see them described as simply: '05/2025'.

Do I have to rename all fiscal periods one by one?

How to produce the next ones with the compact format?

Any help would be appreciated!

[Luis Palacios]

Hi Dimitris,

When financial plans are created especially in bulk (by providing a start - end date) it will default to this naming convention. Fiscal periods can be created via XOG using the entity xog and would allow to provide friendlier names

[Dimitris Tranoudis]

Thank you @Luis Palacios. Very clear and very helpful. 

[Ming Cheung]

Hi Dimitris,

You can rename your fiscal periods in the Classic UI if you have administrative access.  Navigate to Administration. --> Finance --> Setup

Select Entities, then click on the name of you Entity and select the fiscal periods tab.

You will see a list of all your fiscal periods and the name is editable from here.  Depending on the age of your system and how your fiscal policies are setup, you may have a lot of entries in this list.  This table uses our legacy user interface but it does allow for in-line editing of the period name.

Update the name here and it should be reflected when you return to the modern UX.

[Dimitris Tranoudis]

Great answer Ming.

I appreciate your attention and contribution.