Financial Year
Navigation Path
Company → Masters → Financial Year
1. Financial Year List Page
URL
/masters/financial-year
Page Description
- Displays a list of all financial years configured in the system
- Allows admins to manage active and historical financial year records
- Provides actions to add, edit, and delete financial year entries
List Table Columns
| Column Name | Description |
|---|---|
| S No | Serial number |
| From Date | Financial year start date |
| To Date | Financial year end date |
| Actions | Edit and Delete options |
Row Actions
| Action | Description |
|---|---|
| Edit | Opens Edit Financial Year page with pre-filled data |
| Delete | Opens delete confirmation alert |
2. Add Financial Year Page
Triggered From
Financial Year List Page → Add Financial Year button
Page Description
- Allows admins to define a new financial year period
- Used for payroll, accounting, and statutory calculations
Add Financial Year – Fields
| Field Name | Type | Mandatory | Description |
|---|---|---|---|
| From Date | Date Picker | Yes | Select financial year start date |
| To Date | Date Picker | Yes | Select financial year end date |
Actions
| Action | Behavior |
|---|---|
| Save | Validates and saves the financial year |
| Reset | Clears selected dates |
| Cancel | Returns to Financial Year List page |
Validation Rules
- From Date is mandatory
- To Date is mandatory
- To Date must be later than From Date
- Overlapping financial years are not allowed
3. Edit Financial Year Page
Triggered From
Financial Year List Page → Edit icon
Page Description
- Allows updating existing financial year details
- All fields are pre-filled with saved data
Editable Fields
| Field Name | Editable |
|---|---|
| From Date | Yes |
| To Date | Yes |
Actions
| Action | Behavior |
|---|---|
| Update | Saves changes |
| Cancel | Discards changes and navigates back |
4. Delete Financial Year Confirmation Alert
Triggered From
Financial Year List Page → Delete icon
Alert Content
- Confirmation message before deletion
Actions:
- Confirm / Yes → Deletes the financial year
- Cancel → Closes the alert without action
Delete Behavior
- Financial year is removed permanently after confirmation
- Deletion may be restricted if the financial year is already in use
End of Documentation