Fiscal Year and Quarterly Reporting

Setting up Fiscal Year

If your fiscal year begins in a month other than January, set it up under Practice Management. At the top left of your screen, click on the Gear icon then Practice Management. 

Click on Edit profile, then select the month your fiscal year begins from the drop down box and click Save.

On any Gaidge report screen choose your date range, select Use Fiscal Year.  This Year automatically changes to begin with the first month of your fiscal year. In the example shown Last Year will display July 2019- June 2020. Click Set Default to always view by fiscal year.

You may have noticed that the date range options include both monthly and quarterly. In addition to the month-by-month reports, you can view quarter by quarter. Click Set Default to always view quarterly.