Fiscal Year in Zoho Vertical Studio | Vertical Studio Help Guide

Fiscal Year

Fiscal Year in Company Settings defines the default financial reporting period for subscriber organizations in your Vertical Studio application. This helps align records, summaries, and reporting periods with business accounting cycles.

You can configure the fiscal year start month and choose how the fiscal year is named in your application. For example, for April 2024 to March 2025, naming by start month shows 2024, while naming by end month shows 2025.

To configure Fiscal Year for your application from the developer console:
  1. Log in to your Developer Console.
  2. Go to Build > Company Settings.
  3. Open Fiscal Year.
  4. Configure the required values:
    1. Start Month of Fiscal Year
    2. Display preference of Fiscal Year (based on start month or end month)
  5. Click Save.
  6. Publish a new application version.

Publish and version upgrade behavior

If Fiscal Year settings are configured in the Developer Console, they are available for new subscriber signups in the published application version.
To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.
The following table explains the upgrade behavior of an existing packaged Fiscal Year settings that are already deployed in the subscriber's organization.

Property

Upgrade Type

Subscriber Modify Access

Start Month of Fiscal Year

Non-upgradable

YES

Display Name of Fiscal Year

Non-upgradable

YES


Consider the following scenario to understand the packaging behavior better:
Version 1: Fiscal Year not configured in Developer Console
Assume that there are two subscriber organizations before upgrade:
  1. Subscriber1: Fiscal Year already set by the subscriber.
  2. Subscriber2: Fiscal Year not set.

Version 2: Fiscal Year configured in Developer Console
After publishing Version 2 and upgrading existing subscribers:
  1. Subscriber1: No change. Fiscal Year remains as set by the subscriber.
  2. Subscriber2: Fiscal Year remains not set. The newly configured developer values are not made available to existing subscribers through upgrade.
For a new subscriber signup on Version 2, Fiscal Year is set from the developer-configured defaults. The subscriber can update the Fiscal Year values in their subscriber org, and it will not be affected by any future upgrades.