Hello:

We have a new client with this combination previously set up.

When a new year is opened in SA, what needs to be done in FX?

The first step is clearly to change the 2 Fiscal calendars on the Company Profile. If they Retrieve and select "Use existing fiscal calendar" and do not select "Append to existing data", will that give them accurate figures for Current and Last Year?

Would you recommend copying the FX dataset and changing the new one so that they can run statements separately for the 2 fiscal years?

Thank you.