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How to configure Fiscal Year in Zoho CRM

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The Zoho CRM fiscal year setting lines up your sales reporting and forecasting with your business’s actual financial calendar rather than the standard January to December year. Many UK businesses use a different financial timeline, and Zoho CRM supports both a standard 12 month fiscal year and custom retail style formats such as 4-4-5 or 3-3-4-3.

How to set up a standard fiscal year

The standard fiscal year is based on calendar months, with a start month you choose.

  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings > Fiscal Year.
  3. If a fiscal year is already set, click Manage Fiscal Year.
  4. Set Fiscal Year Type to Standard Fiscal Year.
  5. Choose the starting month from the dropdown.
  6. For the display format, choose whether the fiscal year shows the starting year or ending year (for example Q3 2025 or Q3 2026).
  7. Click Save.

How to set up a custom fiscal year

Custom fiscal year formats use a 52 week structure, which suits businesses such as retail where sales patterns follow a weekly cycle. Supported formats are:

  • Quarter based: 4-4-5, 4-5-4, 5-4-4
  • Year based: 3-3-3-4, 3-3-4-3, 3-4-3-3, 4-3-3-3
  1. Log in to Zoho CRM with Administrator privileges.
  2. Go to Setup > General > Company Settings > Fiscal Year.
  3. If a fiscal year is already set, click Manage Fiscal Year.
  4. Choose Custom Fiscal Year as the type.
  1. Select the desired format, for example 4-5-4 or 3-3-3-4.
  2. Set the start date (day and month).
  3. Choose whether the fiscal year is displayed using the starting year or ending year.
  4. Select Number by Year or Number by Quarter for period labels.
  5. Add surplus weeks if needed to account for yearly drift.
  6. Click Save.

How to view fiscal year history

Zoho CRM keeps a record of past fiscal year configurations.

  1. Go to Setup > General > Company Settings > Fiscal Year.
  2. Scroll to the Earlier Years section.
  3. Hover over a custom entry and use Preview in Calendar to see it.

Tips

  • Retail or seasonal businesses may benefit from a 4-5-4 or 3-3-4-3 format.
  • Check your start month and week structure align with payroll and accounting.
  • Changing your fiscal year affects reports, forecasts and dashboards, so agree the change with your finance team first.

Frequently asked questions

What is the difference between a standard and custom fiscal year in Zoho CRM?

A standard fiscal year uses 12 calendar months with a start month you choose. A custom fiscal year uses a 52 week format, such as 4-4-5, which suits retail and seasonal businesses.

Can I see how my fiscal year settings have changed over time?

Yes. Under Setup > General > Company Settings > Fiscal Year, the Earlier Years section keeps a record of previous configurations.

Who should I involve before changing the fiscal year?

Your finance team, since changing the fiscal year affects reports, forecasts and dashboards across the CRM.

Need help?

Need help configuring your fiscal year in Zoho CRM? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to configure Fiscal Year in Zoho CRM - PreviousHow to configure organisation settingsNext - How to configure Fiscal Year in Zoho CRMHow to manage business Hours in Zoho CRM

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