Configuring the Fiscal Year - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Standard
Essential
Premier

Because the start of a fiscal year can vary by organization, it is configurable by system. Some retention plans may be dependent on the fiscal year setting.

To define the start of the fiscal year for OnBase:

  1. In Configuration, select Users | Records Management Settings. The Records Management Settings dialog box is displayed.
  2. Select appropriate month and day from the drop-down lists.
  3. Click Save.