Invoicing and Accounting Records are the only features, as of right now, which are supported by custom fiscal periods.
Other features impacted by fiscal periods being enabled are either continue continuing working based on the Gregorian calendar or displaying an error message. Please don't hesitate to let us know what features you would like to see next to support custom fiscal periods by simply creating a feature request using our support portal.
Other related information:
2.1.7 Account Revenues/Turnover
7.1.6 Schedule Account Revenue Calculation
Enabling Custom Fiscal periods
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1. Fiscal Period / Year (Salesforce)
To start, please make sure ensure your Company setup is using uses a Custom calendar year in Salesforce. Please note that the Custom Fiscal year might be enabled only once.
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https://help.salesforce.com/s/articleView?id=sf.admin_about_cfy.htm&type=5
1.1 Fiscal periods: Split functionality to take calendar into account (Media Configuration)
Customers using Fiscal periods can configure their campaign items based on these fiscal periods. They can split a Campaign item into months set by fiscal periods using Media Configuration split functionality.
The customer needs to access Media Basket and Start Media Configuration.
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There will be split functionality and a new dialog window Split Campaign Item will pop up with Timeframe and in drop-down menu:
Calendar weekly sharing
Calendar 2 weekly sharing
monthly breakdown
Quaterly breakdown
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2. Accounting periods (Legal entity)
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Final step when both Accounting periods on Legal entity level and Custom Calendar on Salesforce level are set is to enable this feature on ADvendio Administrative Settings. When this checkbox "Enabled Custom Fiscal Periods" is enabled Invoicing and Accounting record features will use custom calendar.
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