Setup step on the Fiscal calendars page · General ledger

Set up Fiscal calendars

Used to create and delete fiscal calendars, years, and periods, divide periods, and create closing periods; a calendar can be used by ledgers, fixed asset books, and budget cycles.

Used by: Accountant, Accounting manager, Accounting supervisor and 8 more roles
Business process: Develop financial period strategy
Menu item: FiscalCalendars
Main table: FiscalCalendar
Data entity: FiscalCalendarEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	The page for fiscal calendars, each of which contains fiscal years made up of periods.
What you do here	Used to create and delete fiscal calendars, years, and periods, divide periods, and create closing periods; a calendar can be used by ledgers, fixed asset books, and budget cycles.
Example	Create a fiscal calendar that starts on July 1 and ends on June 30 of the following year.

Fiscal calendars page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Develop financial period strategy
Menu path	General ledger › Calendars › Fiscal calendars
Set up first	—
Used next by	Ledger Microsoft Learn ↗Ledger calendars Microsoft Learn ↗Recalculate ledger periods Microsoft Learn ↗Year end close Microsoft Learn ↗
Related pages	Date intervals Microsoft Learn ↗Budget cycle time spans Microsoft Learn ↗
In this process	← Set up Ledger calendars

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Fiscal calendars1 screen

Used to create and delete fiscal calendars, years, and periods, divide periods, and create closing periods; a calendar can be used by ledgers, fixed asset books, and budget cycles.

Screen 1
Create the fiscal calendar and year
Go to General ledger > Calendars > Fiscal calendars
1. Select New calendar and enter the calendar code
2. Select New year to add fiscal year 2026
3. Check the monthly periods on the Periods FastTab
1Calendar BEAT
2Fiscal year 2026
Start date 1/1/2026
End date 12/31/2026
Show the full screen
page title tab to open what to set or check

1Calendar	BEAT
2Fiscal year	2026
Start date	1/1/2026
End date	12/31/2026

Microsoft's steps

Go to General ledger > Calendars > Fiscal calendars.
Select New calendar.
In the Calendar field, enter a name for the calendar.
In the Description field, enter a description that can appear on reports.
Enter the Start and End dates of the first fiscal year.
Enter a Fiscal year name for that first year.
Enter the Length of period and the Unit, which together set how many periods are created.
Select Create.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Calendar	The name of the new fiscal calendar.Microsoft Learn ↗	BEAT	—
Description	A description of the calendar that can be printed on reports.Microsoft Learn ↗	—	`Description`
Fiscal year name	The name of the first fiscal year created in the calendar.Microsoft Learn ↗	—	—
Length of period	How long each period is; together with Unit it decides how many periods the year gets.Microsoft Learn ↗	—	—
Unit	The unit of time for the period length, such as months or days.Microsoft Learn ↗	—	—
Fiscal year	—	2026	—
Start date	—	1/1/2026	—
End date	—	12/31/2026	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Fiscal calendars	—	—

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	Period dates can be changed only while no transactions are posted in the period, and a year's start and end dates can't be changed. After any period change, Recalculate ledger periods must be run in every company that uses the calendar. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`FiscalCalendars` Checked in Dynamics 365
Form	`FiscalCalendars` Checked in Dynamics 365
Table	`FiscalCalendar`Shown as “Fiscal calendar” in Record infoKey field: CalendarIdChecked in Dynamics 365
Data entities	`FiscalCalendarEntity`Fiscal calendar integration entity Microsoft data model ↗`FiscalYearEntity`Fiscal calendar Microsoft data model ↗
Who can open it	PrivilegesMaintain fiscal calendars `FiscalCalendarsMaintain`View fiscal calendars `FiscalCalendarsView`DutiesReview budget control process performance `BudgetBudgetControlProcessPerfReview`Review budget process performance `BudgetBudgetProcessPerfReview`Maintain fiscal calendars duty. `FiscalCalendarsMaintain`View fiscal calendars duty. `FiscalCalendarsView`Enable general ledger process `LedgerGeneralLedgerProcessEnable`Inquire into general ledger reference data `LedgerGeneralLedgerReferenceDataInquire`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable` 11 security roles Auditor `AuditPolicyManager`Budget manager `BudgetBudgetManager`Chief executive officer `CompanyChiefExecutiveOfficer`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager` Checked in Dynamics 365
Actions on the page	Buttons: Delete calendar, New calendar, New year, Budget cyclesChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=FiscalCalendars`
Integrate with	`FiscalCalendarEntity` data entity Microsoft data model ↗
Table definition	`FiscalCalendar` columns and relations Microsoft data model ↗