Q. How do I change the Alma Ledger Fiscal Period dates display?

If you perform fiscal period closure on a date other than the start of your fiscal year, the Alma Ledger Fiscal Period field displays the date you performed closure, not your actual fiscal period. The Ledger Fiscal period display date can be altered to reflect how your library wants to display fiscal period in your Alma Ledger(s), e.g., 07/01/2021 – 06/30/2022, FY-2021, etc.

In brief:

1. Perform Fiscal Period Closure
   1. Rollover Ledgers
   2. Rollover PO Lines
   3. Rollover Resource Sharing Requests (required, if applicable)
2. Open Acquisitions > Acquisitions Infrastructure > Funds and Ledgers
3. Find and review your Alma Ledger Fiscal Period field display
4. Open Configuration > Acquisitions > Fund and Ledger Fiscal Period > Fund And Ledger Fiscal Period table
5. Edit the Fund And Ledger Fiscal Period table Description field as desired
6. Save your changes
7. Open Acquisitions > Acquisitions Infrastructure > Funds and Ledgers 8. Find and confirm your Alma Ledger Fiscal Period field display is updated

For complete instructions, see: Acquisitions Configuration: Changing Alma Ledger Fiscal Period Dates Display