Fiscal years
A yearly accounting cycle of one company, divided into closing periods.
- API name:
accountingfiscalyears - Domain: Accounting
- Modules: Finances
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Year | year | Year | Yes | Calendar year of the end date. The system sets it on create. |
| Period start | dateStart | Date | Yes | Accounting start for this fiscal year. The first year can start on any date. Each later year starts on the day after the previous year ends. |
| Period end | dateEnd | Date | Yes | Last day of the company fiscal-year-end month. The system sets it from the start date. The first year can be shorter than 12 months. |
| Reopen reason | uncloseReason | Text Area | ||
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Closed by | closedBy | User | ||
| Closed at | closedAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
Actions
What you can do with a record. Every action also sends the webhook event accountingfiscalyears.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new fiscal year. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this fiscal year. | App · WebMCP · API · MCP · CLI |
| Close fiscal year | close | Close every open period in this fiscal year in order. | App · WebMCP · API · MCP · CLI |
| Reopen fiscal year | unclose | Reverse the year-end close and the closing journal entry. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this fiscal year from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this fiscal year to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this fiscal year and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.