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Documentation Index

Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt

Use this file to discover all available pages before exploring further.

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How to Configure Multiple Fiscal Calendars

DualEntry supports different fiscal calendars per entity, including non-standard year-ends and retail-pattern calendars. You configure each entity’s calendar independently and DualEntry handles alignment during consolidation.

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Setting Up a Fiscal Calendar

You configure fiscal calendars from Settings → Fiscal Calendar. Each entity in your tenant can have its own calendar. When creating or editing an entity’s calendar, you choose:
  • Year-end month - standard calendar year (January through December) or any non-standard fiscal year (e.g., February through January, April through March).
  • Period pattern - monthly (12 periods per year) or a retail week-based pattern.
DualEntry generates the full period structure for each fiscal year automatically based on your configuration. You can view and manage periods from the calendar detail page.

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4-4-5 and Other Retail Calendars

Retail and consumer businesses often use week-based fiscal calendars that divide each quarter into three periods of four weeks, four weeks, and five weeks (4-4-5). DualEntry also supports the 4-5-4 and 5-4-4 patterns. When you select a retail calendar pattern, DualEntry assigns weeks to periods according to the pattern and handles the 53rd-week year that occurs every five or six years. Each period has a defined start and end date based on the week boundaries rather than calendar month boundaries.
Retail calendars produce 13 periods per year (52 or 53 weeks). Standard month-based calendars produce 12 periods. DualEntry’s reporting module handles both seamlessly.

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Period Structure and Status

Each fiscal year contains a set of periods. Every period has three possible statuses:
  • Open - transactions can be created and posted to this period.
  • Closed - the period is closed for routine entry, but authorized users can still post adjustments.
  • Locked - no changes are allowed. Locked periods satisfy the change-management controls required for SOX compliance.
You manage period status from the fiscal calendar page or through the period locking controls. Opening, closing, and locking events are recorded in the audit trail.

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Mixed Calendars in a Multi-Entity Setup

Different entities within the same tenant can run on different fiscal calendars. A parent entity with a December year-end can consolidate a subsidiary with a March year-end. DualEntry handles the alignment by mapping the subsidiary’s period data to the closest matching parent period during consolidation. For example, if the parent’s Q1 is January through March and the subsidiary’s fiscal year starts in April, DualEntry maps the subsidiary’s January, February, and March data into the parent’s Q1 consolidation window. You configure the mapping rules when setting up the entity hierarchy.

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Reporting Alignment

When you run consolidated reports across entities with different fiscal calendars, DualEntry aligns all subsidiary data to the parent entity’s calendar. The alignment logic ensures that each parent period includes the subsidiary data from the corresponding date range, even if the subsidiary’s named periods differ. Single-entity reports always use that entity’s own calendar and period structure. Cross-entity reports and consolidated financial statements follow the parent’s calendar. If a subsidiary’s period boundaries do not align exactly with the parent’s, DualEntry prorates the subsidiary’s data across the overlapping parent periods based on the number of days in each overlap window.
Last modified on May 28, 2026