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      Onboarding: How to add Fiscal Periods to Adesso

      The fiscal year calendar is set up in the Adesso to mirror your fiscal calendar year.

      Instructions

      1. Download the Fiscal Periods Submission Form.
      2. Fill out the above file to share your fiscal period codes.
      3. Return the file to onboarding@adesso.ai.

      Sheet Definitions

      Header Definition
      Period Select the following:
      • Year = 1
      • Half Year = 1, 2
      • Quarter = 1, 2, 3, 4
      • Period = 1-12 or 1-13
      StartDate First day code is available for deals and volume, in date format (mm/dd/yyyy)
      EndDate Last day code is available for transactions, in date format (mm/dd/yyyy)


      If you have any questions, please reach out to onboarding@adesso.ai.