> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Fiscal Periods

> Manage fiscal years and accounting period status for the Finance & Revenue core.

Fiscal Periods allows administrators and finance staff to view fiscal years, select a year, and manage the open/closed status of individual accounting periods within that year. Route: `/fa/periods`.

## Overview

The Fiscal Periods page is accessible at `/fa/periods`. No explicit `RequirePermission` wrapper is on this route in `fa.tsx`. The component (`FiscalPeriodsPage`) fetches fiscal years via `useFiscalYears(organizationId)` and periods for the selected year via `useFiscalPeriods(selectedYear, organizationId)`. It auto-selects the current fiscal year on mount. A `FiscalYearDialog` is available to create new fiscal years via a **New Fiscal Year** button. Periods are displayed in a card layout with `PeriodStatusToggle` for managing open/closed status.

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

* Ensure at least one fiscal year has been configured for the organization.

## Steps

1. Navigate to **Finance → Fiscal Periods** (`/fa/periods`).
2. Use the fiscal year selector to choose the year to view.
3. Review the list of accounting periods and their current statuses.
4. Use `PeriodStatusToggle` to open or close individual periods.
5. To create a new fiscal year, click **New Fiscal Year** and complete `FiscalYearDialog`.

## Key concepts

| Concept              | Description                                                   |
| -------------------- | ------------------------------------------------------------- |
| `useFiscalYears`     | Hook fetching all fiscal years for the organization           |
| `useFiscalPeriods`   | Hook fetching individual periods for the selected fiscal year |
| `PeriodStatusToggle` | UI control for toggling an accounting period open or closed   |
| `FiscalYearDialog`   | Dialog for creating a new fiscal year record                  |
| `is_current`         | Flag on fiscal year record indicating the active year         |

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/FiscalPeriodsPage.tsx
</Accordion>