In simple words
Fiscal periods is part of Finance. Open and close periods. This guide takes you through it in 2 short steps.
Where it fits in your work — Reconcile & report. Match bank and cash, then read profit & loss, balance sheet, cash flow and tax reports.
Before you start
- You need to be signed in to your company's workspace. Finance appears in the Workspace dashboard and in the left menu when your role includes it.
- What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
- Fiscal periods belongs to Control & settings in Finance. Open and close periods.
Step by step
- 1
Step 1
Open Finance
Sign in and open the Finance panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
- 2
Step 2
Find Fiscal periods
Inside Finance, open “Fiscal periods” from the left menu or the panel's start screen. Open and close periods.
Quick recap
Open Finance → Find Fiscal periods
What it connects to
CRM & Sales
Won clients become customers you can invoice.
Projects
Milestones raise invoices; project costs feed profitability.
HR & Payroll
Payroll runs and salary payments arrive from HR.
Procurement & Assets
Matched vendor invoices become payables.
Training
Student fees and receipts.
Why use Finance
Finance replaces accounting & invoicing software, on the same login and the same data.
- Books that close faster, from live transactions
- Customers pay online straight from the invoice
- Salary, vendor and project money posts itself — no re-entry
- Reports your accountant can use as they are
Who uses Finance
Finance managers
Approve payouts, watch cash flow and close periods.
Accountants
Post, reconcile and report from the ledger.
Collections & receivables
Send invoices and payment links and chase what is overdue.
Auditors
Read-only access to reports and the audit trail.
More in Control & settings
Approvals
Route money movements for sign-off
Approval rules
Thresholds and approvers
Chart of accounts
Your own account structure
Numbering
Document number series
Tax configuration
GST and tax rates
Exchange rates
Multi-currency support
Payment methods
Accepted ways to pay
Asset expenses
Link spending to company assets
FAQs
Common questions.
About Fiscal periods and Finance.
I cannot see Fiscal periods in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Finance.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Fiscal periods comes with the Finance panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.