About selecting the fiscal year to view

Because accounts can span multiple fiscal years, you can select a year in which to view the account information.

From the Account Summary drop-down list, you can choose from the current year, and the following two years. Additionally, if budget or invoice line items draw from the account in other years, those years also appear in the list.

A Unica Marketing Operations administrator configures your fiscal year by setting a parameter in the plan_config.xml file to the month that you would like your account fiscal year to begin. For more information, see the Unica Marketing Operations Administrator's Guide.