---
title: Registering Financial Cycle
slug: helium-en/registering-financial-cycle
description: Learn how to efficiently utilize the financial cycle feature with this comprehensive document. Discover how to easily create, edit, and delete financial cycles through the main menu. Step-by-step instructions are provided for entering cycle data, includin
createdAt: 2021-10-18T19:08:33.000Z
---

This feature provides a variety of actions, such as including, changing, and deleting the financial cycle.

## Before getting started

- [x] It is necessary to have defined the access permission to the functionalities of the Financial Management and have the permission to use the functionality.

## Procedure

- Access the functionality through the main menu `Processes > Financial Management > Cycle`;
- The system will present a screen with the Financial Cycles registered and a filter with Title, Start Date, and Final dates.
- The user can select the option "**New**" to create a new Financial Cycle or for each Cycle listed the user can select :
  1. **Edit** - to Change the Financial Cycle
  2. **Delete** – to Exclude the Financial Cycle
- Enter the data and actions;

## Registering Cycle

:::hint{type="info"}
🖊 <u>**Note**</u>**:&#x20;**&#x45;xample of the cycle: fiscal year (12 months)
:::

Enter the Cycle data:

### Basic data

| **Field**           | **Description**    |
| ------------------- | ------------------ |
| **Title (\*)**      | Title of the cycle |
| **Start Date (\*)** | cycle start date   |
| **Final Date (\*)** | cycle final data   |

(\*) Indicate mandatory field

### Subcycles

:::hint{type="info"}
🖊 <u>**Note**</u>**:&#x20;**&#x45;xample of the cycle: quarter (Q1, Q2, Q3, Q4)
:::

You can add subcycles

| **Field**           | **Description**                         |
| ------------------- | --------------------------------------- |
| **Title (\*)**      | Title of the subcycle                   |
| **Start Date (\*)** | cycle start subcycle                    |
| **Final Date (\*)** | cycle final subcycle                    |
| **Add Button**      | add subcycle to the grid                |
| **Subcycle Grid**   | Grid with Title, Start Date, Final date |

(\*) Indicate mandatory field

## Actions

| **Action**   | **Description**                                    |
| ------------ | -------------------------------------------------- |
| **Save**     | Create/Change the capacity indicator.              |
| **Clear**    | Return the fields to default.                      |
| **! Search** | Return to the previous list of capacity indicators |