The next financial year +1 is entered before the end of the previous financial year. (e.g. before 30/03/2024 enter calendar for 2025/2026)

All the period information is calculated into spreadsheets in CX Calendars Admin.  Make a copy of the last spreadsheet and add the new year information.

Get spreadsheet sign off before end of January by

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Enter in CX Test by end of January

Enter in CX Live by end of February


There are 6 Rent Calendars and they all need to be updated annually.  They are:

  • Annual
  • Daily
  • Monthly
  • Quarterly
  • Weekly 48
  • Weekly 52


**ALL THE DATA ENTERED INTO CX SHOULD BE TAKEN FROM THE SIGNED OFF SPREADSHEET**


In CX:

Search Calendars in the Quick Access Menu in the top right of the screen and select the Rent Calendar under Rents>Configuration.

There is now a section for each calendar, with example data...


Annual:

  1. Select Annual calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 01/04/2025 (First of April)
    • Number of periods: 1
    • Select Confirm and Confirm again.
  4. Select the new Period in the bottom half of the screen
  5. Add the following details in the Manage Periods window: 
    • Financial Period: 202601
    • Confirm
  6. Save


Quarterly:

  1. Select Quarterly calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 01/04/2025 (First of April)
    • Number of periods: 4
    • Select Confirm.
  4. Select the new Period in the bottom half of the screen
    • Add the following details in the Manage Periods window: 
    • Financial Period: 202601   (period relates to the month of the Start date)
    • Select Confirm
  5. Repeat step 4 for each of the other 3 periods, taking the Financial Period from the spreadsheet
  6. Save


Monthly:

  1. Select Monthly calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 01/04/2025 (First of April)
    • Number of periods: 12
    • Select Confirm.
  4. Select the new Period in the bottom half of the screen
    • Add the following details in the Manage Periods window: 
    • Financial Period: 202601
    • Select Confirm
  5. Repeat step 4 for each of the other 11 periods, taking the Financial Period from the spreadsheet
  6. Save


Weekly 48:

  1. Select Weekly 48 calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 07/04/2025 (First Monday in April)
    • Number of periods: 52 (could be 52 or 53)
    • Select Confirm.
  4. Select the new Period in the bottom half of the screen
    • Add the following details in the Manage Periods window: 
    • Financial Period: 202601   (period relates to the month of the Start date)
    • Free period:  From 2025/26 onwards the proposal is to have our rent-free weeks in the week commencing the final Monday of each quarter, other than in December which will be the Christmas week.
    • Select Confirm
  5. Repeat step 4 for each of the other 51/52 periods, taking the Financial Period from the spreadsheet
  6. Save


Weekly 52:

  1. Select Weekly 52 calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 07/04/2025 (First Monday in April)
    • Number of periods: 52 (could be 52 or 53)
    • Select Confirm.
  4. Select the new Period in the bottom half of the screen
    • Add the following details in the Manage Periods window: 
    • Financial Period: 202601   (period relates to the month of the Start date)
    • Select Confirm
  5. Repeat step 4 for each of the other 51/52 periods, taking the Financial Period from the spreadsheet
  6. Save

Daily:

  1. Select Daily calendar from the left hand pane menu.
  2. Select the Years tab then Select New Year.
  3. Add the following details in the Rent Calendar Year window: (Screenshot below for guidance)
    • Year: 2025
    • Start date: 01/04/2025 (First of April)
    • Number of periods: 365
    • Select Confirm.
  4. Financial Periods can be created using the attached SQL.
  5. Save


Finally


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that next year's worth of Calendars have been created in CX