Calendar Settings control how FloQast calculates and displays due dates for each entity. From one screen, admins can choose between business and calendar due dates, set a regional date format, configure a standard or retail calendar, and account for company holidays and work-through days.
Accessing Calendar Settings
Calendar Settings are managed per entity under Manage Entities.
- Click the Settings gear icon in the side navigation to open Admin Settings.
- Select the Entities tab.
- Click Manage next to the entity you want to configure.
Configuring Calendar Settings
Due dates drive your close, so it's worth getting these settings right up front. This section covers each option in the Calendar Settings panel and how it affects due date calculation.
- Due Dates — Choose whether due dates follow Business or Calendar days.
- Business days follow a Monday–Friday schedule. If an item is due on Business day 2 but the second day of the month falls on a Sunday, it becomes due the following Tuesday, the second business day of the month.
- Calendar days make items due on the exact day of the month, regardless of the day of the week.
- Regional Date Format — Choose how dates appear within FloQast: mm dd yyyy or dd mm yyyy.
- Calendar Type — Choose Non-Close (Current Period), Standard, or Retail. Retail companies can select a 4-5-4, 4-4-5, 5-4-4, or 4-4-5 Hybrid cycle and set a Retail Base Date. Non-retail companies should use a standard calendar.
Holiday Calendar — Add company holidays to remove them as business days. If the entity uses Calendar due dates, a due date that falls on a holiday moves up one day. Click Add Holiday, enter a name and date, and use Delete to remove one.
Note: Holidays apply to the current and future years. At the start of each new year, adjust the dates of your existing holidays.
Work Through Calendar — Add work-through days to override weekends (for business due dates) and any holidays you've set. Click Add Work Through Day, enter a name and date, then click Save Changes.
Applying Changes to Existing Periods
After making any calendar setting changes, save changes from the Checklist and Reconciliation settings so due dates in previously created periods recalculate against the new settings.