Technical Update: New Start Date of Analysis
Optimo Pathfinder's default start date for analysis has changed to 1 July 2021 (i.e. the 2021/22 financial year).
From 1 April 2021, when you add a new case:
The analysis will start on 1 July 2021.
The results and reports will start from 2021/22 and will no longer include 2020/21.
When doing data entry in Pathfinder, please be mindful that 2020/21 may still display in some drop-down menus even if it isn’t included your case’s analysis. So, if you want to choose the first year of analysis make sure you actually pick 2020/21 and not just the first year on the list
If you would like to start a new case with the current financial year (2020/21)
When you add a new case, you can choose to start the analysis from 1 July 2020 (e.g., if there are some important actions you would like your clients to take before the end of this financial year). At the Start step, in the Use some sample data section, use the case called 'Blank case with start date of 1 July 2020'. Note: You must do this at the beginning, so if you have entered data and then want to change the start year, please contact Optimo Financial.
Read The Release Notes Here