Fiscal Years

Rollover or Zero Out Fiscal Year

POST /api/.../fiscalyearutility/rollover-or-zero-out

Processes a fiscal year utility request to either roll over existing balances or zero them out for the selected fiscal year and create a new fiscal year range.

Request Information

Parameters
Name Type Required Description
dto DtoFyUtilityRollover Yes Define this parameter in the request body.
DtoFyUtilityRollover
Property Type Nullable Description
FiscalYearID Int No The source fiscal year to roll over or zero out.
NewStartDate DateTime No The start date for the new fiscal year.
NewEndDate DateTime No The end date for the new fiscal year.
Rollover Int No Set to 1 to perform a rollover; set to 0 to zero out balances.
SOPerIncrease Decimal No Percentage increase to apply to Standing Order funds (e.g., 5.0 for 5%).
SubPerIncrease Decimal No Percentage increase to apply to Subscription funds (e.g., 3.0 for 3%).
Example
application/json, text/json 
{
  "FiscalYearID": 12,
  "NewStartDate": "2026-01-01T00:00:00-05:00",
  "NewEndDate": "2026-12-31T23:59:59-05:00",
  "Rollover": 1,
  "SOPerIncrease": 5.0,
  "SubPerIncrease": 3.0
}

Response Information

Example
application/json, text/json 
{
  "IsSuccess": true,
  "Message": "Rollover completed successfully."
}

HTTP Response Codes

Code Description
200 OK. Success