On 1 April 2022, Optimo Pathfinder's default start date for analysis will change to 1 July 2022 (i.e., the 2022/23 financial year), this only affects cases created on or after 1 April 2022, older cases are not affected.
This change is made on April 1 each year because we find that in the last three months of the financial year, it is neater to start cases from the start of the next financial year.
Adding cases with the new default start year
From 1 April 2022, when you add a new case:
The analysis will start on 1 July 2022
The results and reports will start from 2022/23 and will no longer include 2022/23.
When doing data entry in Pathfinder, please be mindful that 2022/23 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 2022/23 and not just the first year on the list
How to start a new case with the non-default current financial year (2020/21)
If you would like you case to include 2021/22, for example, if there are some important action you would like your clients to take before the end of this financial year, then, before you start your case, at the Start step (on the top menu), click the 'Blank case starting 1 July 2021' button (instead of 'Start with blank case' at the top). Note that, you must do this at the beginning, so if you have entered data and then want to change the start year without clearing your data, please Contact Optimo Financial.
Options to adjust old cases
Any cases created before 1 April 2022, will be unchanged and will continue to have the 2021/22 financial year.
Please Contact Optimo Financial, if you would like to change the start date for an existing case. If possible, we would prefer for you to ask us to make adjustments to the case before you start entering more data. Some occasions where you might want to change the date include:
The case was created before 1 April 2022, and you would like to move the start date forward to 2022/23.
The case was created after 1 April 2022, and you would like to move the start date back to include the 2021/22 financial year. e.g. the individuals would like to do something important before the end of the financial year, such as making super contributions while they are still eligible.
As an organisation, you would like to flip to the next financial year on a different date from 1 April 2021.
Please note that you should allow 1 working days for changes to be made to your case.