if the building's subscription is suspended (unpaid), the Name and Month fields are disabled and the Save button is blocked (tooltip "read-only access"). Settle the subscription to regain control.

an error message appears; check your connection and try again.

Edit the building settings (name, fiscal year month)

Rename a building and change its fiscal year start month from the "Building settings" modal.

Audience: Administrator
Screen: "Building settings" modal, Settings tab
Verified version: App 1.0.0

Goal

Update the building's name and its fiscal year start month.

Audience

Administrator of the building.

Prerequisites

Be an administrator: the "Building settings" button only appears for administrators.

Steps

On the dashboard, click "Building settings" (gear icon). The modal opens on the Team tab by default.
Click the Settings tab.
Edit the Building name and/or the Fiscal year start month (list from 1 to 12).
Click Save.
A confirmation message appears; the new name shows up right away in the header.

Settings tab: Building name field, Fiscal year month selector and Save button.

Changing the fiscal year month has an impact

If you change the fiscal year start month, an amber panel warns you of the impact on your periods and budgets, even before you save. Double-check this choice before confirming.

Tips and common errors

Read-only access: if the building's subscription is suspended (unpaid), the Name and Month fields are disabled and the Save button is blocked (tooltip "read-only access"). Settle the subscription to regain control.
Save failed: an error message appears; check your connection and try again.
Don't confuse this tab with the Members page (read-only directory): editing the settings is done in the "Building settings" modal.