User Tools

Site Tools


general:financeeoyprocess:beforeyoubegin

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
general:financeeoyprocess:beforeyoubegin [2019/05/02 16:57] emorenogeneral:financeeoyprocess:beforeyoubegin [2025/06/23 18:12] (current) emoreno
Line 1: Line 1:
-<WRAP round intro>Review the following information and/or complete the listed steps before you begin the Finance close end of fiscal year process. </WRAP>+Review the following information and/or complete the following steps before you begin the Finance EOY closing process.
  
 +++++Terms:|{{page>general:financeeoyprocess:terminology&inline}}++++
  
-<div head3>Finance Terms </div>+{{ :end-of-year_flowchart_for_september_start_leas.pdf |EOY Flowchart for September Start LEAs}}
  
-{{page>general:financeeoyprocess:terminology}}+**<color #ed1c24>IMPORTANT</color>** 
 + 
 +{{page>general:continuingandincrement}}
  
  
-VCV Confirm that no users are logged on to the Budget or Finance applications. 
  
-VCV It is important to perform an export prior to making a significant change. This allows you to revert data to a certain point in the process if necessary. Use the [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]] page to create backups. **Reminder**: Do not change the export file name as it may cause issues during the import process.   
  
general/financeeoyprocess/beforeyoubegin.1556816278.txt.gz · Last modified: 2019/05/02 11:57 (external edit)