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general:financeeoyprocess:closefiscalyear

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general:financeeoyprocess:closefiscalyear [2021/06/09 16:18] – emorenogeneral:financeeoyprocess:closefiscalyear [2023/05/09 13:49] (current) – emoreno
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 <WRAP box> <WRAP box>
 **Reminder**:  Before processing continuing funds, review overdrawn accounts and/or accounts that have expenditures with no budget. If these deficit balances are not corrected, the negative budget balance will be rolled forward as a negative budget and will need to be corrected in the new year with a JV (Journal Budget). **Reminder**:  Before processing continuing funds, review overdrawn accounts and/or accounts that have expenditures with no budget. If these deficit balances are not corrected, the negative budget balance will be rolled forward as a negative budget and will need to be corrected in the new year with a JV (Journal Budget).
 +</WRAP>
 +
 +
 +<WRAP center round alert>
 +If an LEA is switching to a July 1 fiscal year, they **must** change the **Starting Accounting Period** from 09 to 07 on the [[finance:tables:districtfinanceoptions:financeoptions
 +|Finance > Tables > District Finance Options > Finance Options]] tab **BEFORE** closing the year. This allows their data to be updated with the correct month after performing the closing process.
 </WRAP> </WRAP>
  
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   * Click **Continue**. The first report selected is displayed. Click **Continue** to display the next selected report. When you are done viewing all of the selected reports, you are returned to the Processing Reports page.    * Click **Continue**. The first report selected is displayed. Click **Continue** to display the next selected report. When you are done viewing all of the selected reports, you are returned to the Processing Reports page. 
-  * Click **Return** at any time to the return to the Processing Reports page. +  * Click **Return** at any time to return to the Processing Reports page. 
  
 {{:general:fin_eoy_step_11_fiscal_year_close_process_reports.png|Fiscal Year Close Process Reports}} {{:general:fin_eoy_step_11_fiscal_year_close_process_reports.png|Fiscal Year Close Process Reports}}
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   * Click **Continue** to continue through the list of reports for the selected extract. Click **Return** to return to the Fiscal Year Close page.   * Click **Continue** to continue through the list of reports for the selected extract. Click **Return** to return to the Fiscal Year Close page.
 +  * Verify that the Finance Fiscal Year end process was completed. 
   * Click **Close** to close the Fiscal Year Close Processing pop-up window and return to the Fiscal Year Close page.   * Click **Close** to close the Fiscal Year Close Processing pop-up window and return to the Fiscal Year Close page.
  
general/financeeoyprocess/closefiscalyear.1623255505.txt.gz · Last modified: 2021/06/09 11:18 (external edit)

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