general:financeeoyprocess:closefiscalyear
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| general:financeeoyprocess:closefiscalyear [2022/06/15 21:33] – emoreno | general:financeeoyprocess:closefiscalyear [2023/05/09 13:49] (current) – emoreno | ||
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| <WRAP center round alert> | <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: | 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: | ||
| - | |Finance > Tables > District Finance Options > Finance Options]] tab **BEFORE** closing the year. This allows their data to be updated with the correct month after closing. | + | |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 |
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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. |
| {{: | {{: | ||
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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.1655328803.txt.gz · Last modified: 2022/06/15 16:33 (external edit)