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general:financeeoyprocess:updatefinanceoptions [2019/04/10 18:56] – emorenogeneral:financeeoyprocess:updatefinanceoptions [2025/05/29 16:59] (current) – emoreno
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-=====Update Finance Options=====+=====Verify/update Finance options=====
 <color #ed1c24>**Log on to file ID C**.</color> <color #ed1c24>**Log on to file ID C**.</color>
  
-[[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options]]+[[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]]
  
-Update the district finance options for the new fiscal year.+Verify that the data is accurate for the new fiscal year and update the fields as needed.
  
-{{:general:financeeoyprocess:step_26_after_update_finance_options.jpg|Finance Options Tab}}+{{:general:fin_eoy_step_13_district_finance_options.png|Finance Options Tab}}
  
-Under **Finance Options**, update the following fields:+VCV Under **Finance Options**, ensure that the following fields reflect data for the new school year:
  
   * **Current Finance Fiscal Year**   * **Current Finance Fiscal Year**
-  * **School Year** 
   * **Previous Year File ID**   * **Previous Year File ID**
 +  * **School Year** and **Starting Accounting Period** - These fields should be automatically updated after the Fiscal Year Close utility is processed. The starting accounting period should be either 07 for June year-end LEAs or 09 for August year-end LEAs.
  
-In the **Starting Accounting Period** field, type 07 for early start fiscal year LEAs or 09 for standard start fiscal year LEAs.+<WRAP center round important> 
 +**IMPORTANT**: If the **School Year** and **Starting Accounting Period** fields were not automatically updated, contact your regional ESC consultant for further assistance.  
 +</WRAP>
  
-**Note**: If applicable, update the **Student Activity Fund/Year** field.\\  \\  {{:general:financeeoyprocess:step_26_saf.jpg|Student Activity Fund Section}}+While on this page, you can also update your next available numbers under **Finance**, **Purchasing**, and **BAR** if you choose to.  
 +  * **It is recommended** that you incorporate the year in the next available number sequences. In this example, for fiscal year 2025-2026, 6 is the second digit in the next available numbers.  
 +  * **Do not** update the **Next Available Vendor Number** as this number should remain in the same sequence from the prior year(s). 
 + 
 +<WRAP Box> 
 +**Notes**: 
 +  * If applicable, update the **Student Activity Fund/Year** field.  
 +  * If your LEA has started using the revenue and expenditure codes for the Student Activity Fund, then this section should be blank.  
 +</WRAP> 
 + 
 +{{:general:fin_eoy_step_13_student_activity_fund.png|Student Activity Fund}} 
 + 
 + 
 + 
 + 
 +----
  
 {{page>general:financeeoyprocess:updatefinanceoptionsclearingfundmaintenance}} {{page>general:financeeoyprocess:updatefinanceoptionsclearingfundmaintenance}}
  
 Review the fields under **Payroll Automatic Posting Defaults** to ensure that all fields are correctly populated. Review the fields under **Payroll Automatic Posting Defaults** to ensure that all fields are correctly populated.
 +
 +
general/financeeoyprocess/updatefinanceoptions.1554922588.txt.gz · Last modified: 2019/04/10 13:56 (external edit)

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