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general:financeeoyprocess:updatefinanceoptions

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general:financeeoyprocess:updatefinanceoptions [2021/06/10 15:41] – emorenogeneral:financeeoyprocess:updatefinanceoptions [2025/05/29 16:59] (current) – emoreno
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 <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]]
  
 Verify that the data is accurate for the new fiscal year and update the fields as needed. Verify that the data is accurate for the new fiscal year and update the fields as needed.
  
-{{:general:fin_eoy_step_13_district_finance_options.png|District Finance Options}}+{{:general:fin_eoy_step_13_district_finance_options.png|Finance Options Tab}}
  
 VCV Under **Finance Options**, ensure that the following fields reflect data for the new school year: VCV Under **Finance Options**, ensure that the following fields reflect data for the new school year:
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   * **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.   * **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.
  
 +<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.  **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.+ 
 +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}} {{: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.1623339719.txt.gz · Last modified: 2021/06/10 10:42 (external edit)

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