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Trace: • (If applicable) Clear/move NYR requisitions to CYR
general:financeeoyprocess:updatefinanceoptions

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general:financeeoyprocess:updatefinanceoptions [2022/04/29 14:14] – 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.
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 **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> </WRAP>
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 +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> <WRAP Box>
-**Note**:+**Notes**:
   * If applicable, update the **Student Activity Fund/Year** field.    * 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.    * If your LEA has started using the revenue and expenditure codes for the Student Activity Fund, then this section should be blank. 
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 {{:general:fin_eoy_step_13_student_activity_fund.png|Student Activity Fund}} {{:general:fin_eoy_step_13_student_activity_fund.png|Student Activity Fund}}
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 +----
  
 {{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.
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general/financeeoyprocess/updatefinanceoptions.1651241675.txt.gz · Last modified: 2022/04/29 09:14 (external edit)

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