Differences

This shows you the differences between two versions of the page.

--- finance:utilities:fiscalyearclose [2020/05/29 22:23] – created emoreno
+++ finance:utilities:fiscalyearclose [2020/07/13 16:10] (current) – emoreno
@@ Line 5: / Line 5: @@
 //**Finance > Utilities > Fiscal Year Close**//
-<WRAP round intro>This page provides an easy, streamlined method to efficiently end the old fiscal year and begin the new fiscal year. Only one Finance accounting period can be open (i.e., The Finance current and next accounting period should be the same). Also, all other application accounting periods should match.
+{{page>general:finance:utilities:fiscalyearclose:intro}}
-The following Finance EOY tasks are automatically completed when you execute the Fiscal Year Close process:
-  * Delete 1099 work table.
-  * Delete payroll deduction checks (all pay dates, processed and unprocessed).
-  * Delete payroll transfer transactions (all pay dates, processed and unprocessed).
-  * Move current to new file ID.
-  * Delete credit memos for ending funds.
-  * Delete all funds.
-  * Reverse pending purchasing requisitions.
-  * Mass change account codes.
-  * Delete budget amendments only for increment funds.
-  * Create new accounts by fund/carry forward totals if selected.
-</WRAP>
 ====Process the fiscal year close:====
 {{page>general:finance:utilities:fiscalyearclose:body}}
+{{page>general:finance:utilities:fiscalyearclose:body2}}
+{{page>general:finance:utilities:fiscalyearclose:body3}}
 ====Other functions and features:====

Business