Log on to file ID C.
Finance > Tables > District Finance Options > Finance Options
Verify that the data is accurate for the new fiscal year and update the fields as needed.
❏ Under Finance Options, ensure that the following fields reflect data for the new school year:
IMPORTANT: If the School Year and Starting Accounting Period fields were not automatically updated, contact your regional ESC consultant for further assistance.
While on this page, you can also update your next available numbers under Finance, Purchasing, and BAR if you choose to.
Notes:
Finance > Tables > District Finance Options > Clearing Fund Maintenance
Update the Finance and Payroll Clearing Fund/Fiscal Year fields. Be sure to verify your offset accounts for the new fiscal year.
Verify that the data is accurate for the new fiscal year and update the fields as needed.
IMPORTANT: Some LEAs may have old data for fiscal year 5; therefore, it is required to complete the following steps to ensure that you are creating a new fiscal year 5 record.
❏ In the Codes for Fiscal Year field, select 5 and click Retrieve. If data exists for fiscal year 5, it is displayed.
❏ Click Delete. The following message is displayed.
Review and complete the other fields on the page as needed.
The fiscal year value is automatically populated in the Overpayment Account field.
❏ Click Save.
Review the fields under Payroll Automatic Posting Defaults to ensure that all fields are correctly populated.
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