Difference between revisions of "Monthly Close Out"
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#Verify the '''Fiscal Year''' before moving forward. | #Verify the '''Fiscal Year''' before moving forward. | ||
#Refer to the instructions below to: | #Refer to the instructions below to: | ||
| − | *'''View''' the list of months that have been closed out in a particular fiscal year. | + | #*'''View''' the list of months that have been closed out in a particular fiscal year. |
| − | *'''Close''' out a month. | + | #*'''Close''' out a month. |
Revision as of 16:08, 20 February 2015
This program will provide the means to prevent changes or new transactions for a specific month after all reports have been verified and the bank reconciliation has been completed. Users may also view which months have been closed.
- Select Funds/Lists/Monthly Close Out from the left side of the screen.
- The Setup box will appear.
- The District, Year, and Fiscal Year will appear in the setup box based on your user name.
- Verify the Fiscal Year before moving forward.
- Refer to the instructions below to:
- View the list of months that have been closed out in a particular fiscal year.
- Close out a month.
To view months that have been closed use the following steps.
