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acq:yearend

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acq:yearend [2019/05/31 18:18] – [What happens in year end?] tlittleacq:yearend [2019/05/31 18:19] – [Starting the new fiscal year] tlittle
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   - Run the "Fund Summary" report using the new fund year to confirm that all money and/or encumbrances were accurately rolled over (compare against last year’s report that you ran immediately prior to closeout)   - Run the "Fund Summary" report using the new fund year to confirm that all money and/or encumbrances were accurately rolled over (compare against last year’s report that you ran immediately prior to closeout)
   - Run the report "Line items using outgoing fund year" to find any line items on selection lists or pending purchase orders using funds for the previous fund year. These need to be manually changed to the corresponding fund in the new year.   - Run the report "Line items using outgoing fund year" to find any line items on selection lists or pending purchase orders using funds for the previous fund year. These need to be manually changed to the corresponding fund in the new year.
-  - __[[acq:fundingsources#create_a_funding_source|Create new funding sources]]__ for the new fiscal year +  - **[[acq:fundingsources#create_a_funding_source|Create new funding sources]]** for the new fiscal year 
-  - __[[acq:fundingsources#apply_credits_to_a_funding_source|Apply credit to funding sources]]__ +  - **[[acq:fundingsources#apply_credits_to_a_funding_source|Apply credit to funding sources]]** 
-  - __[[acq:fundingsources#allocate_credit_to_funds|Allocate to funds]]__+  - **[[acq:fundingsources#allocate_credit_to_funds|Allocate to funds]]**
   - Lift the Acquisitions freeze   - Lift the Acquisitions freeze
  
  
acq/yearend.txt · Last modified: 2023/07/10 12:54 by tlittle