This procedure outlines the steps to be taken to close USAS for the fiscal year in the Redesign.
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Items to consider prior to FYE - district policies & procedures will vary
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Pre-Closing Procedures
The following pre-closing procedures can be completed any time prior to closing the fiscal year.
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- 16.
Go to Periodic/Federal Assistance SummaryStatus colour Blue title Optional - Create a record for the current fiscal year with the necessary information
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The Federal Assistance Summary MUST be created before the Federal Assistance Detail option in order to link them together. |
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Go to Periodic/Federal Assistance Detail and Clone/Create and update necessary information for the current fiscal year. Below lists out instructions on how to create or clone federal assistance detail records. Users can use either one or a combination of both.Status colour Blue title Optional
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Click on
to create July if it does not already exist. Do NOT Mark the 'current box'.Verify June is current
Click on
to 'Close' June.Go to the Utilities/File Archive to see your Month End & Fiscal Year End reports processing.
Do not make the next month "Current" (the next month can be "open" for continued processing) until your Month end & Fiscal Year End report bundles have finished running.
In Core/Posting Periods, click on the Open folder beside July to open (if it is not already), click on the checkmark beside July to make it current.
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- 22. Submit your financial data via EMIS-R
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Please refer to the NWOCA Financial Checklist for more information on submitting your data via EMIS-R |
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