USAS Fiscal Year End Checklist
This procedure outlines the steps to be taken to close USAS for the fiscal year in the Redesign.
Items to consider prior to FYE - district policies & procedures will vary
Closing out all possible purchase orders
Review old outstanding disbursements
Maintenance of Effort (MOE)
Info
USAS v2024.0.0 Release Notes - Removal of the Federal Assistance Detail and Summary from Period H EMIS reporting. The EMIS Extract no longer contains federal assistance summary and detail data. The menu options for Federal Assistance Detail and Summary are still available but are now optional.
Pre-Closing Procedures
The following pre-closing procedures can be completed any time prior to closing the fiscal year.
If invalid accounts do exist, they should be changed via Utilities/Account Change
Month-End Closing
Fiscal Year-End Closing
Under the Periodic menu:
Click onÂ
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.Â
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.Â