[Wactclc-alma] Fiscal Year Rollover

[Cara Beth Stevenson]

Another rollover question:
Do I need to clear outstanding invoices and order lines before I do the FY rollover?
I was experimenting and haven't had time to figure out how to balance the invoice.

Cara Beth Stevenson
Grays Harbor College

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Traci Taylor
Sent: Wednesday, June 27, 2018 11:09 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Fiscal Year Rollover

Just to clarify... the FY-2018 will create the new fiscal year FY-2019?

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Whittaker, Shellie
Sent: Wednesday, June 27, 2018 11:01 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Fiscal Year Rollover

Hi Traci,

You'll want to copy from the most recent fiscal year (the current fiscal year), FY-2018.

For others listening in, the fiscal years can be named various ways, so your current fiscal year may follow a different naming convention.

Shellie Whittaker
WACTC Library Consortium
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu> | (360) 452-5264

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Traci Taylor
Sent: Wednesday, June 27, 2018 10:51 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Fiscal Year Rollover

Hi Wade,

We are getting ready to rollover our ledgers. In the "rollover ledger", the fiscal years to copy from are FY-2017 and FY-2018. What year do I use? I went back and watched the meeting recording, and in your demonstration you show a date range. You did our fiscal year rollover for us last year.

Regards,
Traci


[cid:image002.png at 01D40E08.B53CE0A0]<http://www.btc.edu/>Traci Taylor
Systems Librarian
Bellingham Technical College<http://www.btc.edu/>
3028 Lindbergh Avenue | Bellingham, WA 98225
Call: 360-752-8488| ttaylor at btc.edu<mailto:ttaylor at btc.edu>


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