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End of Year - Students & Financial Procedures

Duration - 3 Hours

Course Outline:

Introduction to End of Year - Students & Financial Procedures

Financials

  • Preparing for the End of Academic Year
  • End of Year Financial Process Checklist
  • Complete Financial Processing
  • Printing Reports
  • Check General Ledger Table Properties
  • Cash Book Accounting Schools Only
  • What Information Will Be Affected?
  • End of Year (EOY)
  • After Financial rollover Backup
  • Setting the New Year details
  • Families
  • General Ledger
  • Creditors
  • Assets, Inventory and Sundry Debtors

Students

  • Preparing for the End of Academic Year
  • End of Year Student Process Checklist
  • Marking Students to be moved to Past School Members
  • Checking the Promotion Order of School Years
  • Setup of Future Enrolments ready for transfer
  • End of Year processes
  • Transfer Students & Families from Enrolments
  • Setting the New Academic Year Details
  • Modify Roll Groups and Students in Roll Groups
  • Manually place Students into Roll Groups
  • Setting up the absentee calendar for the New Year
  • Seeding school days for this year's absence ranges
  • Seeding term and semester fields for absentee dates
  • Entering Public Holidays and Student Free Days