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End of Year - Students & Financial Procedures |
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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
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