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titleDescription of Issue

Closing CAFR ACFR Fiscal Year & Opening New CAFR ACFR Fiscal Year


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titleContext
  • CAFRACFR
  • Fiscal Year Close/Open


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titleCause
  • Site has completed all work in CAFR ACFR for the Fiscal Year and ready for the next
  • Site purged all CAFR ACFR information from current year and set year back to prior year
  • Site purged wrong CAFR ACFR prior year and restore from backup is not an option

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titleResolution
  • Log into CAFR as a CAFR admin level user
    • Select 
    1. Select 
    CAFR Statement Builder
    1. Year End Closing
    2. Choose Set Balance Sheet Beginning Balance to Zero option when Closing
    CAFR
    1. ACFR Fiscal Year
    2. Select Close Year
    3. Select YES on the Perform year end closing for XXXX
    4. The process takes several minutes to complete.  Do not cancel or interrupt the process once started.
    5. Select OK to continue.  Year is now closed in
    CAFR
    1. ACFR and Year advanced to the new Year.


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    titleAdditional Information

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