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titleDescription of Issue

Do I need to save backup prior to processing year end in Munis?

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A system backup should be taken 3 times during the year end close process. Your site IT, TSM or TSM Saas support can assist end users with the back up process. 

  1. Prior to running the Close Fiscal Year Program
  2. Prior to running the Open Current Year Program
  3. Prior to Running the Budget Completion Journal program

The full checklist for Fiscal Year End Prep and processing can be accessed here: Year End Checklist - 2018.1 - 2019.1


Saas clients: Year End Backup in Cloud Admin

TSM On Prem clients: On Demand Backup For On-Premise Munis Clients 

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See also : Tyler Community - Fiscal Year End Processing Wiki Page for current Year End Close documentation and other FAQs.