Description of Issue
Do I need to save backup prior to processing year end in Munis?
Context
- Year End Close
- Fiscal Year End
- Budget Completion Journal
Cause
Need to save and protect date prior to processing fiscal year end close.
Resolution
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.
- Prior to running the Close Fiscal Year Program
- Prior to running the Open Current Year Program
- 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
Additional Information
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