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 data prior to processing fiscal year end close. If you encounter an error or there is an extreme balance issue, the system can be restored to a backup so data and work is not lost.

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

Saas clients: Year End Backup in Cloud Admin

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

Additional Information

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

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