What This Process Does


  • This process can be used to Inactivate (Close) a fund for a fiscal year in mass.


Best Practices


  • Not Closing Fiscal Year – Use this report instead of the Inactivate/Close Year process when all funds for the fiscal year do not need to be closed.


Inactivate/Close Fund


  1. Finance → Financial Management → Maintenance → Financial Years/Current Month → Year End → Inactivate/Close Fund
  2. Range accordingly on a fund.
  3. Click Select.


FIELDSOpt.Rec.Req.Description
Fiscal Year to Inactivate----Enter Fiscal Year to Inactivate
Range on Fund----Range on Fund to Inactivate
Opt. = Optional  Rec. = Recommended  Req. = Required