--- title: "EPIC Analytics: New Fiscal Year Checklist" description: Follow this checklist for a smooth transition to the new fiscal school year in Munetrix. --- [Skip to content](https://solutions.munetrix.com/en/knowledge/financial-module-new-fiscal-year-checklist#main-content) English Show submenu for translations ![Mx and SD.png\]](https://solutions.munetrix.com/hs-fs/hubfs/Mx%20and%20SD.png?height=40&name=Mx%20and%20SD.png) Open main navigation Close main navigation - English Show submenu for translations - Go to www.munetrix.com Go to www.munetrix.com How can we help you? - There are no suggestions because the search field is empty. 1. [Help Desk](https://solutions.munetrix.com/en/knowledge?hsLang=en) 2. [School Edition](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en) 3. [GETTING STARTED](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#getting-started) # EPIC Analytics: New Fiscal Year Checklist ## Follow this checklist for a smooth transition to the new fiscal school year in EPIC Analytics. **Closeout FY2026** - Upload Final FY2026 Check Register (thru 6/30/2026) to **[Open Checkbook](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT-K3qgyTW7Y8-PT6lZ3mdW3Ylsjc96mJJtN6vk7l0QR1NvW4N8GfP303rhyW79hLGC2qj6pBW7bWyg48L2NCKN3GB6DGjYPb4W8tjZlF3DtKSDW7DD5841BVB0MW6w299g91sF6_W2GH5Tt6Jft_mW92L_HR5yJH5gW71qPWV7w_mYMW6dYwRc5FGsBZW8zqNZj8nFT_FV_PBd33Mpx8lW7Xy0hH5m1pV9W8GZ1_R6vhm1_W1-8v5N2vZZjKVHH0s04LXhc5W47HqfJ6jQmrcW8vfgvZ4x7wPsW1FS6ZS7p5KZFW6J1jMb6dXSWWVjHPn73H2NLKW6wNRVZ5ZlzlvW3vjxzW5xmvzXf24Sq_204?hsLang=en)** - Closeout **[Public Safety Drills](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT_03qgyTW8wLKSR6lZ3nYW5wVr674PhZSKW41tFll7KDx70W4hQMkZ8RH9W3W8_zlQn8sGk0WW3Jj-B05LFVp_VW9r1716rvKdW7t4PRF2B_GFmW6c04356LSG3jW9bx7sJ3stpW0W7r7MVX8gXN1kW3MgXc-7yg9-sW2jGqpM4-lVgjW8LZkRZ8FRDYWN21d4J0TR3k_W2FkfHK55_rpWW6BFfDQ36cxzDN8JG3TC8fdTrW3HzJt91874lBW3MNbjl4zJmMvVgNrGb6hRCThW2hTyhD61fBbQW8CX4YF1jVMsnW8-TB1c83575-W8kH-2k6pmqtSMp4FDcCvNqKW6MsWRd44btzPW6YmlS358Z3mcW82HXQn6-sGL3f2Gwv_Y04?hsLang=en)** for 2025-2026 and run Audit - Update **[Debt Schedules](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT-K3qgyTW7Y8-PT6lZ3q4W7f0jqP1nFcJDMdfGfXnM3PKN7MRGl3YSSkVW517Qq72wKbPXW52TmwH1gt1qjW2R6Cmj6BCZ-PW71zj9J95MRVNW1MCSHL93D0NMMy0X2n1TTn1W15Yhnd5pw1_0W5dwd2T26JZMJW8yZ9jy2W1NljN3xlKt3-KKN3W7FL2Lc2p-x_HW73RbbM2G_gdVVS1XJM8CMXwsW1w6msf1fRxVtW4xH1qN7w0BDnW6YN1R611N-JbW5zTx0c4YGG1dW6Kb0lB68mwkSW4X5m6Z83S96XW2LWb2523F8vdW68dBRc5wFs_wW7bD_vx7rfhm9W2d1TTZ7vV-2DdYBKKx04?hsLang=en)** - Upload Final or Audited (when available) FY2026 Financial Export to Multi-Year General Fund Grid (contact your customer success manager) **Open FY2027** - Post Approved FY2027 Budget in Transparency Documents - Upload Approved FY2027 Budget Export to Multi-Year General Fund Grid - Update **[Transparency Documents](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT_03qgyTW8wLKSR6lZ3nMW3SpPgW3Y25ltW5QzXlG1gScX6W8H7Cjn1GMjGBW694LR727dF-DW2y06ZZ9k19xlW3w1KbP1NDhPTW5c90j17BbNW4W9b178p1TmYG0Vw2GhK2ZK1blW9bJ12y5k2t_jW6F1sMR9h93tsW8fFsQL27YNfrW5TKp994H1DTjVWG82F1zq1nRW14T-XH4Ng7mqW6xKlTw5jNSrbW7GYHkp5kYkvgW8bXh_F4nLdPmW18TRl36wD4bGW59n-Fb9jhZDmW3_BFjp4SrrQ_W4lSSBN7LPfbMW3yrlQ77Y1-rSW5RxrKj53z20pW3jg2fL2ptY5XN6qqYzBSXlkvW3SMDj74-xzcdVnL1R22VFgDQf7zDHz404?hsLang=en)** - Create 2026-2027 **[Safety Drill Schedule](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QTZd5nR32W50kH_H6lZ3phW5dqXS_7JR8rtW7j85ZR1PBCGjW29qh0d7_RXXJW39s8J14ncvVFW1K5TFM5XrqgJW3bNfk342S2BDW6M-MVg5sQNPZN5--hfP1bbQ1W2jN6Lq3s3CB-W8n4VrZ2GrKwzVMt9qZ7kt_XxVxJ9_s5xMbVvW6k8ZjV204nFZW2_Xwnf7Hh1f8W4Hyzs27bjBldW425mYV7kt60BVcCj6d2BV-2MW66W2yL88BwwXW7dvfnm20TtzWW8yLqBT3hqPrRW7l9LMc1N6z3PW8twZk96NQcckVWCJDb9kPrcdW1Mgyh94mx56QW14bKjJ7RB4f9W5B_dn52J-BhLW2VVzGG1QLQNgW1jQVpm4Wp89lVDDk4C6x2ffCW3DjBcP1YWgt3Vchwgp3hSFtXW92_FnK4Z8dM5f504Hqd04?hsLang=en)** (placeholders deployed in July) - Update **[Debt Schedules](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT-K3qgyTW7Y8-PT6lZ3lcW5Zh9_61cxyrlN8b6tFBBBn75VHrhF51d1yd4W8V-8xc5xZwbRV_xM0J4vf-p9TlX_x2yJJ2nW55CjpF1V6tn9W42n0pX7k_n0_W4WtQ4S7BBxgKW49VzNG2xrzQQVFMKtH5xBpgyW86Wq8q2XtYr4Vy9gd91SrvrbW4NCX2p3HymXZW23qCVF8c9_NyW4mg4hc8rJ-jCW8CN5ph6YQJGBVsQz1V7XzfShW8JZZt92nMR9RVzWykD41ymdRW4-66Bt3SR_7mW8DcyVT4wsjXTW4QK5FX2MyK1SW7JjWt42SK9KpW6vBXxq5Ld34LVP--tl8lk2ynf2hnyx-04?hsLang=en)** - Update[**Capital Improvement**](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT_03qgyTW8wLKSR6lZ3nRW6TbgGk3L-t0QVS91XN4jc7F3W7kQ9bs8PW93WW3SJ2vL3vkhk7W62NHGg7W9rVYW66SDYG5drSb0W4QX37D79ty3WW3J_fVh3G3bNzW47cw9t4nPdT3W4n8DGQ8CPRYqW19kSCP7QdxcHV6c3s59c9LPYW8cHyNF8vPH4xW6KQTD37wsNngW2rKk515F3n7fW9ghTPG8MTPs2W5K4C-57qYh22W4ZC_lf2XzfzPW46sXQd855pC3W7tDx9M1w1yb5W1Jshkg3FDgTnW25FY1V1XZ2hyW4w3RDX4brbx9W1wKVdd144P0BVdClPl3x6QrgW72pb__5HdQZZW3MRMwM3FnhC2W4xQC666M9K88d3TpLl04?hsLang=en) Plans - Start New FY2027 Import for **[Open Checkbook](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT-K3qgyTW7Y8-PT6lZ3n6W3psm0n8vsTGZW8nKrtT4F3q91W2k0ykY6rYH56W1Lx4zF8kPLYWW1dNg3n5WybDbW3515lX5WkSL5W5V67Hj4vjW2QW5xHSsr375X0NW2W96Gb5hYRm0VShd1d3WCzH2W5KM3018vZt1JW6rn7Qn1VBMDGW6WpPM02HP59sVFTClS3z4JcXN1fdx3Tbc63XW8F7cTz6ZmrHkVD685r4gvFvQVLVQHP84VBnDW5zG5Zz1FNflRW1CcB6f2z5B7sW5vJHlm7njNyBW7xB7Cv8d81v0W1gngy956DRg4VvjyYP7CDvV9W82D46Z6hG0DlVTNxDB45ByFVf5Md65v04?hsLang=en)** - Update **[Contacts](https://solutions.munetrix.com/e3t/Ctc/2N+113/d2tJLT04/VXchgD2yV5z8W10nFKK9l6c2KW7HlLKX5gLClRN72QT-K3qgyTW7Y8-PT6lZ3nSW8lVw967mbFRRW4pysd82MMSg_W3gZ3wK8q-BVMW67pVB41X_WWmW1p-KKJ6qhhktW6xrBZ31h6JJCW1JbVFw5LM30CW8_ZFwk2YzDXWVr18y29d5BjRW7g-kwR6rJKd5N5BtkCykRJhxW927R0v531DSxW4zt5Wm3XCgQYW5Lh2WF314l1xW329cCB7qw2YcVt7cjC8w-w9QW4c0L2Z83Q7v-W44LtN25rCJ_bW2WMZDh4Dx8f2W38-vd54SFm5nW2sMhX43HwgC_W7XG0QN8bCBmZW4Tr2sH7ZLBCKN8H3xzBQydf1W5pTy4l178lnMW21j8R-5NXYYcf4jMGml04?hsLang=en)** - Update User Accounts - remove old users and add new users (contact your customer success manager) - [Customer Support](https://solutions.munetrix.com/en/knowledge/customer-support?hsLang=en) - [Early Warning Module](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#main-content) - [User Accounts/Login](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#user-accounts-login) - [Early Warning Module Dashboard](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#early-warning-module-dashboard) - [FAQ](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#faq) - [EWM Release Notes](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#ewm-release-notes) - [Onboarding & Set-up](https://solutions.munetrix.com/en/knowledge/early-warning-module?hsLang=en#onboarding-set-up) - [School Edition](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#main-content) - [ONBOARDING & SET-UP](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#onboarding-set-up) - [GETTING STARTED](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#getting-started) - [FINANCIAL MODULE: HOMEPAGE](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#financial-module-homepage) - [FINANCIAL MODULE: APPS-DEBT MANAGER](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#financial-module-apps-debt-manager) - [FINANCIAL MODULE: APPS-PUBLIC SAFETY DRILLS](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#financial-module-apps-public-safety-drills) - [FINANCIAL MODULE: APPS-WEBMASTER TOOLS](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#financial-module-apps-webmaster-tools) - [ACADEMIC MODULE: ADMINISTRATION](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#academic-module-administration) - [ACADEMIC MODULE: IRIPS](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#academic-module-irips) - [ACADEMIC MODULE: 31A REPORTING](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#academic-module-31a-reporting) - [ACADEMIC MODULE: EDUCATOR EVALUATIONS](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#academic-module-educator-evaluations) - [DATA & TECHNICAL SPECIFICATIONS](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#data-technical-specifications) - [RELEASE NOTES](https://solutions.munetrix.com/en/knowledge/school-edition?hsLang=en#release-notes) - [Municipal Edition](https://solutions.munetrix.com/en/knowledge/municipal-edition?hsLang=en#main-content) - 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