Follow this checklist for a smooth transition to the new fiscal school year in Munetrix.
Closeout FY2025
- Upload Final FY2025 Check Register (thru 6/30/2025) to Open Checkbook
- Closeout Public Safety Drills for 2024-2025 and run Audit
- Update Debt Schedules
- Upload Final or Audited (when available) FY2025 Financial Export to Multi-Year General Fund Grid (contact your customer success manager)
Open FY2026
- Post Approved FY2026 Budget in Transparency Documents
- Upload Approved FY2026 Budget Export to Multi-Year General Fund Grid
- Update Transparency Documents
- Create 2025-2026 Safety Drill Schedule (placeholders deployed in July)
- Update Debt Schedules
- Update Capital Improvement Plans
- Start New FY2025 Import for Open Checkbook
- Update Contacts
- Update User Accounts - remove old users and add new users (contact your customer success manager)