GETTING STARTED
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      Financial Module: New Fiscal Year Checklist

      Follow this checklist for a smooth transition to the new fiscal school year in Munetrix.

      Closeout FY2024

      • Upload Final or Audited (when available) Financial Export to Multi-Year General Fund Grid (Send to Customer Success Manager)
      • Upload Final FY2024 Check Register (thru 6/30/2024) to Open Checkbook
      • Closeout Public Safety Drills for 2023-2024 and run Audit
      • Update Debt Schedules
      • Upload Audited (when available) FY2024 Financial Export to Multi-Year General Fund Grid  (Send to Customer Success Manager)

      Open FY2025