7/9/14 - Summit Year End Reporting Tips

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Users may not be seeing all of their Fiscal Year Fund Balance type funds (like PI Overhead & Department Discretionary) in Summit. 

If the fund has not had any activity in FY15, the fund will not be listed on the summary page in Summit.  Once the initial close of FY14 is done on Friday, July 18th, the FY14 ending balances will be carried forward as the FY15 beginning fund balances and users will see all of their Fiscal Year Fund Balance type funds in Summit. 

 If a user’s fund has had activity in July, the fund will be listed on the summary page in Summit, but the beginning fund balance will be 0.00 until the initial close of FY14 is done on Friday, July 18th.  If the user changes the “Through Fiscal Period” back to 2014-12 (Jun, 2014), the user will see all of their Fiscal Year Fund Balance type funds and the ending balance at June 30, 2014. 

If you have any questions, please contact Maura Shield at x43515 or PI’s may want to contact his/her Financial Administrator.

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This page contains a single entry by Clark, Norma published on July 9, 2014 1:18 PM.

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