Funds and ledgers need to be rolled over in Alma at the end of an institution's fiscal year (FY).
SUNY Fiscal Year Dates:
Required Roles:
The following role is required to roll over the fiscal year in Alma:
One of the following roles is required to mark One-Time POLs as fully invoiced for institutions NOT creating invoices in Alma:
|
|
|
One of the following role is required to change the ledger's fiscal period/year display and to close the previous fiscal year:
Considerations when rolling over the fiscal year: