End-of-Year Procedures

1. Find and deactivate Accounts for students who will not be returning with an Account balance equal to 0.
2. Go to the Accounts > List view.
3. Perform a find for Accounts with no students.
4. Delete the account records with no students. If there is more than one student associated with an Account, be sure to NOT delete the Account. Deleting Accounts does not remove any historical data from Student Billing. All the historical data is saved.
5. Activate Accounts for your Admitted students.

Closing the Fiscal Year

This will be guided by your accountant. You may be advised to set a Locked Date (Preferences General Tab).