End of year procedures must be completed when you are ready to begin processing applicants for your upcoming financial aid year. These procedures do not have to be completed at the time you roll forward your PORTAL database. The following steps will roll FA forward.

1. Set up FA preferences by going to the FA Setup script in the Scripts menu.
2. Change the FA Year to the next year.
3. Set up Tuition for the next year.
4. Set Up Your Budget by creating any award categories and their subcategories for the upcoming FA year such as:a. Grants
   b. Loans
   c. Remissions
   d. Other category

5. In Applicants delete all student records that are no longer applicants for the upcoming year, e.g., graduates, withdrawn students, and closed records.

Note: All historical data for these students still exists in the AWARDS and DECISIONS tables. You can do a search for YOG for your seniors. For withdrawn or closed records, you can search for their admission status on the Overview tab in Applicants.

6. Do a global replace for FA Year field on the Overview tab. Change this to your upcoming FA year.
7. Run the Update Applicant Records script from the Scripts menu.