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The following document will guide you through the End of Year procedure for Newton. |
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Do I need to be running a particular version to perform an End of Year?
Version number 78.0.0 or higher is recommended.
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Are there are measures I need to take if I use MySchoolBucks (MSB)?
No. It is not necessary to perform any functions in MySchoolBucks for End of Year/Beginning of Year process in Newton. However, after running End of Year in Newton, it may take up to 30 minutes for old transactions to be cleared from the system.
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Run the End of Year Process
- From the Utilities tab, lcoate locate Advanced in the ribbon. Then, select End of Year.
- Establish End of Year criteria.
- Clear Negative Balances - Changes all balances that are negative to a zero balance. The student will start the new year with a zero balance.
- Clear Positive Balances - Changes all balances that are positive or greater than zero to a zero balance. The student will start the new year with a zero balance.
- Clear cafeteria-specific see-manager comments - Clears all See-Manager comments relative to a Cafeteria.
- Clear district-wide see-manager comments - Clears all See-Manager comments in the District.
- Perform housekeeping - This item should remain selected unless the District is instructed to deselect this by an MCS Support Representative. MCS remote authorization will need to be obtained to continue without selecting this option.
- When you have completed any changes, you must check the box verifying you have read the end-of-year instructions. Note that there is no undo available once these processes have completed. Click Ok.
- You will see a number of processes running run while End of Year attempts to complete.
- Once the End of Year process has completed, a window will appear notifying you if the process was successful. Click Ok to exit the program.
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