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MSA Client End of Year Instructions The following document will guide the user through the End of Year procedure for MSA Client. |
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What should I do if I am unsure how to proceed?
In the event you have any questions or are unsure how to proceed before or during this process, it is recommended that you contact your District's point of contact (POC) for this application. If the District's POC has questions or needs assistance, they should contact Support for assistance.
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Print Application Detail Report (Optional)
Before completing the end of year process in MSAClient, consider printing the full Application Detail report to PDF as an archive for your records.
Reports > Application Reports > Application Details - leave all default options checked and the dates unchecked so it pulls for "all time". Once the report has generated select Print (not Quick Print). Use the drop-down menu for Printer Name to select Microsoft Print to PDF > Print. Select the file location on the local or network drive and name the file 20XX-20XXSY Online Apps or some other suitable name. Then, click Print. *It may take a few minutes while the file converts the data to PDF format.
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Note: Prior year applications are also always accessible in MSAClient > Utilities > Miscellaneous > Prior-Year Database > login as usual
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End of Year Process Details
The end of year process for MSA Client will perform all of the following actions:
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