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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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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.
Alert: Districts with application numbers over 5k should consider chunking the report by setting reasonable date ranges. An example is run the report once from 7/1 to 9/1 and again from 9/2 to 6/30 of the following year.
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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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The process usually takes 5-10 minutes. It can take considerably more time for districts with application numbers over 5,000. Please be patient and wait for the process to finish. |
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Warning The progress bar occasionally appears frozen and does not move while the program is working on end of year. Please be patient and wait for the ending message to show. DO NOT cancel or close the program or the end of year may create a partial backup which support will need to help clear before we can try again. The process usually takes about 5-10 minutes but can take several hours for larger districts. |
Once the End of Year process has been completed, a window will appear notifying you if the process was successful. Click Ok to exit the program.
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