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End of Year 2018-2019/Beginning of Year 2019-2020 documentation and software versions are not yet available. You will be notified via RSS feed once updates have been released. |
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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 910.0.0 or higher is recommended.
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- From the Admin & Maintenance tab, select System Settings.
Click on the DataCenter tab and determine if you would like to "Prevent automatic deletion for students with balances." By default, this option is not selected. Click Ok to save changes.
Info If students have been deleted from DataCenter, but have a positive or negative balance in Newton, they will be marked 'Inactive' and remain in Newton as long as a balance remains.
Note This option does not overwrite clearing negative or positive balances in the End of Year options. If you select to clear positive or negative balances, the system will clear your selected choice(s). You may always access the Prior-Year database and run an account statement for the student(s) to review balances.
Warning This action may bloat the database as students with any balances remain in the system until their balance reaches 0 and additional students with balances will be added at the next End of Year process.
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Remove Inactive Items
- From the Admin & Maintenance tab, locate Item in the ribbon. Then, select Items.
- Place a checkmark in the Inactive column next to the item to be removed. Then, click Save & Close.
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