05/19/2023

As we approach June, it’s time to start thinking about beginning the Fiscal Year Rollover process to start setting up the 2023-24 fiscal year. Full instructions can be found in the Knowledge Base article Fiscal Year Rollover.

We have also produced a video that will walk you through the steps that you should complete before the year officially starts on July 1st:

Video: Fiscal Year Rollover (Pre July 1)

We will publish a follow-up video about steps to take post-July 1st soon along with a video about end-of-year TRS reporting for our Illinois customers.

If you run into any questions with these processes, you can call 630-592-4200 x3 or email financials@common-goal.com to set up a virtual Zoom meeting with one of our analysts.

The Common Goal Team