Fiscal year-end close is approaching! If you are responsible for any year-end close activities, please attend the year-end presentation on June 8 from 10-11 a.m. The year-end presentation is a great resource to learn more about the year-end close process, including dates and discussion of key close activities.
Key 2023 Year-End Dates
As we prepare for year-end, note the following key dates:
- June Prelim Close: Wednesday, July 12
- June Interim Close: Friday, July 21
- June Control Point Final Close: Wednesday, July 26
In addition, the last day to submit new chartfield requests or to modify chartfield values in PeopleSoft prior to year-end processing is June 23. Exceptional requests made after June 23 will be reviewed on a case-by-case basis.
You can use the scheduling feature in MyReports to automate production and delivery of your reports for the June Prelim, Interim, and Final Close. To use this feature, schedule your desired reports to run "At campus month-end close." The MySchedule function will deliver the report the day after the close date (e.g., for June Prelim on Thursday, July 13) and notify the designated recipients by email. See the Managing and Scheduling MyFavorites in MyReports job aid for detailed instructions.
If you have questions about fiscal year-end close, contact the General Accounting Service Desk.