Rolling over your Balance Sheet, Revenue & Expense Accounts

Rolling over your Balance Sheer, Revenue or Expense accounts can be done at anytime.  To Copy your accounts from the current year to the succeeding year, go to the Financial >>> Setup >>> Budget Accounts >>> List tab.  Select the type of account that you want to rollover and click the Search button.  

PLEASE NOTE:  if you built the 2024-25 budget in SchoolFi, you may have already set up your expense and revenue accounts.  You should review what is set up for 2024-25 and you may just want to sign off on the rollover guide to document your review of accounts for 2024-25.

The next step is to check off the account(s) that you want to copy to the next year and click the Copy Checked button.

Select the year that you want to copy the accounts to, review all available options, make your selection(s) and click the Copy button.

You can repeat these steps for the Revenue and/or Expense accounts.