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Then you can see the current fiscal period in your filters:
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We recommend keeping notes on your process, number of funds, ledgers, and PO lines from year to year. These numbers do not change too much year to year and this will save you time and stress with this important process each year.
Grace period: If you look at the previous fiscal year ledger, you will find what the grace period is before you need to start using the new year’s funds. This example has a grace period of 5 days after the end of the previous fiscal period.
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If you are not sure if a rollover has happened yet in your Alma, here are two places to check, if you have the appropriate Alma roles :
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This campus has already created a fiscal period. These can be created manually or are automatically created during ledger rollover.
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While this campus still needs to create their fiscal period.
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