Fiscal period rollover should happen shortly after the beginning of the next fiscal year (July 1 each year in the CSU) or before the end of the previous fiscal year. Depending on the settings in your campus, you may have 15 days grace period to use the previous fiscal year before you cannot draw from funds in the current year. add information about where to find this
If you are not sure if a rollover has happened yet, here are two places to check, if you have the appropriate Alma roles :
Acquisitions ->Advanced Tools->Rollover Ledgers
The latest rollover of ledgers will be at the top of this page.
I can see in this campus that they have already done the 2024 rollover of ledgers:
While this campus has not done that yet:
You can also check if the new fiscal period has been set up.
Alma Configuration -> Acquisitions -> General -> Fund and Ledger Fiscal Period
This campus has already created a fiscal period. These can be created manually or are automatically created during ledger rollover.
While this campus still needs to create their fiscal period.
Notes:
Even though you can set up a fiscal period before the previous one ends, you cannot use the fund until the first day of the new fiscal period.
After you rollover to the new fiscal period, your Alma may still default to the old year filter. Once you choose the new year for the filter, it will retain that instead of trying to filter to the old period.