Add New Fiscal Year in DirectLine

Purpose: Use this document to add a new fiscal year in DirectLine. This information is used to capture depreciation, acquisitions, disposals and adjustments of assets during a specific period of time.

Audience: Finance business office staff that oversee depreciation reports and state tagged assets.

Add New Fiscal Year

Navigation: Menu > Administration > Fiscal Year Entry

  1. On the DirectLine Menu screen, select Administration
Home Screen Menu
  1. Scroll down if needed to select Fiscal Year Entry.
Administration Menu

Complete the Fiscal Year Entry screen by entering:

  1. Fiscal Year Code (FY20xx)
  2. Starting Date (20xx-07-01)
  3. Ending Date (20xx-06-30)
  4. select the checkbox for Fiscal year is active, open
Fiscal Year Entry input screen

Below is a sample of a completed screen.

Sample of completed screen
  1. Save the record by selecting the floppy disk icon from the task bar.

 

Toolbar ribbon with Save button
  1. End of procedure.

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