Converting a *DEFINE Document for a New Fiscal Year


How do I convert a *DEFINE document to the new fiscal year?

 

Follow the steps below to convert a *DEFINE document from a prior fiscal year to current fiscal year.

  1. In *DEFINE, make sure your command line indicates you are in fiscal year 2024-25.
  2. Pull up your document.
  3. On the document screen, change the Voucher Date field to 090124 (Sept. 1, 2024) and press ENTER.
  4. In the window that appears, mark Yes and press ENTER. Your document will be moved to fiscal year 2024-25.
  5. If the payment should be reflected as an expense for that year, make sure your service dates are for fiscal year 2024-25. Then submit your payment voucher along with supporting documentation.
Note: Do not convert 2023-2024 fiscal year documents until Sept. 1, 2024.