Fiscal Officer Information

It is time again to start planning for the fiscal year-end closing.

FY2026 items of interest include:

Requisitions-Last Day to Enter and Approve

  • Non-Catalog requisitions requiring a bid - Friday, 5/8
  • Non-Catalog requisitions not requiring a bid - Thursday, 6/18
  • Show-Me-Shop requisitions - Tuesday, 6/30

Vouchers/Payment Requests - Last Day to Enter - Tuesday, 6/30

  June Web Journal Entry Cutoff for Departments – Thursday, 7/16

  • For FY2026 entries, between 7/1 and 7/16, remember to change the Journal Date to 06/30/2026.
  • Please refrain from creating FY2027 entries until after 7/16.

  Automated AP Accrual Scheduled – Tuesday, 7/14

  • Vouchers approved and posted between 7/1 and 7/13 with an invoice date before 7/1.
    • PO vouchers must also have a PO date before 7/1.
  • Expense report lines approved and posted between 7/1 and 7/13 with an expense date before 7/1.

  Automated ARR/CRR Accrual Scheduled – Tuesday, 7/14

  • All approved and posted ARRs and CRRs meeting the following criteria will be included in an automated accrual:
    • ARR/CRR (Cashiers and Direct Deposit) date before 7/1 and associated journal date between 7/1 and 7/13  or 
    • ARR/CRR (Cashiers and Direct Deposit) date between 7/1 and 7/13 and reference date (Date of Check field) before 7/1 or
    • ARR/CRR (ACH/Wire) bank date before 7/1 and associated journal date between 7/1 and 7/13

  Automated AR/BI Accrual Scheduled - Tuesday, 7/14 

  • Between 7/1 and 7/13 users may update/override the accounting date on invoices to "06/30/2026" if the revenue should be reflected in FY2026.  Otherwise, during this timeframe, invoices will default to FY2027. 

UM Daily Processing – The journal entry module will have a nightly run each Sunday evening in July, beginning on July 5, to account for activity processed after 6 PM on Fridays.

Please distribute this closing information to the appropriate staff in your units.

I will review the additional AP accrual procedures that occur in July and August with you at a later date.

If you have any questions about closing, please contact me or Rochelle.

UM-System Integrity and Accountability Hotline