...
Create fiscal year in STPARM
Copy general ledger accounts
Copy funds
Copy or create budgets
Important note: If you are not using the Campus Cafe internal General Ledger for financial reporting and you are not using the fund raising module, new fiscal years need not be created. However, if you are using an external GL like Quickbooks or Great Plains, it is still recommended that you manually set the last GL posting date to prevent posting of transactions after they have been exported to the external GL.
Create fiscal year code
You must create a code to represent the fiscal year. Use the standard naming convention FY####. For example, FY2023 to represent the 2023 fiscal year. You may wish to create several fiscal year codes out to the future eliminating the need to create these codes for several years.
...