Advance Miscellaneous Ledger

This section walks you through handling student miscellaneous ledgers for the new school.

  1. On the end of year page, find Advance Misc. Ledger and click "Start"


  2. Select Rollover, Continue, or Reset. See End of year options for student ledgers to help with your decisions.

  3. Next to each miscellaneous item, select Close or Recreate.

TIP:  Recreate creates that miscellaneous item in the new school year. Selecting  Close means you don't want the miscellaneous item forwarded to the new school.

  1. Click "Review Changes"



  2. On the Confirm Misc Ledger Actions page, review your selections. If you are satisfied with the selections, click Save. If not, click Back and walk through the steps again.

IMPORTANT:
  • When you save your changes, this section is locked and you cannot make updates. Be sure you are confident in your selections.
  • Your end of year selections will appear once your Charms profile has been moved to the new school year. Until then, the sections you have closed may show as zero balances.
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