Mass Update Default Cycle

Once you are ready to allow users to work in the new fiscal year, you will need to change their default fiscal year setting to the new fiscal year.

The Mass Update Default Cycle command is part of the AptaFund FYE Rollover Process. Do not attempt to use this command without being familiar with this process. Refer to the AptaFund FYE User Guide for instructions. The latest version is in Team Support > Knowledge Base > AptaFund 4.1 Documents > Rollover > Fiscal Year End User Guide.

You can use the Rollover Dashboard in Administration to help you walk through the steps of rolling your data from one fiscal year to the next. This tool allows you to view the prerequisites for each step, complete steps, track when and by whom a step was completed, and link to reports related to the tasks.

Mass update the default cycle

  1. Select Security, then Manage Users, from the Administration menu. The Manage Users window opens.

  2. Check the box at the top of the first column to select all displayed employees. Note: If you've reached this window by clicking the link on the Rollover Dashboard, the employees will probably all be selected already.

  3. Select Mass Update Default Cycle from the More menu, and the Mass Update Default Cycle window opens.

  4. Select the New Cycle from the pull-down list, and click Save. You're notified when the process is successful.

  5. If you're using this command as part of the FYE rollover, when you return to the Rollover Dashboard, the status of the task will be "Marked in progress by the task process." You can then manually mark the task complete.

 

Return to Manage Users Overview

Return to Security Overview

Return to Fiscal Year End Rollover Checklist

Return to AptaFund Overview