What is required if there is an "X" under #9 for a school?
The "X" indicates the Bank account has NOT been reconciled up to the year end date. The school must start from the last reconciliation and close off each month up to and including the last month of the fiscal year.
Once the final reconciliation is completed for the fiscal year, select the refresh icon which will remove the #9 "X" and replace with a green checkmark.
Year End Rollover Automation Checklist