It is March and I think some people have forgotten to do two things in the new year.
- Change your fiscal year dates in Agency Info to reflect your current fiscal year. Those dates impact all reports which run on the fiscal year date range. To advance those dates, simply click on Agency Info and in the fields for Fiscal Start Date and Fiscal End Date, put your cursor into the field and change the year. *(Your fiscal year may be July through June, April through March, October through September, or January through December), but all you need to do is change the year.
- Send me an updated staff list to reflect any staff changes in the last year. My internal customer database does not “talk to” your live files, so I have no idea when staff have left and new staff have been onboarded. Thus, I must be informed of all staff changes so that I can update my files. Please provide names, job title, email address, and phone number.
If you have any questions, please contact me at gina@casamanager.com.