The Financial Year Lifecycle
| 1 Financial Year |
| 2 Update FY Update key Financial Year DATA for funding applications. |
| 3 Update Periods Update key Sales Period DATA for reporting. |
| 4 Update Journal |
| 5 Company Structure Identify company ownership / directors as they are in the Financial Year. |
| 6 CIPC Lookup Do a CIPC lookup to verify and pull current CIPC DATA into MYCITO. |
| 7 Copy Structure Copy the company structure from a previous Financial Year. |
| 8 Fund Structure Structure fund applications. |
| 9 Upload Requirements Upload funding requirements. |
| 10 Funding Qualify/Disqualify |
| 11 Package Funding Packing funding information and supporting material for funder. |
How To Create a Financial Year
Follow these steps to CREATE A FINANCIAL YEAR.
- View the COMPANY PROFILE.
- Click the MANAGE BUSINESS tool in the toolbar.
- Click the FINANCIAL YEARS tool in the toolbar.
- Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To View a Financial Year
Follow these steps to view a FINANCIAL YEAR.
- View the COMPANY profile.
- Click on the MANAGE BUSINESS tool in the toolbar.
- View the FINANCIAL REPORT.
- Select the FINANCIAL YEAR by clicking on the BLUE FINANCIAL YEAR NUMBER.
How To Edit Financial Year
Follow these steps to EDIT the FINANCIAL YEAR.
- View the FINANCIAL YEAR.
- Click on the EDIT FINANCIAL YEAR tool in the toolbar.
How To Update Financial Year
Follow these steps to UPDATE FINANCIAL YEAR.
- View the FINANCIAL YEAR profile.
- Click on the UPDATE FINANCIAL Year tool in the toolbar.
- Complete the required fields and click SUBMIT.
How To Add Journal Entry
Follow these steps to ADD a JOURNAL ENTRY.
- View the FINANCIAL YEAR profile.
- Click on the UPDATE JOURNAL tool in the toolbar.
- Add a NEW ENTRY and click SUBMIT.
How To Company Structure
Follow these steps to create the COMPANY PROFILE.
- View the FINANCIAL YEAR profile.
- Click on the COMPANY STRUCTURE tool in the toolbar.
- Add a NEW ENTRY and click SUBMIT.
How To CIPC Lookup
Follow these steps to do a CIPC LOOKUP.
- View the FINANCIAL YEAR profile.
- Click on the CIPC LOOKUP tool in the toolbar.
- Follow the steps and click SUBMIT.
How To Fund Structure
Follow these steps to create the FUND STRUCTURE.
- View the FINANCIAL YEAR profile.
- Click on the FUND STRUCTURE tool in the toolbar.
- Add a NEW ENTRY and click SUBMIT.
How To Upload Requirements
Follow these steps to UPLOAD the REQUIREMENTS.
- View the FINANCIAL YEAR profile.
- Click on the UPLOAD REQUIREMENTS tool in the toolbar.
- Select the REQUIREMENT and click NEXT.
- Select the FILE and click NEXT.
How To Qualify Funding
Follow these steps to flag the company for QUALIFY for FUNDING.
- View the COMPANY FINANCIAL YEAR.
- Click on the QUALIFY FOR FUNDING tool in the toolbar.
How To Disqualify for Funding
Follow these steps to flag the company for DISQUALIFY for FUNDING.
- View the FINANCIAL YEAR.
- Click on the DISQUALIFY FOR FUNDING tool in the toolbar.
How To Package for Funding
Follow these steps to create a PACKAGE FOR FUNDING.
- View the FINANCIAL YEAR.
- Click on the PACKAGE FOR FUNDING tool in the toolbar.
- Select the PACKAGE and click SUBMIT.
