Reminder: Help the Business Office Close out the Fiscal Year

Heartland AEA’s fiscal year will end on June 30, 2014. In order for the Agency to close its books in a timely and accurate manner, the Business Office needs your assistance in returning date-sensitive items.

• For payroll-related work completed on or before June 30, please turn in timesheets and submit addendum online forms with appropriate approvals to the Payroll Department by July 7. 
• Review open Addendum Online assignments. Please close addendum assignments that will not have any additional hours logged. 
• For travel, mileage and purchases occurring on or before June 30, please turn in claim forms, expense claims, invoices for services or professional development/travel forms with appropriate approvals to the Business Office by July 9. 
• Do not put dates from two different fiscal years on the same timesheet, vacation request or in-area travel form. In-area travel forms with two fiscal years will be returned for correction. 

A separate year-end communication was sent directly to budget managers and support staff. If you have any questions about the end of the fiscal year, contact Brian Whalen, Business Manager, at bwhalen@heartlandaea.org or ext. 14005 or Rebecca McCreary, Accountant, at rmccreary@heartlandaea.org ext. 14325. Thanks in advance for your attention to this matter.