Use Legacy Account Balance

Exclude past fiscal year(s) and display legacy balance data instead

Institutions have a choice to display legacy account balances, which excludes past fiscal year data. The feature can be toggled on/off. 

Use Legacy Account Balance

Note: Turning this feature off requires that the new balance data must be present in Clarity.

 

Where Can I Find This?

Locate the System Settings on the General tab under Admin > Settings.

 

Note: System configuration settings are specific to each institution, and so each implementation will contain documentation within its instance of Clarity containing the details about how Clarity has been deployed.