Help needed with huge mess and use of finance model

General
1

Hello Gibbon team, so we have a community school, we use gibbon mainly to track absence, number of students, and classes we have
since 2022 we have been using the same school year until now

We used the finance model briefly but ditched it due to lack of knowledge and recourses to track it regularly and now we want to reset it and start fresh.

Q1: if i split the study period to years 2022, 2023, 2024 what will happen to the data recorded in 2023 and 2024, will it automatically be transferred from 2022 to 2023 and so on based on how i chose the dates for each school year?

Q2: How can i reset Finance model, to start using it from Zero, i want to remove all old invoices i issued as they are a big mess.

Please help me through this, any questions i am ready to answer.

2

Hi @Aziz, this does sound like a tricky situation. I woudn’t recommend trying to split the school years after the fact, as there will be heaps of records tied to the specific gibbonSchoolYearID in your database that can not easily be separated out, and will not be automatically transferred just by creating a new year.

However, one way forward could be to rename the 2022 year to “2022 to 2024”, then create a new “2024” school year and set that to the current year. Then, use the year switcher to ensure that’s the active year. That will effectively keep all your existing data, but reset anything attached to the school year, “starting from zero” for your finance team.

Hope this helps!