Nutrikids End of Year Activities

Tasks YOU MUST DO BEFORE JUNE 5th

1. Complete our end of year survey. 

2. Print, have signed by your Business Official, and then return to us, a completed Balance Adjustment Approval Form. If this is not signed by your Business Official and provided to us by June 5th, your end of year process WILL BE DELAYED! If you are going to ask that we clear negative balances, make sure you print and save a negative balance report to keep that information as a reference.

3. Update your end of year special dates in MySchoolBucks.com. This sets a window of inactivity at MySchoolBucks.com, during which your end of year activities will be completed by the CNYRIC Team. Update other special dates as needed. This short video explains what needs to be done.

Tasks YOU MUST DO AT THE END OF YOUR LAST SERVING DAY

1. Completed the End of Day Routine for all serving lines.

2. Run a Transfer to Serving Lines. Select Transfer, then Transfer Data To Serving Lines.

3. NUTRIkids Standard ONLY: Import Serving Line Data.

4. If you are a district that will be removing negative balances at the end of the year, we recommend that you save or print a PDF of the Negative Account Balance Lists.

Tasks YOU MUST DO BEFORE Mid-August

1. Provide the CNYRIC with a copy of your Attendance Factors for each district feeding location.

2. Provide the CNYRIC with a list of your meal starting and ending times for each feeding location.

3. Provide the CNYRIC with a copy of your Approved School Food Authority (SFA) Renewal Form. [Includes a list of sites, CEP/Prov2 status, other program participation, attendance factors, etc.]

Other, Highly Recommended Tasks

• Make sure all bank deposits for your district have been reconciled with your bank.

• Issue any refunds that parents may request (students who have left the district or have graduated), or process any requested transfers to move money to a sibling’s account.

• When we conduct your end of year process, data from the current year will become unavailable. Therefore we recommend that you save or print a PDF of the following reports for reference:

  • Monthly Claims Report or CEP Edit Check Report  (Annual Date Range)

  • Period End Sales Report - (Annual Date Range)

  • Menu Items Sold Report - (Annual Date Range)

  • Sales Overview Report - (Annual Date Range)

• Eligibility/Application List - (Nutrikids Standard).

• Eligibility by Application - (Nutrikids Enterprise).

• Direct Cert List

• Verification Checklist Report - (for districts required to perform the Verification process). Free & Red. Apps > Verification > Verification Checklist

Care For Your Hardware

• Shut down the points of sale.

• If they use a battery backup, turn it off by pressing and holding the power button until it goes off.

• Unplug the power cord and network cable from the wall jacks.

• Try to keep all the equipment together as one unit, leaving all the cables and cords plugged into the POS, if possible.

• Cover the POS and store in a secure and dry area.