You've completed the roll forward. Before we touch any new-year numbers, let's confirm last year's numbers came across correctly. This is the first piece of the ACFR you can actually close.
Reviewing the whole ACFR at year end is hard. Many clients split it into pieces. Prior-year and carryover numbers can be signed off now, so at year end you only focus on the current year.
| # | What to check | What "correct" looks like |
|---|---|---|
| 1 | A 10-year schedule, statistical or RSI table | Every column moved one year; compare to last year's published PDF |
| 2 | Capital Assets and Long-Term Debt notes | Beginning balance equals last year's ending balance |
| 3 | Consolidated MD&A tables | Prior-year column matches last year's current-year column |
| 4 | Statement of Revenues, Expenditures and Changes in Fund Balance | Beginning fund balance equals last year's ending balance |
| 5 | Cover page and divider pages (3 dots → Generation → Print preview), footnotes, narrative | New period shows everywhere it should |
| 6 | MDFM pivot views | The new period is available in the Period filter |
| 7 | MDFM mapping rules | Rules copied forward into the new period |
Troubleshooting
Issue: A multi-year table didn't shift
This usually means the table's roll forward wasn't set up correctly, or the table was new or restructured last year. There's no automatic fix for this year: correct the table manually. But we can stop it from happening next year.
Under DATA → Named ranges, find the table's range and correct it so next year's roll forward picks it up.
Issue: If a prior-year number differs from the published report
For table numbers you can paste the published prior-year figure over the existing one. This happens most often when the final PDF was produced outside Gravity.
Issue: If the beginning fund balance doesn't match
The beginning balance is generated in MDFM, so you can't overtype it. It should almost never happen, but it can, for example when auditors changed numbers outside the system during final publishing.
Correcting the beginning balance this way does not change budgetary schedules. Those use the Original, Final and Actual metrics, so a budgetary beginning balance needs its own correction.
- In MDFM, open Governmental Funds → Fund balances – beginning of year, as previously reported.
- Add a child Fund balances – beginning system, and a second child Fund balances – beginning adjustment.
- Open the adjustment template and add an adjustment:
- Adjust by GL type: rounding
- Statement Structure: Fund balances – beginning adjustment
- Reporting Fund: the fund to correct
- Period: current year; fiscal period type: year
- Amount: the difference, entered on the ending balance
- Save, then Post.
- Roll up, check the result in a pivot table, then refresh all imports.
Note: We do not recommend reopening 2025, unlocking the prior year risks changing other published numbers. A visible, labelled adjustment in the current year is safer and easier for auditors to follow.
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