End of Fiscal Year 2026 Deadlines

Summary

Key deadlines for end of fiscal year 2026

Body

Fiscal Year 2026 Year-End Deadlines

Key dates

  • May 29, 2026 — Submit expense reports by this date to ensure they post to FY2026.
  • June 1, 2026 — Submit requisitions by this date for items you want charged to FY2026.
  • June 8, 2026 — Departments may begin submitting FY2027 requisitions.
  • June 26, 2026 — Last day to submit Request for Invoice forms for FY2026 (including intercompany).
  • June 30, 2026 — Last day to process FY2026 budget transfers.
  • July 1, 2026 — Submit Workday travel requests for September 1 or later travel; use July 1, 2026 as the Budget Date for FY2027 requisitions.
  • July 15, 2026 — FY2026 invoices must be received by this date to be charged to FY2026 (for items/services received by June 30).

FY2026 Purchases (purchase orders and invoices)

  • Finalize payment and close out your existing purchase orders now
    • Ask vendors to send invoices, and create the receipt in Workday so Accounts Payable can pay the invoice.
    • Prompt review helps ensure invoices can be processed and charged to FY2026.
  • Submit requisitions by June 1, 2026 for items you want charged to FY2026.
    • Items must be physically received or services completed by June 30, 2026.
    • Invoices for services or items received by June 30, 2026 must be received by July 15, 2026 to be charged to FY2026.
  • If these deadlines are missed, the expense may be charged to FY2027.

 

FY2026 Purchasing Card (P-card) Transactions

  • Use your P-card as little as possible during June. If you are traveling, you can keep using your P-card for travel expenses.
  • This gives Financial Management enough time to review P-card transactions, finish reconciliations, and confirm the required paperwork is complete before year-end.

 

Travel Authorizations

  • Through June 30, 2026: Financial Management will approve Spend Authorizations only for travel through August 30, 2026.
  • September 1, 2026 and later travel: Submit your Workday travel request after July 1, 2026. If Office Support enters requests for you, prepare your travel documents and send them to your support staff as usual.
  • Exceptions: If you need an exception (for example, early-bird registration for September 2026 or later travel), contact Financial Management for instructions (Financial.Management@metrostate.edu).

 

FY2026 Expense Reimbursements

  • May 29, 2026: Last day to guarantee expense reports will be charged against FY2026.
  • To use FY2026 funds, the expense date must be on or before June 30, 2026.
  • Expense reports submitted after May 29, 2026 may be charged to FY2027 depending on processing time and completion of required documentation.

 

Other important dates/info

  • June 26, 2026: Last day to submit Request for Invoice forms for FY2026 (including intercompany transactions). Requests received after this date will be entered for FY2027.
  • Tuesday, June 30, 2026: Last day to process FY2026 budget transfers.
  • Only dedicated funds will be carried forward from FY2026 budgets to FY2027.

 

FY2027 Purchases (purchase orders and invoices)

  • June 8, 2026: Departments can begin submitting FY2027 requisitions.
  • Check Metro Moment and the My.Metro calendar for training times and the Zoom link for requisition trainings.
  • Cost Center managers need to manage spending within budgets.
    • Initially, budget controls will be turned off.
    • Budget controls will be turned on at a later date in FY2027.
  • For FY2027 requisitions, enter July 1, 2026 in the Budget Date field.

Details

Details

Article ID: 143830
Created
Tue 4/28/26 9:47 AM