Annual Year End Financial Reporting

July 1, 2018 - June 30, 2019


Reporting Requirements
  1. Upload the following files to NEO Financial by August 23, 2019
    • Actual Revenue
    • Actual Expenditure
    • Actual Balance Sheet
  2. Before submitting, check that all files
    • Are created under Quarter 4, 2019 and represent transactions from July 1, 2018 through June 30, 2019
    • Contain data for fund code series 1000, 2000, 3000, 4000, and 6000
    • For Balance Sheet files only - verify that the balance sheet is "in balance"
  3. After file submission
    • Check status of your file
      • If the file has errors, resolve them and upload again
      • If the file is in approved status, complete the file submission by electronic certification

Please note: Only file submissions in migrated status are considered received by Maine DOE.

Additional Resources

NEO Financial User Guide