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Town clerk, finance staff outline software upgrade, fee study and records retention plans
Summary
Town Clerk Kristen Cray and Town Accountant Jim Keane described a planned replacement of the town’s 2002 financial system with Tyler Technologies’ ERP 10 (data transfer and implementation planned for FY2026), a fee study and a Laserfiche records retention migration.
Town Clerk Kristen Cray and Town Accountant Jim Keane told the council that the town’s current financial software (FundBalance, implemented in 2002) will be replaced as part of a planned upgrade to Tyler Technologies’ ERP product suite, with a formal data transfer scheduled in the early part of fiscal year 2026.
The upgrade matters because staff said the new system will automate manual processes (including check processing and consolidated reporting), reduce manual report compilation and improve retrieval and internal controls;…
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