Year end processing in Sage 300 ERP (formerly "Sage ERP Accpac") is designed to be fairly straight-forward. But understanding how to coordinate the process within each of the modules and in the proper sequence is important. It also requires a bit of judgment based on your specific system configuration and business processes. In this section, we provide a checklist for general period end and year end closing processes.
Before you can begin year end processing, you'll need to run through your period end processes first. So here's a checklist of typical period end procedures. Make sure you've finished the typical daily procedures in all ledgers, then proceed with these period end processes:
Project & Job Costing
U.S. / Canadian Payroll
Once you've completed all period end processing tasks, you're ready to begin closing out the year as follows:
Project and Job Costing
Contact us with your specific questions or to request assistance
This post is an article that appeared in our Sage 300 ERP newsletter for Year End 2012. To see all the articles in this newsletter issue, click the thumbnail image below.
Other Sage 300 year end processing articles you might be interested in:
Sage 300 ERP - The Year in Review
Sage 300 ERP Tax Updates
6 Tips for a Successful Year End in Sage 300 (Accpac)
Locking Fiscal Periods in Sage 300 ERP
10 Reasons to Upgrade to Sage 300 ERP 2012
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