Year end processing in Sage 300 ERP (formerly “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. Here are some tips for a successfull year end:
TIPS FOR A SUCCESSFUL YEAR END
Other Useful YEAR END Tips and Resources
Here’s a collection of tips, document downloads, and video tutorials that we think will help you with a smooth year-end closing process and to get you ready for a fresh start in 2015.
Overview of Year-End Procedures
For some, just the thought of year-end closing can evoke anxiety. But if you watch this video, you’ll learn about general month-end and year-end procedures that will have you well on your way to a stress-free year-end closing process in Sage 300 ERP.
Creating a Backup Using Database Dump
The most important thing you can do before starting ANY period or year-end process is to backup your data. Watch this video and learn how to backup Sage 300 ERP (Accpac) using the Database Dump Utility.
Download & Review Year-End Checklists
Checklists are great for helping you keep things on track and to ensure processes are executed in the right sequence. That’s why Sage provides helpful year-end checklists that are built right into Sage 300 ERP. To access the checklists:
Sage 300 ERP Payroll
For companies running the payroll module, here are some helpful instructional videos to help prepare for year-end:
How to Print W-2 Forms (U.S.)
How to Print T4 Forms (Canada)
Sage 300 ERP Year-End Center
Sage has launched a brand new Year-End Center that provides all the latest online resources you need for a smooth year-end closing process. You have access to a collection of year-end Articles, Training Videos, and a Forum where you can interact with other users. You can even launch Live Chat with Sage Tech Support.
You also get access to a Knowledgebase of resources for:
- Product, Payroll & Tax Updates (U.S. / Canadian)
- Year-End Processing Activities
- “Hot” Topics
See this related post for more on the Year in Review and other year-end checklists.