Sage 300 6.x Year End Procedures

This video series will demonstrate the features and options available to close your year and clear history in Sage 300.  

Sage 300 6.x Year end procedures pdf download

In this video series you'll learn about: 

  • Steps to create a New Year
  • General Ledger Maintenance
  • Accounts Payable Maintenance
  • Accounts Receivable Maintenance
  • Common Services Maintenance

Steps to create a new Year

 In this video you'll learn about:

  • Posting and retrieving batches into the GL from all sub-ledgers
  • Reviewing GL setup options
  • Backing up your data
  • Creating the New Year
  • Verifying Balances

 

General Ledger Maintenance

 In this video you'll learn how to:

  • Delete Inactive Accounts
  • Delete Transaction Detail and Fiscal Set History
  • Reset Batch Numbers (not recommended)

  

 

Accounts Payable Maintenance

 In this video you'll learn about:

  • A/P Year End
  • Clearing A/P History
  • A/P Clear Statistics
  • A/P Delete Inactive Records

 

Accounts Receivable Maintenance

 In this video you'll learn about:

  • A/R Create Write-off Batch
  • A/R Year End
  • A/R Clear History
  • A/R Clear Statistics
  • A/R Delete Inactive Records

 

 

Common Services Maintenance

 In this video you'll learn how to:

  • Clear Bank History
  • Clear Tax Tracking Information

 

 

 

   

Accounts Payable Maintenance

 In this video you'll learn about:

  • A/P Year End
  • Clearing A/P History
  • A/P Clear Statistics
  • A/P Delete Inactive Records

 

 

 Fiscal Calendar

 In this video you'll learn about:

  • Creating a New Fiscal Calendar
  • The General Order of Closing Modules Each Month
  • Locking Fiscal Periods and Entire Years

 

 

 

 

 

Presenter Information:  
Glenn Linderman
 Application Consultant, Equation Technologies