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 |