|    |    |   Contact Us  |  Phone: (805) 569-9487

4 Things to Note Before Closing the Books in Sage 100

By Tom Wahlquist on Dec 23, 2020 at 12:21 PM in Sage 100cloud Newsletter


 

At a high level, here are 4 things to consider as you begin closing the books on 2020 and start fresh in the new year.

  1. Backup Your Data

Executing a complete backup of your database is one of the most important things you can do before starting any closing process.  You should also test the backup to ensure it was performed successfully and the data is readable.

If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup.

  1. Follow the Module Closing Order

A year end process in one module often writes data to another related module. Therefore, closing modules in the proper sequence is extremely important in order to avoid unexpected results or damage to your data.

  1. Follow the Module Closing Checklists

Step-by-step checklists are available for most modules.  These checklists provide guidance on the sequence of detailed tasks and procedures that should be performed within each module.

Detailed checklists for each module can be accessed right from within the Sage 100 Help system.

  1. Preview The Process

A video is posted on the Sage Customer Support and Training channel on YouTube that walks you through an overview of period and year-end processes. It provides a nice refresher before starting your live closing process. 

Watch the Year-End Processing Video

Contact us if you need assistance with Sage 100 year-end processing.

©2020 Juice Marketing, LLC. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

“Our business is so much more accurate and efficient now. That automation has reduced our fulfillment expenses by 50% and cut customer service costs in half. Plus we’re getting products into the hands of our customers much more quickly which is great for customer satisfaction.”
Chris Kolodziejski (Owner)
Chella