In this webinar, LeAnn Segan and Ken Acker from RKL eSolutions discuss the comprehensive steps involved in year-end planning and 1099 processing for 2025. They cover various topics such as completing the year-end closing checklist, performing financial accounting processes, and updating default parameters to ensure a smooth transition into the new fiscal year. The presentation is designed to equip viewers with the necessary tools and insights to efficiently manage the year-end financial close, enhance reporting accuracy, and comply with relevant regulations.
- The session focused on critical year-end tasks such as closing checklists, financial reporting, and 1099 processing for compliance in 2025.
- Effective year-end financial reporting in Sage X3 involves using tools like the final data extraction utility to generate balance sheets and income statements.
- In preparation for the new year, changing default date parameters and updating standard costs are essential tasks for maintaining accurate financial records.
