RKL eSolutions Blogs

4 Things to Consider Before Closing the Books (Sage 100)

Sage ERP Year-end

At a high level, here are 4 things to consider as you begin closing the books on 2017 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.

Creating a backup company for at least your Payroll module is important to retain a copy of your period to date and year to date data. Note – this requirement will change in the new version of Sage 100 Payroll 2.0, which will no longer require companies to backup data before processing year-end.

Payroll Webinar:

We are hosting a webinar What’s new in Sage 100 Payroll 2.0 on Wednesday, Feb 21st at 2pm EST.

Register Here »

2. 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.

For more detail and guidance, refer to our Sage 100 Module Closing Sequence article.

3. Follow the 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.

4. Watch the Webinar Replay and Download the Slides

Watch the webinar recording on youtube and download the slides as a reference tool for your year-end processing questions.

5. Get Help When Needed!

Be sure to contact us if you have any questions before, during, or after you start year-end processing. Especially if you have customizations or 3rd party add-on products that are integrated with Sage 100, we can help you plan a closing process for your specific system/installation.

I Need Help »

RKL Team

Written by RKL Team