The Sage Month End Procedure

Completing the Month End Process (Step 3 of 3)

1.   Create a backup of your data and label it as 'After Month End (Month & Year)'.

Click here  to enter the Backup option.

2.   (Optional) Clear down any transactions from your Product History, prior to the Month End date.

Note: Prior to running this option, ensure that you have printed your Product Activity, Product Profit and Product Valuation reports.

Click here  to open the Clear Stock option.

3.   (Optional) Clear your Audit Trail.

Note: This should NOT be run if you are going to complete the Year End procedure after running your Month End, or if you require B/fwd balances to be shown on your Customer/Supplier statements.

Prior to running this option, ensure that you have printed and reconciled your VAT Return and printed the required Month End reports.

Click here  to open the Clear Audit Trail option.

4.   (Optional) If you have cleared your Product History and/or cleared your Audit Trail, create a backup of your data and label it 'After Month End -after clear transactions (Month & Year)'.

Click here  to enter the Backup option.

You have now completed your Month End procedure.