The Sage Year End Procedure

Preparing for your Year End (Step 1 of 4)

1.   Ensure that you have completed your Month End procedure EXCLUDING the Clear Audit Trail option.

(Note: The Year End option should be closed prior to processing your Month End).

2.   Create TWO backups of your data and label both as 'Before Year End (Month & Year)'.

Click here  to enter the Backup option.

3.   Ensure that your program date is the same as your Year End date.

Click here  to check your program date.

4.   Ensure you have processed any final adjustments for this Financial Year.

5.   Print Pre-Year Financial Reports for reference.

Click here  to enter the Financial Reporting option.