For Sage 100 ERP General Ledger and Reporting
1. Backup Your Data
Executing a complete backup of your database is one of the most important things you can do before staring 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.
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 the Module Closing article.
3. 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.
For more detail refer to the Year-End Checklists article. In addition, these checklists are available right from within the Sage 100 ERP Help system.
4. 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 ERP, we can help you plan a closing process for your specific system/installation.