Useful Resources for a Successful Year End

Here’s a collection of tips, document downloads, and video tutorials that we think will help you with a smooth year-end closing process and to get you ready for a fresh start in 2015. Overview of Year-End Procedures For some, just the thought of year-end closing can evoke anxiety. But if you watch this video, you’ll learn about general month-end and year-end procedures that will have you well on your way to a stress-free year-end closing process in Sage 300 ERP.   Creating a Backup Using Database Dump The most important thing you can do...

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Locking Fiscal Periods in Sage 300 ERP

Starting with Sage 300 ERP Version 6.0, you have the ability to lock or unlock fiscal periods individually for each module (in versions prior to 6.0, you can only lock or unlock all modules at once). This added capability in Version 6.0 and higher makes it easier to lock down modules in the proper sequence and prevent unexpected errors. Preparing to Lock Fiscal Periods It’s important to understand how transactions flow through Sage 300 ERP before you begin locking fiscal periods for individual modules. The Preparing to Lock Fiscal...

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Tips for a Successful Year End

Back Up Your Data – before you begin any year end process, be sure to execute a complete back up of your database. You should also test the back up to ensure it was successful and the data is readable. The only way to “reverse” year end processing is to restore your data from a backup. So do it now! Check Your Version Number – closing procedures can vary depending on the version of Sage 300 ERP (or “Accpac”) you’re currently running. Check your version number and service pack before starting year end. Create a New Fiscal Calendar...

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Closing Procedures Checklist

Year end processing in Sage 300 ERP (formerly “Accpac”) is designed to be fairly straight-forward. But understanding how to coordinate the process within each of the modules and in the proper sequence is important. It also requires a bit of judgment based on your specific system configuration and business processes. This article provides a checklist for general period end and year end closing processes. Period End Processing Before you can begin year end processing, you’ll need to run through your period end processes first. So here’s a...

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Sage 300 ERP version 2014 New Features

Previously, we introduced you to some of the major enhancements that were part the Sage 300 ERP 2014 release like the redesigned desktop, new modern interface, Sage Mobile Apps, and more. In this article, we’ll take a look at some of the functional improvements that were made in various modules – many of these less-advertised features might have flown under the radar. GENERAL LEDGER – The GL Transaction Listing Report now allows you to include multiple fiscal years and periods. In addition, Financial Reporter now supports Excel...

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A Closer Look at Sage Source

Did you know that as a Sage HRMS customer, you and your employees can access payroll history, publish company announcements, and extend the functionality of your HRMS system using Sage Source? Sage Source is an easy-to-use, cloud-based workspace that can be accessed using any web-enabled device. It’s a free benefit that’s available to all Sage HRMS customers on a current Business Care plan. Let’s take a closer look.   Sage Source Features Sage Source empowers your business by delivering cloud-based employee services that were once only...

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