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 before starting ANY period or year-end process is to backup your data. Watch this video and learn how to backup Sage 300 ERP (Accpac) using the Database Dump Utility.

 

Download & Review Year-End Checklists

Checklists are great for helping you keep things on track and to ensure processes are executed in the right sequence. That’s why Sage provides helpful year-end checklists that are built right into Sage 300 ERP. To access the checklists:

  1. Logon to your Sage 300 ERP system
  2. From the menu bar, click Help and then Documentation
  3. Browse the ENG folder
  4. Find the PDF called Sage300ERP_Checklist_YearEnd.pdf

 

Sage 300 ERP Payroll

For companies running the payroll module, here are some helpful instructional videos to help prepare for year-end:

How to Process a Bonus in Payroll

How to Print Quarterly Tax & Wage Reports

How to Print W-2 Forms (U.S.)

How to Print T4 Forms (Canada)

 

Sage 300 ERP Year-End Center

Sage has launched a brand new Year-End Center that provides all the latest online resources you need for a smooth year-end closing process. You have access to a collection of year-end Articles, Training Videos, and a Forums where you can interact with other users. You can even launch Live Chat with Sage Tech Support.

You also get access to a Knowledgebase of resources for:

 

  • Product, Payroll & Tax Updates (U.S. / Canadian)
  • Year-End Processing Activities
  • “Hot” Topics

 

Visit the Year End Center >>>

 

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