Year End Procedures

SOLVED

Hi 

This is the first time I am doing a year end in Sage and just have a few questions.  How do I flip to the new month and will I still then be able to post in the prior year and continue in the new year.  I think I read that you put a lock date when you are ready and have all information for that year.  Can someone tell me where I  go to do all this?

  • +1
    verified answer

    Hi Misty-PSL:

    You are right, you can post to the current and prior year and you can lock the data for the previous year. The process is simple actually. Do a backup, then go to the maintenance menu and select start a new year. Follow the instructions and ensure that the data is not cleared.

    Hope this helps!