Browse By Tags

I'm finding contradicting information for when to process and print W-2s while reading all of Sage 100 Contractor's year-end checklists, guides, timelines, etc. I know that you need to install the year-end tax and software update before doing either…

Hi, I have made a couple of entries to retained earning and other balance sheet accounts in a prior year (2022). I can see that the entries have posted correctly in account history but they are not showing up on my trial balance. I believe it is something…

Does anyone have a month-end procedure that they follow in Sage 300? Reconciling accounts payable to the balance sheet, etc? I'm looking for something to have everyone follow to ensure that everything is entered correctly.

My company is operating on Sage 100 v. 5.00.4 and appears to have not closed periods in any modules for several years (both via word of mouth and staff members’ inadvertent postings to prior periods). Although I was able to find some resources in Help…

when i performed a new year process to close the 2022 calendar year to roll to the 2023 calendar year, the current year skipped from 2023 to 2024 (January 1 2024 is the new year). This is before closing 2022 year: When i force the year end date to…

Hello, I am wanting to know the ins and outs of removing jobs with closed status when archiving the company file. 1. Can you remove closed jobs that still have an A/R balance? 2. Can you remove closed jobs that still have A/P balances (retainage…

It's kind of short notice for trying to get all of our Payroll customers notified and updated. What will happen if they try to run Payroll Year End without installing v2.23?

Dear, Closed our accouting period as on 31dec21, but just noticed, few of the expenses accounts are zero and few are showing the begining balance as of 1jan21. I dont know why, maybe we did somethng wrong while doing yeat end wizard? We have 9…

I have a company ready to move into the new fiscal year however when I check my data integrity my A/R amount and my unpaid invoices/deposits amounts do not match. I have an unpaid invoice for $33.30 (which displays in the unpaid invoices) however it is…

Hi, I am using Sage 50 Canada 2021 currently. I would like to start a new fiscal year for one company, however it keep showing following notice. The showing current balance account payable & Note Receivable is the correct opening balance. This…

La date de fin d'exercice de l'entreprise est le 31/08/20. On a débuter un nouvel exercice par erreur dernièrement. On peut tout faire quand même mais c'est plus de manipulation. Est-ce possible de revenir en arrière? En plus, une sauvegarde a été faite…

I'm on Sage 100c 2018 6.10 & Payroll 2.20.3.0, so all of the product updates are current. Will there be an IRD for yr-end 2020 & do I need to install with my version? Thank you!

CRA's rule is, when payroll periods and CEWS periods are different, business needs to stick to CEWS period without using prorate. So. I needed to make a copy file for CEWS with different period, different pay frequency to many company's payroll. However…

I have a client that will need to process payroll in 2021 before they close 2020. I've tested this in PR 2.20.2.0 and it allows me to post the payroll but the Aatrix W2 for 2021 says there is no data. The 2020 W2 is correct as are the reports that I verified…

Hi Dear i hope everybody are fine on this period of time ,,, my question, because i am new user of Sage 50 and in our company we are working with the sage 50 premium Canadian version,,,, now thing`s i need,,, how can i closing multiple year because the…

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…

Hi, I just got off a chat with Aatrix support and was told the IN UC-1/UC-5 report (print version) is no longer a good form and should be off the IN Efiling list, but everyone of my clients has this form still listed except for 1 company of 4 at one…

System is freezing up when I try to close 2018. It's been running for hours and only moves 1 percentage point per 40 minutes.

Hi! Client is running Sage 100 Premium (SQL) 2015 and is wanting to update to the latest version however I just found out that they haven't done a proper period end in years. Like no monthly or yearly period end, at all. What is the best plan of action…

After running year end process to close 2017 calendar year, our accounting period 13 became the whole year 2019 and then 2020 month by month all the way to period 24 is Nov. 2020, and the accounting lady didn't find out this mistake and continue entering…

Hello, I have been searching for and can't seem to find the information that I am looking for. My question is, what exactly does Year End Processing do to the data inside of SAGE? Does this make it so that fields can no longer be changed in that fiscal…

Hi, I am getting the attached error when doing the day end processing, does anyone have a solution?

Based on everything I've read for Sage 300, I have to finish posting all adjusting entries and close my fiscal year before I can open a new year. Suppose my year end is December 31, 2017. It will take a month or more to finish posting all the entries…

I am trying to process year end in AR. I have ran/printed all customer statements, interest, printed all posting journals and reports needed. Every batch is posted to the GL and backed up. Every time I click "Process" in Year end I keep getting the error…

Hello - I was asked by an auditor if my team can post an AP invoice to a previously closed period. in Sage 500. Always assumed 'no', but an AP staff member was able to post to a prior period once they 'accepted' the 'posting to a prior period' warning…