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  • Accidentally posted a GJ in next fiscal year

    I accidentally posted a GJ onto next fiscal year. I completely ignored the warning prompt and clocked "OK" quickly. My session date did not change Current FY:Oct2023-Sept2024 ...Our next FY is Oct 1 2024 - Sept 30 2025. I posted on DEC 13 2024. I meant…
  • Changing Fiscal Year end

    Has anyone changed the fiscal year end recently? Any advice or words of wisdom?
  • Fiscal year Close skips a full year

    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…
  • Return Fiscal Year Value From Document For Use In A Formula

    Is there a document variable or a function I can reference in a Sage X3 formula to return the fiscal year number based on a date which is sent to the function ? I am proposing to use the fiscal year in document numbering, but I want to use a year…
  • Statetement designer - not updating current year figures

    Hello, I am trying to run a an IS through the statement designer function in Sage 300 ACCPAC. August would be period 1 of FY2022, however when I select this period, all the figures that come back are 0. If I select period 12 FY2021, everything runs…
  • Error: Field Name: EmpER Fld1-Calc Name when changing fiscal year

    We are currently trying to change our fiscal year from Jan-Dec to Oct-Sep. We have successfully switched over 2 entities (after hours of troubleshooting). Now we are down to our last 2 which have actual employees and have hit a wall. We have started with…
  • Changing a historical fiscal year end.

    Hello, Here is my situation. I started for a company in August and the Fiscal year end was created incorrectly in Sage50 Premium Accounting Canadian Edition. March 1, 2019 to February 29, 2020. Problem is that the company is a Sole proprietor and…
  • Year End Review (PIER) report

    FormerMember
    FormerMember
    When I was reviewing my PIER report it has come to my attention that the people on it are those that have not worked a full year with the company. I think it would be helpful and less stressful that when this report is generated the employment start dates…
  • REGARDING REPORTS IN PAYROLL DEDUCTIONS AND REMITTANCES

    Hello, I would like to submit an idea with regards to payroll reports in sage 50 . My accountant requires a report of the totals that were deducted for all payroll deductions from each employees individually as well as totals for each deduction (example…
  • Deactivated New button in Fiscal year creation

    Good day. Working SAGE X3 Am in Common data>G/L accounting tables>Fiscal periods. Am trying to create a new Fiscal year for 2018. The new button to the uppermost left is not working. It cannot be clicked, looked deactivated Attached is my screen. Could…
  • The consolidation function should allow for multiple prior year periods

    Currently, the consolidation of companies in Sage 50c requires that all fiscal years (current and prior) be consistent for the parent and subsidiary companies. As a growing company, this greatly restricts the use of the consolidation function as new…
  • Wrong fiscal year :(

    In an attempt to be my own bookkeeper I have made a huge error. I was prompted to change my year end date a few months ago, even though mine is not until Oct 31st, and inadvertently have been posting all my transactions in the wrong year.*facepalm* Is…
  • Multiple Year Ends in same Fiscal Year

    Does anyone know of a fast way of closing a general ledger in the middle of a fiscal year. We have a client that was purchase and they have to do a deemed year end. I know we could just do a journal entry to close but I just wanted to inquire is there…
  • Year-end Activities

    How To Where can I find the year-end procedures checklist? How to create a new fiscal year in the fiscal calendar Is it possible to modify the fiscal year? How to complete Accounts Receivable year end How to complete Accounts Payable year end…
  • Payroll

    Download Sage 300 Payroll Updates Common Year End questions (Canadian Payroll) Common Year End questions (U.S. Payroll) How To How to pay accrued vacation for an employee How to adjust an accrual's remaining balance How to adjust an employee…
  • Step 6: Start New Calendar Year

    First you will want to be sure you have made a backup of your data file. Note : you will need to be single user mode for this. How do I create a backup? Once your backup has completed, you can advance your fiscal/calendar year by going to Maintenance…
  • Starting new company part-way through yr.

    For a variety of reasons we need to start a new company in Simply. We already are 4 months into our fiscal year -end. How to we get the A/R and A/P into the new company? is there an import function? Just a matter of re-entering the last 4 mos into the…
  • Prior Year Adjustments and how YOU can avoid a call to support!

    You're at the end of your day and just got done reconciling your books for 2014. Everything is balanced, reports have been filed, and your fiscal year has been closed in General Ledger. Right before you head out for the day your Accountant says, "Hey…
  • What to keep in mind when closing a fiscal or calendar year?

    Closing fiscal or calendar year is an important yearly accounting process. Each year around end of December to early January we get calls and chats from customers eager go through this critical process smoothly . Here is some information to keep in mind…
  • Posting transactions in the future

    With the year-end approaching some recurring questions are: How do I post transactions in next year (2014)? What will be the repercussions of moving a year in the database? The good news is that Sage 50 Canada allows transactions in two fiscal years:…