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Sage 300 Construction & Real Estate Year-end Center (CA/US)
United States
Sage 300 Construction & Real Estate Year-end Center (CA/US)
Sage 300 Construction and Real Estate Articles U.S. Property Management Year-end Checklist
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  • Home: Sage 300 Construction and Real Estate Year-end articles
  • -Year-end Checklists
    • +Canada Sage 300 Construction and Real Estate Checklists
    • -US Sage 300 Construction and Real Estate Checklists
      • U.S. Accounts Payable Year-end Checklist
      • U.S. General Ledger Year-end Checklist
      • U.S. Payroll Year-end Checklist
      • U.S. Property Management Year-end Checklist
      • U.S. Year-end Checklists for other applications
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  • +Reports and Tax Forms
  • Year-end activities
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U.S. Property Management Year-end Checklist

p Reconcile Property Management receivables to General Ledger.   How?

p Print management reports.

p Make a backup of your entire database if you haven't already done so.   How?

p Install year end software update before generating 1099s and other government forms and
        reports.   How?

p Generate 1099-INT and 1098-Mortgage Interest forms if applicable (before or after advancing to
        a new calendar year).   How?

p Use Close Current Period to advance to a new calendar year (and new fiscal year if
        applicable).       How?

p Archive Property Management data (optional).   How?

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