The Oakley ERP Blog

Sage 300 ERP Year End Procedures
Wednesday December 17, 2014

With the countdown to the end of the calendar year in sight many of you may be approaching your business Year End.

We have gathered a collection of useful resources to help you through what can often be a stressful experience for your accounts department. If you follow these video tips you will be well on your way to a less stressful year end.

 

 

Year End procedures Overview in Sage 300 ERP

 

 

 Creating a Backup Using Database Dump

A vital step that should never be forgotten and should always be carried out before starting a year end process is to take a backup of your data. The following video shows you how to backup your Sage 300 ERP using Database Dump Utility. If you are unsure of how to carry out this task, it is advisable to contact your Sage Business Partner. We often help our Sage 300 customers with this process.

 

Sage 300 ERP General Ledger Year End Procedures Video Guide

 

 

 

> Watch the General Ledger Year End closing part 1

 

 

 

> Watch the General Ledger Year End closing part 2

 

 

 

> Watch the General Ledger Year End closing part 3

 

Download & Review Year-End Checklists

The document can be found in Sage 300 ERP by following these steps:

  1. Logon to Sage 300 ERP.
  2. From the menu bar, click Help.
  3. Click Documentation.
  4. Browse the ENG folder
  5. Locate the PDF document with the filename Sage300ERP_Checklist_YearEnd.pdf

If you have any questions or would like to book in Sage 300 ERP training with one of our consultants, give us a call on 01268 724005 or email sales@o-net.co.uk

Written by David Weaver at 00:00

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