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Sage ERP 100 MAS 90/200 2012 Year End Closing
- 1. SAGE 100 (MAS 90/200) Year End Closing Requirements Image by Puzzler4879 on Flickr
- 2. Agenda • Introduction • Review Specific Module Requirements for Year End Close Processing • Completing operations • Year end closing steps • Year End Payroll update requirements • Questions and Answers Image by Caucas‘ on Flickr
- 3. Who Is The Attivo Group? Attivo Means Improving Profits BUSINESS MANAGEMENT SOFTWARE SPECIALISTS • Sage 100 Partner – Irvine, CA • 20+ years in business • Cloud hosting experts • Online backup and disaster recovery services • Specialty: Profit improvement through process assessment & system optimization • Support services
- 4. ATTIVO FULL VALUE SUPPORT APPLICATION & SERVER SUPPORT • Telephone, Email, Web Portal • Tech support plus day to day questions & advice ERP: Macola Distribution Pro • User Training, Custom Reporting Navigator Exact • Full system documentation CRM: Synergy • Quarterly billing – based on your budget • Rollover minutes
- 5. Completing Operations • Sales Order – Post Invoices & Credit Memos • AR – Complete sales transactions & cash receipts • PO–Complete Receipt of Good and Receipt of Invoice transactions. • Inventory – complete all movements
- 6. Completing Operations • Payroll – Complete the last payroll for the year • AP – Complete all invoices, invoice payment (checks) and postings.
- 7. Sequence of Period and Year End Closing Sales Purchase Order Order Inventory AR AP Payroll General Ledger
- 8. Sage 100 Makes it Easy All period and year end processes are found within the Period End Menu of the module.
- 9. Sales Order • Check the Sales Order options to ensure period and History Options are correct. • Perform the Period end process.
- 10. Sales Order Options – History Tab
- 11. S/O Year End Processing
- 12. Purchase Order • Check the Purchase Order options to ensure period and History Options are correct. • Perform the Period end process.
- 13. Purchase Order Options - Main
- 14. P/O Options - History
- 15. P/O Year End Processing
- 16. Inventory • Perform IM Year End Processing Accounts Receivable • Perform AR Year End Processing
- 17. Accounts Payable • Perform AP Year End Processing • 1099 Processing Considerations – 1099’s can be printed at any time by entering the year desired
- 18. Payroll • Copy Payroll Data to another (newly created) archive company. • Perform quarter and year end processing. • Perform W-2 Processing in backup company.
- 20. Payroll Year end Processing
- 21. General Ledger • Check the General Ledger options to ensure period and History Options are correct. • Perform the Year end process.
- 22. General Ledger Options - Main
- 23. General Ledger Options - Entry
- 24. G/L Year End Processing
- 25. Thanks for Listening! Any Questions? ¿tiene usted alguna pregunta Haben Sie irgendwelche Fagen? Nani ka shitsumon wa arimasu ka? Avete delle domande? All participants will receive a copy of this presentation via email. Please call us at 877-428-8486 for any additional help that you may need.
Notas del editor
- But first, a quick intro of myself.I’m Len Reo, General Manager of The Attivo Group. I started Attivo in 1992 – 20 years ago, our focus is on businesses like yours, and our mission has always been providing consulting on profit improvement through process optimization initiatives and excellence in information management. Having the right software for your business, and an efficient way of delivering that to you is a very large part of that. We focus on Manufacturing, Distribution & Service companies – for small business and the mid-market.