How to perform year-end processing on Sage 300 General Ledger
Steps:
- Open General Ledger > G/L Periodic Processing > Create New Year.
- Click Process.
- When processing has finished, click Close.
- Open General Ledger > G/L Reports > Batch Status.
- Print the Batch Status report for the transactions created by the Create New Year screen.
- Click Close.
- Open General Ledger > G/L Reports > Posting Journals.
- Print the posting journal created for the transactions created by the Create New Year screen.
- Click Close.
- Open General Ledger > G/L Periodic Processing > Period End Maintenance.
- Select Delete Inactive Accounts, Delete Transaction Detail History, Delete Fiscal Set History.
- Click Process to clear prior-year fiscal sets and transaction details that have been kept for the number of years specified on the Posting tab of the G/L Options screen.
- When processing has finished, click Close.
- Back up your data.