Resources to Make Your Sage 100 Year-End Tasks Easier
By Doug Clark, Senior Sage 100 Consultant, Ardent Consulting
Get expert tips, up-to-date information, step-by-step instructions for closing your modules, and help when you need it for a smooth Sage 100 year-end process.
The year is winding down. You have holiday shopping to do, plane tickets to book… and you also have to close your accounts in Sage 100. (Sigh.) At Ardent Consulting, we understand how important (and stressful) closing the books is, which is why we provide comprehensive support throughout your year-end process.
If you prefer written instructions, check out the guide below. If you prefer hands-on support and working with an expert to navigate any issues you may encounter, reach out to us for help.
Start Here
First, review the full year-end process in Starting the New Year with Sage 100.
Also, as you’re closing the books, you’ll naturally notice trends that popped up over the course of the year. Then you’ll start thinking, “Next year, we should do this…” My advice is to make the most of that thinking. After all, you only have time to do your year-end review once a year!
Before you begin your Sage 100 year-end tasks, I suggest you review the canned reports that come with your Sage system. For many people, that’s surprising advice, but many Sage users don’t know these reports exist, and knowing what happened last year can really help your planning tasks for next year.
You can find the list of the recommended reports on that same “Starting the New Year… “ link above.
Next, Get In-Depth Guidance
Our year-end series of articles focuses on how to close individual modules in Sage 100:
Finally, Explore Sage 100's Year-End Center
Sage offers a wide variety of useful resources in the Sage 100 Year-End Center, including:
FAQs: Get answers and guides on various year-end topics.
Checklists: Navigate through your year-end tasks and don’t miss a step.
Training Options: Watch informative how-to videos and join complimentary training sessions.
Latest Updates: Stay up to date with the newest downloads, documents, and announcements.
Want more detailed info? Access Sage’s self-help support at Sage.com/Resources.
Need Help with Your Sage 100 Year-End Tasks? Ask Ardent.
As I said earlier, year-end is stressful for most folks. But it doesn’t have to be. You have enough to worry about with all that holiday shopping and travel; let us help you make your year-end close tasks faster and easier.
Together, Shannon and I have worked with Sage 100 for over 50 years, and since we help our clients with year-end, we’ve completed many more than 50 year-end closings. We know what to do and in what order, we can help walk you through the end-to-end process, and we can dig up any data you need for your reports.
And, of course, if you run into any unexpected issues, we can help you resolve them.
Shannon Stanley and Doug Clark have over 50 years of experience working with Sage 100.
