Period-end processing in Sage 100

This time of year, period-end processing in Sage 100 is a useful feature to know. Learn how to use period-end processing in Sage 100 with the Sage 100 Accounts Payable training class from Accounting Business Solutions by JCS today!

 

Utilities & Period-End Processing

  • Remove Temporary Vendors
    • Will only remove vendors with no invoice in retain history range
    • Temporary vendors with 1099 history are not removed
  • Remove Zero balance Invoices
  • Purge Accounts Payable History
    • By date specified
  • Purge Vendor 1099 History
    • Not in current year
  • Purge Sales Tax History
  • Sales Tax Calculation
  • Delete, Merge or Change Vendors
  • Assign Tax Schedules
  • Remove Void Checks

 

Period-End Processing in Sage 100

  • The following actions are performed when the period is closed:
    • Prompts the user to print the monthly reports
    • Removes zero balance invoices
      • The system checks your selection for number of days to retain paid invoices before they are removed
    • Removes temporary vendors with zero balances unless you selected to retain temporary vendors in Accounts Payable Options
    • Increments the current period in Accounts Payable Options
      • Note: The 1099 calendar year is incremented only after printing and clearing 1099s.Purge General Ledger History (manually)

 

To learn more about period-end processing in Sage 100, call the Sage 100 experts at Accounting Business Solutions by JCS today at 800-475-1047 or email us at solutions@jcscomputer.com. Our experienced Sage 100 consultants offer Sage 100 training classes, including how to use period-end processing in Sage 100 ERP, Sage 100 Manufacturing, and Sage 100cloud.

X