SAGE 100(MAS 90/200)Year End Closing Requirements        Image by Puzzler4879 on Flickr
Agenda• Introduction• Review Specific Module Requirements  for Year End Close Processing   • Completing operations   • Yea...
Who Is The Attivo Group?      Attivo Means Improving Profits      BUSINESS MANAGEMENT SOFTWARE SPECIALISTS• Sage 100 Partn...
ATTIVO FULL VALUE          SUPPORT            APPLICATION & SERVER SUPPORT• Telephone, Email, Web Portal• Tech support plu...
Completing Operations• Sales Order – Post Invoices & Credit  Memos• AR – Complete sales transactions & cash  receipts• PO–...
Completing Operations• Payroll – Complete the last payroll for  the year• AP – Complete all invoices, invoice  payment (ch...
Sequence of Period and Year End Closing          Sales              Purchase          Order               Order           ...
Sage 100 Makes it EasyAll period and year end processes are foundwithin the Period End Menu of the module.
Sales Order• Check the Sales Order options to ensure  period and History Options are correct.• Perform the Period end proc...
Sales Order Options – History Tab
S/O Year End Processing
Purchase Order• Check the Purchase Order options to ensure  period and History Options are correct.• Perform the Period en...
Purchase Order Options - Main
P/O Options - History
P/O Year End Processing
Inventory• Perform IM Year End Processing      Accounts Receivable• Perform AR Year End Processing
Accounts Payable• Perform AP Year End Processing• 1099 Processing Considerations  – 1099’s can be printed at any time by e...
Payroll• Copy Payroll Data to another (newly  created) archive company.• Perform quarter and year end processing.• Perform...
Payroll Company Backup
Payroll Year end Processing
General Ledger• Check the General Ledger options to ensure  period and History Options are correct.• Perform the Year end ...
General Ledger Options - Main
General Ledger Options - Entry
G/L Year End Processing
Thanks for Listening!Any Questions? ¿tiene usted alguna pregunta     Haben Sie irgendwelche Fagen?           Nani ka shits...
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Sage ERP 100 MAS 90/200 2012 Year End Closing

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http://www.attivoconsulting.com/software/sage-software/sage-software.htm Sage ERP 100 MAS 90/200 2012 year end closing procedures. Helpful for accountants, cpas, and general managers.

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  • 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.
  • Sage ERP 100 MAS 90/200 2012 Year End Closing

    1. 1. SAGE 100(MAS 90/200)Year End Closing Requirements Image by Puzzler4879 on Flickr
    2. 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. 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. 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. 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. 6. Completing Operations• Payroll – Complete the last payroll for the year• AP – Complete all invoices, invoice payment (checks) and postings.
    7. 7. Sequence of Period and Year End Closing Sales Purchase Order Order Inventory AR AP Payroll General Ledger
    8. 8. Sage 100 Makes it EasyAll period and year end processes are foundwithin the Period End Menu of the module.
    9. 9. Sales Order• Check the Sales Order options to ensure period and History Options are correct.• Perform the Period end process.
    10. 10. Sales Order Options – History Tab
    11. 11. S/O Year End Processing
    12. 12. Purchase Order• Check the Purchase Order options to ensure period and History Options are correct.• Perform the Period end process.
    13. 13. Purchase Order Options - Main
    14. 14. P/O Options - History
    15. 15. P/O Year End Processing
    16. 16. Inventory• Perform IM Year End Processing Accounts Receivable• Perform AR Year End Processing
    17. 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. 18. Payroll• Copy Payroll Data to another (newly created) archive company.• Perform quarter and year end processing.• Perform W-2 Processing in backup company.
    19. 19. Payroll Company Backup
    20. 20. Payroll Year end Processing
    21. 21. General Ledger• Check the General Ledger options to ensure period and History Options are correct.• Perform the Year end process.
    22. 22. General Ledger Options - Main
    23. 23. General Ledger Options - Entry
    24. 24. G/L Year End Processing
    25. 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.

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