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Sage 100 ERP Tip: Period End Checklist

By March 29, 2013March 26th, 2019No Comments

Do you ever encounter problems when closing sub modules in Sage 100 at period end?

Do you find that you do not know all the proper steps to make sure everything ties out to the general ledger?Sage 100 ERP Checklists

The period end checklist can solve both these problems.

Each module in Sage 100 has its own period end checklist.  Each checklist contains between five and seven steps that show which reports to run and steps to close out that particular module each month.  This ensures that you do not encounter any problems and that all the reports are in sync.

To access the checklist for each module follow these steps:

  1. 1.  Within Sage 100 ERP go to help
  2. 2.  Then click help topic
  3. 3.  In the search window, type period end checklist
  4. 4.  Each module will be listed and will have links to the various reports that should be run


Contact Our Sage 100 ERP Team

Are you interested in learning more about the features in Sage 100 ERP 2013? Contact SWK’s Sage 100 ERP professionals to learn how these enhancements can benefit you. For additional information please contact us at 877-979-5462, or click here to contact us.

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