At a high level, here are 4 things to consider as you begin closing the books on 2018 and start fresh in the new year.

1. Backup Your Data
   Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.
   
   If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup.
   
   
2. Follow the Module Closing Order
   A year end process in one module often writes data to another related module. Therefore, closing modules in the proper sequence is extremely important in order to avoid unexpected results or damage to your data.
   
   For more detail and guidance, refer to the Module Closing article.
   
   
3. Follow the Module Closing Checklists
   
4. Step-by-step checklists are available for most modules. These checklists provide guidance on the sequence of detailed tasks and procedures that should be performed within each module.
   
   Detailed checklists for each module can be accessed right from within the Sage 100 Help system.
   
   
5. Get Help When Needed!
   Be sure to contact us if you have any questions before, during, or after you start year end processing. Especially if you have customizations or 3rd party add-on products that are integrated with Sage 100, we can help you plan a closing process for your specific system/installation.

_{©2018 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.}

Sage 100 2018 Product Update 5 (2018.5) was released in mid-November. Here’s a look at what’s new in the latest version including automated bank reconciliations, job cost enhancements, and new features in Sage 100 Payroll.

Automated Bank Reconciliation

For many companies, reconciling bank statements is a manual process can be time-consuming, frustrating, and subject to mistakes. Every manual touch point is an opportunity for human error.

With Sage 100 2018.5, your bank reconciliation process can be

The following is a list of corrections and selected enhancements added to Sage 100 2018.5
For a full list of Enhancements, refer to the What's New page inside the Product.

Product updates are cumulative; in other words, this update includes all enhancements and program corrections found in prior updates for version 2018. Smart Update will install only the programs that have been updated since your last update was installed.

Workstation Synchronization has been enhanced to update Sage 100 Standard Workstations along with Sage 100 Advanced and Premium Workstations. Sage 100 Standard Users are no longer required to run WksUpdate Standard.exe on each Sage 100 Standard Workstation. 

All Sage 100 updates must be installed on the server where Sage 100 is installed.

For eBusiness Manager users upgrading for the first time to Product Update 3 or higher, you will need to perform the following one time:

1. From the Sage 100 Server, copy the following files located in the ..\MAS90\Home folder:
   1. pvxclr4.dll
   2. Sage.Exchange.dll
   3. wsVault.dll
2. Copy the 3 files above to the server where the Sage 100 Web Engine is installed. The default location for the Sage 100 Web Engine installation is "C:\Program Files (x86)\Sage\Sage 100 20XX WebEngine\WEBENG\Home\", but this is configurable.
3. Restart the Web Engine and run as an application. Running the Web Engine as a Service is not recommended at this time. See Knowledge Base entries 82537 and 82539 for more information. Make a copy of any existing files before replacing.

Sage 100 2018.5 (and higher) users with Payroll integrated with Bank Reconciliation, will need to also install Sage 100 Payroll 2.18.5 (or higher).

---

Bank Reconciliation

1. Check, Deposit and Adjustment Entry now is enable for banks that are not in use when in use message has occurred for a bank that is in use.
2. Formatting enhancements have been made to the Bank Reconciliation Report.

---

Job Cost

1. "The Exclude From Certified PR Report is not required" after restoring a Job from History to Active Jobs.
2. Item Code description is showing correctly in Job Billing Data Entry if the transactions originating from the Purchase Order.
3. Numeric Cost Codes with 1 segment 9 in length is now being zero-filled.
4. Job Billing Register updates a current period Job Billing invoice to the current period in JC_JobBillingHistory.m4t.

---

Library Master

1. Error 13 SY_ReportManagerGeneratedListing_rpt.pvc 206 NOT occurring after printing a custom report that contains PR_EmployeePIIWrk.m4t on Sage 100 2018 Premium.
2. New bitmaps have been added to 90wres.dll, Dot-Black16 and Dot-Red16.

---

Purchase Order

1. An Error #65 no longer occurs when processing a drop ship Purchase Order from Sales Order for Miscellaneous Items.

With all the talk and communication about Sage 100cloud, some customers might be wondering how it’s different than the Sage 100 Classic (on-premises) product they’ve been using all along. This article explores that topic.

The Major Differences

We’ll start by explaining the major differences between Sage 100 Classic and Sage 100cloud. First, Sage 100cloud is based on

Sage has created a Year End Center that provides valuable resources to guide you through a smooth year end closing process in Sage 100 including:  

• Year End Tips and Checklists
• Video Tutorials and How‐to Articles
• Live Chat With Tech Support
• Tax Forms, Payroll, and Report Guidance

Take advantage of this free and valuable resource!

Visit Year End Center

_{©2017 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.}

At a high level, here are 4 things to consider as you begin closing the books on 2017 and start fresh in the new year.

1. Backup Your Data
   
   Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.
   
   If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup. If you need help making sure you have a good backup system in place, contact us to get some help. We have multiple options available giving onsite as well as off site backups that provide

For General Ledger & Reporting

Here are answers to a handful of the most Frequently‐Asked Questions (FAQs) regarding General Ledger and Reporting when it comes to year end processing. 

• Can I print financial statements for the NEXT fiscal year PRIOR to performing year end processing?
  
  YES. In the Fiscal Year field within the applicable report window, simply select the fiscal year to print. 
  
  DO NOT manually change

A long time in the making, Sage 100 Payroll 2.0. (aka “Payroll 2018”) is the next-generation payroll module that has been modernized to improve performance and user experience. Since it represents a significant change, we wanted to introduce you to a few how-to videos that should help you with a smooth transition from the legacy payroll module.

Here are just a few tips to keep in mind as you begin year end processing in Sage 100.

1. General Ledger Closing ‐ While it’s a good idea to close modules in a timely fashion, the General Ledger can remain open for as long as you need while awaiting final processing (or audit adjustments) in other Modules. A GL that’s still open for 2017 will NOT prevent you from entering transactions for the new year.
   
   
2. Payroll Planning ‐ Even if your company is on a fiscal year, you’ll need to close out payroll at the end of the calendar year. All W‐2’s and quarterly reports must be printed before payroll is closed in order to process the first payroll for 2018.
   
   

   NOTE: This does NOT apply to the new Payroll 2.0 which now allows two calendar years to be open so you don't have to run year‐end tax reports and W‐2's before processing payroll for 2018.

3. Check Your Version Number ‐ Closing procedures can vary depending on which version of Sage 100 you’re currently running.  For Version 4.0 or above, do the following to identify both your version number and service pack:
   
   Select Help > About Sage 100
   
   
4. Master Console ‐ Once you’re ready to close, you need to make sure all users are out of the system. That’s where the Master Console comes in handy. This utility provides a snapshot of all users currently logged into Sage 100, the workstation being used, what programs/tasks they’re using, and more. You can also broadcast a message to all users or even shut them down remotely.
   
   To launch the Master Console:
   
   Select File > Master Console

_{©2017 Juice Marketing, LLC. http://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.}

Sage 100 and 100c Version 2018 are now available. This newest version includes enhancements for Job Cost, warehouse management, bar coding, and a roll-out of the long-anticipated Payroll 2.0. Let’s take a closer look.

Note: Some of the features covered in this article are for Sage 100c only

Job Cost and Payroll 2.0

With Sage 100 2018, both the Job Cost and Payroll modules have been totally redesigned and modernized to improve performance and usability. In both modules, many tasks have been reorganized to provide a better workflow and more efficient data entry. In particular, the following interface enhancements have been applied:

• Data entry grids have been implemented to improve efficiency
• Selection grids are available on most report task windows and elsewhere
• Calculator buttons have been added to dollar amount fields
• Calendar buttons have been added to date fields
• Hyperlinks to related tasks have been added where applicable

Note: As a result of the extensive improvements to Payroll, the TimeCard module is not currently compatible with Payroll 2.0. However, a compatible version of TimeCard will be released in a product update during the first half of 2018.

For full details on new features and changes in Payroll, check out the Payroll 2.0 Upgrade Guide.

Inventory Management and Bar Coding

In the Inventory Management module, new status settings are now available to help you better manage warehouses: