4 THINGS TO NOTE BEFORE CLOSING THE BOOKS

Written by Todd Martin on .

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 an automated way of backing up the data and verifying data was backed up. It is best to not rely on just one method of backing up, but multiple. After all you only have one chance to get it right! Make sure you have redundancy.

  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

    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.

  4. 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.

©2017 Juice Marketing, LLC. https://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.

Tags: Year End

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