Mike, I have completed my audit of for the year ended 12-31-18. I would like to post my year end journal entries into Sage 100 in the December 2018 period. Since we are now in Feb 2019, how can I reopen the Dec 2018 Period, make the Journal Entries and then set the period back to Feb 2018.
Open the GL options screen and change the date to 2018 period 12, make the Journal Entry on 12-31-2018, Post the Journal and reclose the Periods.
NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at firstname.lastname@example.org and we are available to help.
Steps are show below:
- Go to Modules>General Ledger>Setup> General Ledger Options, Fiscal Period should be changed to Year 2018, Period 12 as shown below and then Accept.
2. Go to General Ledger>Main>General Journal Entry, create the Journal Entry with ending date 12-31-2018, Accept, Print the General Journal and Update.
3. You will next want to close the period back to the original Period that the system was at. Go to General Ledger>Period End>Period End Processing. Deselect Print Reports and Click Proceed.
4. This will set the Period to 2019 Period 1, since you started at 2019 Period 2 do this step one more time and you will be complete.
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Written by Mike Renner: WAC Solution Partners are dedicated to offering business solutions like Sage 100 (formally MAS 90) with over 25 years in the accounting software industry.
Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage. Specialties: Sage 100 (formerly MAS90), Acumatica, QuickBooks Pro Advisor.