Mike, I have completed my audit of for the year ended 12-31-19. I would like to post my year end journal entries into Sage 100 in the December 2019 period. Since we are now in May 2020, how can I reopen the Dec 2019 Period, make the Journal Entries, and then set the period back to May 2020.
Open the General Ledger Options screen and change the date to 2019 period 12, make the Journal Entry on 12-31-2019, Post the Journal and re-close the Periods.
Steps are show below:
- Go to Modules>General Ledger>Setup> General Ledger Options, Fiscal Period should be changed to Year 2019, Period 12 as shown below and then Accept.
- Go to General Ledger>Main>General Journal Entry, create the Journal Entry with ending date 12-31-2019, Accept, Print the General Journal and Update.
- 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.
- This will set the Period to 2020 Period 1 since you started at 2020 Period 5 do this step four more times to set back to May 2020 and you will be complete.
If you have questions, please contact us at www.caserv.com or 760-618-1395. Please stay tuned for more helpful Sage 100cloud tips and tricks.
Mike Renner – Partner
WAC Solution Partners
local: 760.618.1395 | toll free: 866.400.0WAC (0922) | mobile: 253.861.3120
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