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Post Info TOPIC: Sage One - Year End


Member

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Posts: 6
Date:
Sage One - Year End


Hi

Can a year end process be done on Sage One. I cannot see the function to enable me to do this.

Or do I have to jnl the p/l in the previous year and post to the p/l reserve so that is correct for the new year. If that is so I find this very stupid.

Regards

KeyBus



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Master Book-keeper

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Posts: 6899
Date:

Well you are going to have to do some amendments, but not the 'stupid' ones, yes the year end does roll.

__________________

Joanne McCormick

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.



Member

Status: Offline
Posts: 6
Date:

OK. Could you point me in the direction of the year end function.

I have gone into settings and entered the year end I want to complete but when I run a TB it is showing P & L items from the previous year.

__________________


Master Book-keeper

Status: Offline
Posts: 6899
Date:

You dont say whether you are accessing this as an Accountant (extra) or just via your clients log in. But the beauty of Sage One is paid for monthly and therefore provides FULL telephone support (unlike other softwrae) as well as email support. Best place to start looking is in their help files, which are getting more detailed (and will get even more detailed if you complain!), then if you cannot find what you need then just phone them, or check out the (more up to date) You tube vids. (Not the old ones as enhancements have been made since it was first set up!)

No idea why you have got previous year items and frankly without more detail we cannot help, sounds like something has gone wrong, no lock down completed/wrong dates entered or maybe opening balances, which mightve needed journalling/wrong dates used.

Give access to sage and they will guide you

__________________

Joanne McCormick

Fallows Hall Ltd

Winner - Bookkeeper of the Year 2015, 2016 and 2017

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

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