There is a document called Sage 300 ERP Year-End Procedures; it list a checklist of tasks to perform for year-end.
The document can be found in Sage 300 ERP by following these steps:
- Login to Sage 300 ERP.
- From the menu bar, click Help.
- Click Documentation.
- This brings you to the ENG folder for the version of Sage that you are using.
- The full path of this location is wherever the Sage program files are located - by default this is c:\program files(x86)\sage\sage accpac\docs\62A\eng or c:\sage\sage accpac\docs\62A\eng. (where 62A is the version of Sage)
- Locate the PDF document with the filename Sage300ERP_Checklist_YearEnd.pdf
There are also many other helpful documents in this folder including period end checklists and user guides for all the modules.