When you use POS or Debtors Manager with SQL, you can't run a standard year end. Instead, you:
Create a new company to store the previous year's data.
Run the year end in your current company (the one you always use).
Point Debtors Manager to the new company.
Before you start
Back up your company data. A year end permanently updates your data, and you can't reverse it. See Process a backup.
Complete your year end preparation. See the year end preparation articles for the required steps.
Print your year end reports.
Decide on a name for the new company. Include the financial year in the name so you can identify it easily (for example, MyCompany2026).
Point of Sale (POS) SQL
In Sage 50cloud Pastel, select Change, then Year End.
Select Next.
Select Create a new company called, then enter the folder name for the new company.
Enter the financial year that's ending.
Clear the Run the Year End in the new company checkbox.
NOTE:
Keep the checkbox clear. Sage 50cloud Pastel then runs the year end in your current company and copies last year's data. Select it, and the year end runs in the wrong company.
Select Next to confirm the new company creation.
Select Next at the report print reminder. Print your year end reports first if you haven't already.
Select Next at the process summary.
Select Process.
Sage 50cloud Pastel runs the year end in your current company. You continue working in this company for the new financial year. The new company holds your previous year's data.