Work through the tasks below in order. Each links to a full guide with steps. Check your financial periods Confirm your new financial periods show correctly before you process any new transactions. See Check your financial periods after a year end in Sage 50cloud Pastel. Checking your data integrity Run the data integrity check after the year end. This confirms no data corruption occurred while the Year End Assistant ran. See Run the data integrity in Sage 50cloud Pastel: Post year end. Add and activate the new company If you ran the year end in a new company and you have multiple users, activate the new company for every user. See Activate a new company in Sage 50cloud Pastel: Post year end. Take documents off hold Take any documents you placed on hold off hold, so you can process them in the new financial year. See Take documents off hold in Sage 50cloud Pastel: Post year end Confirm your cloud backup covers the new company Contact your cloud backup service, such as Metrofile (Iron Tree). Confirm they back up all your company datasets, including your new company. See Iron Tree (Metrofile Cloud) backup service: Post year end. |