As Sage is moving to an indirect model, we need to amend some processes previously accommodated by the Professional Services teams.

One of these processes is ‘Consultant Invite’. It is initiated to access and amend sensitive fields in the system, preceded by a document signed by a designated person who is authorised to request the change and with the assistance from Sage Support.

As from Release 5.5b, the user will now be permitted to amend company processing dates and will be guided by clear warning messages instead.

How do I change dates on the change company dates screen ?

• On the Company Listing Screen
• The <Change Company Dates> functionality can be found under Company Lookup Screen > Manage Companies
• You will only be permitted to access this functionality if you have Full Access to the Basic Company Information screen

NOTE: It is advisable that all users are logged out of the system before you proceed.

CAUTION: A warning message will display, " Are you sure you want to change the dates of a company? You CANNOT UNDO this process"

• Select Yes or No, on this warning message

TIP: We suggest that you make a data backup before making changes to the dates

• The Change Company Dates screen will now display
• Select the applicable company

NOTE: Please ensure all operators are out of the System before proceeding.

• When you <Continue> the impact of the changes you make to these fields are set out
• Select Yes or No

• Select Yes or No, to confirm that you want to either proceed or not to the date change screens
• The Change Company Processing Period Information screen is displayed, you go straight into the Processing Date entry field
• You will also be permitted to amend the Processing Month in the Tax Year, the Tax Year Start Date and the Tax Year End Date
• In non-monthly Companies you are permitted to change the Week Number in the month and the Number of Weeks in the month

• Once you have amended the necessary fields, a final confirmation message is displayed
• Select Yes or No to continue
• When you select <Yes>, your changes are applied, an entry is made to the Audit Log File and you are returned to the Company Listing screen
• To confirm the dates have been successfully changed, access the Period Info (BB) tab on the Basic Company Information Screen