Processing a year end - No SQL

How to process a year end when you're not using SQL in Sage 50cloud Pastel.

You'll need to process a year end once you reach the limit of you period setup.

 

 NOTE: Depending on the size of your dataset this could take hours. If you get the program state Not Responding, don't cancel the year end. 

1. Select Change and then Year End.
2. Read the message and click Yes.
3. If you set up the 13th period, click Yes on the message.
4. Choose Create a new company called or Don’t create a new company.
   • Create new company called - choose to run the year end in the new company or not
   • Don’t create a new company - you won't be able to select any other options

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Creating a new company

This option allows you to keep financial information for more than two years. This is because you create a new database every financial year.

1. Click Create a new company called.
2. Type in a new folder name.
   
3. Select the Run the Year End in the new company checkbox, if applicable.
    NOTE: If you select this option, the year end runs in the new company. If you don’t select this option, the year end runs in the current company. 
4. Click Next and then click OK on the message advising the creation of the new company.
5. A reminder to print your financial reports appears, click Next.
6. A year end summary screen appears, click Next and then Process.

 NOTE: If you receive the program state Not Responding, don't cancel the year end.  

 CAUTION: Don’t cancel the year end even if you get the program state 'Not Responding'. Depending on the data size, this process could take hours to complete. Ensure you have a backup. 

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Don’t create a new company

1. Click Don’t create a new company and click Next.
2. A reminder to print your financial reports appears, click Next.
3. A year end summary screen appears, click Next.
4. The backup wizard will launch if you didn't make a backup.
5. If you choose not to make a backup, the audit trail will record this.
6. Click Next and then Process.

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