Processing year end

How to process the year end in Sage Accounting.

To process your year end, you will need to create the new financial year (FY) and then set a lockdown date.

Enusre you have completed all you year end preperations by viewing our full year end step-by-step guides view our Sage Accounting - Year end overview.

 

How to increase the financial year.

1. Log in to Sage Accounting.
2. Click Company and then Change Company Settings.
3. Click General Settings and then Financial Years.
4. Click the plus button to create the new financial year.
5. Tick the box for the financial year you wish to use.

How to set a lockdown date.

1. Log in to Sage Accounting.
2. Click Company and then Change Company Settings.
3. Click General Settings.
4. Click Financial Years.
5. Click the tick box by Set a lockdown date.
6. Enter the date, all transactions processed before this date will become view only. You can use the last day of your current financial year.
7. Click Save.