Processing the year end

How to change over to the new financial year end in Sage Accounting.

You will need to change to the new financial year to continue processing. Ensure you have processed all three previous steps before you change over to the new financial year.

Follow the guide Sage Accounting - Year end overview to learn how.

 

There are two steps to change over to the new financial year successfully.

Step 1: Increasing the financial years.

To move over to the next financial year, you will need to increase your financial years in Sage Accounting.

Click the step by step guide Processing year end - Increasing the financial years to learn how to do this.

Step 2: Setting up a lockdown date.

Set up a lockdown date to ensure that you do not process in the incorrect financial years.

Click the step by step guide Processing year end - Setting up a lockdown date to learn how to do this.