Advance Fiscal Period and Year if the Company Does Not Have General Ledger

Solution:

This applies only to Sage Pro 7.4. Prior to Pro 7.4 There was no way to advance the fiscal calendar from within the program. This article explains how to advance the fiscal calendar in Sage Pro 7.4.

A new feature was added to allow the advancement of the fiscal period in Sage Pro 7.4 at the time of closing sub modules.

Advance Fiscal Period

  1. Open System Manager (SM).
  2. Under the Transaction menu, point to Close Period and click Close Period.
  3. Select the appropriate company.
  4. Select Advance Current Fiscal Period [currentfiscalperiod]. This only appears if the company is not using GL.
  5. Select any other modules to close.
  6. Click OK.

Advance Fiscal Period and Year

    • Open System Manager (SM).
    • Under the Transaction menu, point to Close Period and click Close Period and Year.
  1. Select the appropriate company.
  2. Select Advance Current Fiscal Period and Year [currentfiscalperiod&year]. This only appears if the company is not using GL.
    • Select any other modules to close.
    • Click OK.

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