Speaker: Greg Lane, Senior Sage 300 CRE Consultant
Host: Troy Guevara, Construction Technologist
Training Outline
- Year-end resources and general information
- Install PR Tax Update
- Install Year End Update
- Process to fix prior year checks
- Printing W2s/W3s
- Affordable Care Act (ACA) and California Consumer Privacy Act (CCPA)
- Printing 1099/1098 & FAQs
- Prep For Year End Closings
- Closing Procedures & FAQs
- Adjustments In GL – General Process
- Critical Year End Task
- Sage 300 CRE Version 23 Highlights
- Company Data Archiving Process
- Subscription Plan vs Perpetual License
Useful Links
Let’s start planning and get organized. We hope this training will save you time and close the year smoothly. If you need any assistance, please do not hesitate to reach out to us at consulting@digiteksolutions.com or call 602-334-4670.
