• 2021 Year-End Training for Sage 300 CRE

    December 13, 2021

  • Speaker: Seth Meyer, Sage Certified Consultant
    Duration: 1 hour 15 minutes

    0:02:13 Topics for Discussion
    0:07:55 Affordable Care Act (ACA) and California Consumer Privacy Act (CCPA)
    0:15:10 Prep for Year-End Closings
    0:23:25 Install Year-End Update
    0:37:42 Installing PR Tax Updates
    0:40:35 Printing 1099/1098
    0:53:20 Printing W2s/W3s
    0:56:33 Closing Procedures
    1:00:14 Adjustments in GL – General Process
    1:02:50 Critical Year-End Task
    1:06:35 Sage Software Partners

    Want to refer to a specific topic, go to the recording on YouTube. Then click on the blue timestamps that will take you right to the spot.

    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 Laura at [email protected] or call 602-334-4670.

    Download the Training PowerPoint