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Sage 300 CRE Year-End Procedures Training

  • 1 min read
2020 Year End Training - Sage 300 CRE

By Sage 300 CRE Certified Consultant – Seth Myers. Along with the training, Seth also shares many great tips he has collected from his years of experience working in Sage 300 CRE.

Topics of Discussion

  • 0:14:20 Year-End Guide
  • 0:17:25 COVID-19 Legislation related to Payroll Setup/Reports
  • 0:23:06 Affordable Care Act (ACA) and California Consumer Privacy Act (CCPA)
  • 0:30:53 Steps to Prepare for year-end closings
  • 0:37:14 Install Year-End Update
  • 0:52:55 Payroll Tax Updates
  • 0:56:50 AP Printing 1099/1098
  • 1:10:39 Printing W2s/W3s
  • 1:16:08 Closing Procedures
  • 1:20:15 Adjustment in General Ledger
  • 1:23:05 Critical Year-End Task
  • 1:25:05 What’s New and Fixes

More resources at Sage 300 Construction & Real Estate Year-end Center

Download Training Slide

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