Changing year end in version12

Hi

I have a new client who has merrily been using Sage with the wrong year end date for years without ever being told by the old accountant. They use version 12 and the help file says contact Sage to change it.

Can anyone advise the best way for me to proceed without losing the history. As usual they can't find the software disks. I have Sage 2010 so restoring from my copy won't work.

Any ideas?

Thanks 

Comments

Change Financial Year

johndon68 | | Permalink

The year is set in the data itself so not having the disks doesn't matter.  

It is possible to export all the transactions to CSV, rebuild the data and then reimport but there are a number of caveats to this, not least of which is, at the very least any sales receipts and purchase payments have to be reallocated to the relevant invoices.  There is also a potential issue if they have ever cleared the Audit Trail which means that is not a viable option.

I offer a financial year changing service (much cheaper and faster than Sage), drop me an email at john.donnelly@leyburnsolutions.com for details.

John (www.leyburnsolutions.com)

Witch-Queen's picture

Changing year end in version12

Witch-Queen | | Permalink

Not wanting to step on John's toes here as I know from experience that he is very good at what he does, and very quick, but ...

You can easily change the year end date in version 12 yourself.

in Version 12 Help go to the Search Tab then search for 'Year End'

Scroll down a few lines and you'll find a 'Change Financial Year End check list' and 'change financial year questions'

Print both and follow to the letter.

If you can't find them email me at witch@witch-queen.com and I will email them to you

-- Witch-Queen

Year End Change...

johndon68 | | Permalink

The Financial Year can be changed in Financial Controller and Accountant Plus but the option is not available in Accountant.  I was working on the, perhaps incorrect, assumption that the OP/client had been to the Financial Year screen and the Change button was not available :)

John 

Witch-Queen's picture

Changing year end in version12

Witch-Queen | | Permalink

Thanks John,

I remembered this was only available in the higher versions but couldn't remember what they were called back then.

-- Witch-Queen

Must be accountant version!

pipper01 | | Permalink

Hi

Thanks for replies. I have tried changing the year end as I've done on other versions through the financial year screen and, indeed, the button is greyed out so I assume it's the version that can't be done.

I'll send you an email tomorrow John.

Thanks again

Year Change

johndon68 | | Permalink

Just wanted to check if you got sorted as I haven't had an email.

Cheers

John

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