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how do you change the year end on sage instant accounts?

must be possible but no easy solution is visible!

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By JKnight
26th Jun 2012 13:35

I don't think there is an easy way to change the year end in Sage Instant.

The financial year change option is only available in Sage 50 Accounts Plus or Professional. If you know someone with this software they could change the year end for you but they would need to have the same version number of Sage 50 that you have in Sage Instant.

Alternatively, Sage will be able to change it for you but I expect they will require you to have SageCover.

 

 

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By johndon68
26th Jun 2012 14:56

Change Year End

It is, technically, possible to do this in Instant but you have to export and then reimport all your transactions and there are 'issues' with doing this and it's not for the faint hearted.

Sage will do it for you (for a fee) or, as JKnight says, it can be done by restoring the data in to a copy of Sage 50 with the same version number, changing it and then restoring back in to Instant.

John

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By User deleted
26th Jun 2012 15:21

Running/monthly balance issues ...

also b/f & c/f totals which seem to be calculated/updated at the time of data entry

As @johndon68 says export/re-import because that triggers that probably cals/updates into the correct periods

Although quite why Sage is incapable after aq change of date, of taking each entry & re-totalling on the fly is anyones guess - just another example of their approach

Technically should be a no-brainer but probably slightly more involved for a marketing organisation, where technical is secondary to selling (charging for basic functionality)

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