Business Automation and Software Blog

Year-End Checklist for Your Sage PFW ERP Software System

Posted by Robert Baran on Thu, Dec 08, 2011 @ 12:25 PM

sage pfw erp systemPositiveVision has made a list and checked it twice to help prevent Year-End from being naughty, but nice. Here is your Sage PFW ERP software system year-end checklist. We encourage you to read through this and contact us if you need any assistance along the way.

Sage PFW ERP Tips

  1. Back up your data!
  2. Update your date. Before processing transactions in 2012, be sure to create a new fiscal calendar in General Ledger and in Inventory. Remember you do not have to wait for your year end audit adjustments.   You can post these later.
  3. Confirm new fiscal year is set up in General Ledger.
  4. Import your budget. You can import your budget into the General Ledger using an Excel Spreadsheet. Save hours of tedious data entry by using this feature in PFW.
  5. Physical Inventory. Account for all products before ending the year in 2011. Sage PFW has a great add on product to help streamline this process with bar coding technology. Please read our blog on inventory management if you want to learn more about this.
  6. Update General Ledger Year End. 
  7. Perform the checklist of items in Year-End Processing.

Should you need any further assistance with your Sage PFW software system, please don't hesitate to contact us at 800.559.1323, or via the link below.

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Topics: Sage PFW ERP