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John Hogan

Rolling forward financial Y/E

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Hi,

We recently have change owners of the business so in order to tie in to the sister company we now need to move our Y/E from Jan - Dec to Mar - Feb. 

I have found the process in terms of extending our Dec Y/E to include up to the end of Feb but wondering fi there is support or any tips on blockers etc we might face or a listing of what to check for to ensure we have correct reports and balances etc download. The process states to run a back up which is fine but I would like to have reporting to have visuals also and wondering if anyone would have a check list or WIP goal list to ensure it runs smoothly for us. We only introduce Sage 50 to our business in 2023 so new to the use of Sage. 

Thank you

John. 

*Community Hub is the new name for Sage City

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