Period End - multiple years need to be closed

Question

I have a situation where Period End Processing has NOT been done in over 10 years. I am trying to get things cleaned up. Is there a way to close multiple years without having to close out each module for each period for over 10 years? That would be 120 PE closings to do. I appreciate any insight you might have about this.

Kevin M · Accepted Answer

(My comments pertain to new-framework modules only... if you are running an older version with old-framework modules, like WO, period-end considerations may be different). 
 
 Don't run the reports as part of Period End. Do that separately (if you need them). 
 Double-check the "years to retain" settings in all module option screens. These purges happen during period end processing, and there is no "undo"... short of restoring a full data backup. 
 There is also a GL option for resetting journal / register numbers which should be disabled. 
 Take an archive company copy as a general good idea, and to save any history that will be purged. 
 Run the DTR from the GL module to ensure nothing is half-posted. 
 You may be able to skip to period 12, run period end to change the year, then skip to period 12 again... This specifically does not apply to old-framework modules, which handles period end very differently.
 
 You'll want to reconcile GL to module TB reports at least yearly... ideally monthly.

There is a Sage Help article on the order to close the different modules. (3rd in this list for me): https://help-sage100.na.sage.com/2021/index.htm#search-period%20end

Sage 100

Period End - multiple years need to be closed

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