It's a simple straight forward process, just go to the Period End menu and Period End Processing.  now before that you should print/PDF any necessary reports. It is best to use the reports from the Reports Menu rather that from the Period End menu as you have better control.

KB entry for last year (I expect Sage to update this for 2024...):

https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=224924150049810

Thank you

Hello, 

I am trying to close the period but am getting a message that I have active entry open. I don't have any entries open. I have a recurring journal but have already run it.

Check the General Ledger --> Main Menu --> Daily Transaction Register.  If there is entries there, print and post. 

Yes, this KB is being edited with the 2024 information at this time.

Thank you Kevin.

Thank you!

The document that Kevin provided a link has links for What is the recommended Period End or Year End order of closing for application modules in Sage 100? and  How to find the Period End Checklists?   The majority of those messages stopping you from performing period end processing are in our knowledgebase with steps to resolve.  They usually provide you the task that is stopping you.   For example, "Unable to perform Period End Processing while Cash Receipts Deposit is in process."  The knowledge article with the steps to resolve this is 224924250054192

If the solutions provided in this post have answered your question on the Period End Processing, please select Verify Answer.

Thank you,

Linda