Hi Tina, your best bet is to share your general accounting Month-End process and we can then share advice how you can best adapt that to Sage 300.  Running both the A/P Aged Payables and A/R Aged Trial Balance by Year/Period (not Document Date) then reconciling the balances to the Creditors and Debtors control accounts in the Trial Balance should definitely be one of your steps.  Also reconcile the B/K Book Balance to the Cash at Bank control account on the Trial Balance.  Then there are other general accounting month end entries - reversing accruals, required reports for the board/owners and the like.  Remember you can setup G/L recurring entry templates to process recurring journals on a reminder schedule each month to improve efficiency.  Also include locking A/P, A/R and Bank in the Fiscal Calendar at the start of Month End then lock the General Ledger once complete.  Do you run inventory/order entry?  Debtor Statements to keep customers trained to pay on time?  Cashflow/budget forecasts & actuals for management?  Ensuring you have email configured properly in Common Services and your Customer and Vendor email addresses up to date is an important part of doing this efficiently - if email addresses aren't up to date consider a project to get this done...just some random thoughts.