ANSWER:

We do recommend that you do a backup prior to the close.  If you can confirm you already have a successful current backup, then it is not necessary to repeat the backup when you receive the prompt when performing the month end close.

If you have concerns with a close, you can review the Audit Report from the menu Utilities, Audit Report.  Every close should list EOM Close (Start) and EOM Close (End) entries for each module closed. If the report shows when the close started but does not show it ended, then you have a failed close and you must restore a backup file created before the close.  Once you restore your backup, you will need to reenter and data entered AFTER the backup was performed. 

I have included some links below to our Knowledge Base (at SageKB.com) regarding month end close and how to determine if you had a failure.  If you have any additional questions regarding your data or concern with a failed close, I would recommend using the Live Chat to work with a support analyst.

How to determine if an end of month close failed (18035)

https://csa-support.na.sage.com/knowledgecentral/viewdocument.do?noCount=true&externalId=18035&sliceId=2&docLink=true&languageId=&isDocLink=true&currentmsID=MS_Agent&cmd=&openedFromDocument=true&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

Month-end close or data rebuild does not finish successfully (18696)

https://csa-support.na.sage.com/knowledgecentral/viewdocument.do?noCount=true&externalId=18696&sliceId=2&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=64&cmd=displayKC&dialogID=591&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true

Sincerely,

Coleen

ANSWER:

We do recommend that you do a backup prior to the close.  If you can confirm you already have a successful current backup, then it is not necessary to repeat the backup when you receive the prompt when performing the month end close.

If you have concerns with a close, you can review the Audit Report from the menu Utilities, Audit Report.  Every close should list EOM Close (Start) and EOM Close (End) entries for each module closed. If the report shows when the close started but does not show it ended, then you have a failed close and you must restore a backup file created before the close.  Once you restore your backup, you will need to reenter and data entered AFTER the backup was performed. 

I have included some links below to our Knowledge Base (at SageKB.com) regarding month end close and how to determine if you had a failure.  If you have any additional questions regarding your data or concern with a failed close, I would recommend using the Live Chat to work with a support analyst.

How to determine if an end of month close failed (18035)

https://csa-support.na.sage.com/knowledgecentral/viewdocument.do?noCount=true&externalId=18035&sliceId=2&docLink=true&languageId=&isDocLink=true&currentmsID=MS_Agent&cmd=&openedFromDocument=true&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl

Month-end close or data rebuild does not finish successfully (18696)

https://csa-support.na.sage.com/knowledgecentral/viewdocument.do?noCount=true&externalId=18696&sliceId=2&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=64&cmd=displayKC&dialogID=591&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true

Sincerely,

Coleen

Hi Coleen,  

When I go in the audit report, it does not display any information you listed.  

It only shows the following information:

Information about the last 100 form-level changes (changes made with command buttons such as New, Delete and Rename) The Audit Report highlights such changes as when a customer was added and who renamed a part number.

Is there another place I should check?

Thanks so much,

Jill

 The Audit report should show information for as long as you are keeping history.  In addition to form-level changes is will show when you did the month end close.  Run the Audit report again.  The report shows the most current information first.  Scroll down to the date you performed the month end close.  You should see a Start and an End for each month that Successful closed .  For closes, it should look similar to below.

If you still are not seeing your month end close, then I would recommend using the Live Chat to work with a support person to help you confirm if you had a month end close failure.  

Coleen

I was trying to remote in from home and was having issues seeing everything.  When I got to the office, I saw your message and found it. They all have a start and end date! Thanks so much Coleen! 

Hi jkrueger, if the above suggested answer helped, please do mark it as verified  for the benefit of others in this forum . Thank you!