Period End Date Change

SOLVED

Hello,

We are currently set up with period end dates equal to the end of the month (ex January 31) however we have made a decision to implement a 4/4/5 week schedule as that aligns better with our operations. Is there any way to change and pick the period end dates within Sage? Or are we locked into the end of the month as the period end date?

  • 0
    SUGGESTED

    I presume you are asking about the General Ledger period end dates?  If so, I think you should be able to approach that change the same way as someone would if they need to change their fiscal year end.  It requires help from Sage Support to do that, and you may also need the help of a local Sage consultant.  But once you open up the fiscal settings in General Ledger you will be able to manually change the ending dates for each month according to your desired closing date.  And at year end going forward you will need to populate the month end dates for the next year when you use the close fiscal year task in General Ledger.

    Those changes will only impact your month end closing in General Ledger, of course.  You'll need to use cut off dates in your other applications (like Job Cost) to ensure that you are reporting for the same periods as you are in General Ledger.

  • +1
    verified answer

    Hi bsneddon,

    Sage does offer this as a fee-based service. More information can be found in our knowledgebase at www.sageKB.com, article 25835:

    https://support.na.sage.com/selfservice/microsites/searchEntry.do?searchString=25835

    If you would like to PM me your account number, I can have a quote written up for you.

    Thanks!