Sage Construction & Real Estate

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AR move files to history

Posted By LWhitten 1 month ago

When should you move your AR files to History--Before or after moving closed jobs to history ?

0 Rhonda V 1 month ago

Sage says it doesn't matter between AR & JC. However, we do JC after AR and JC is just before GL because everything seems to interface with JC. I've also read that you shouldn't move current year's jobs but only do older years. FAQ (US) - Timing of year-end tasks: What should I do when? (sage.com)
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Sage Construction & Real Estate

AR move files to history

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