Entering beginning balances

Question

Is there anyone who can tell me the order of modules used for entering beginning balances? I know that this is something that my consultant or business partner should help me with, but they will not respond to any of my emails. I need to get an existing company moved to Sage that has a year end of February so that I can start entering new data. 
 
 Thanks, 
 
 Amanda

Amanda Leith · Accepted Answer

Thanks Casey!

Casey K · Answer

Amanda, 
 You might consider looking at the use of Setup Central within the Sage Desktop. You can use this if you starting a brand new company folder. Setup Central will not be an option if you are in a company that already has the files setup. 
 Portion from Article ID: 17301 (What is Setup Central and how do I launch it?) 
 To start Setup Central from Sage Desktop, go to Tasks, Sage 300 Construction and Real Estate, Common Tasks, Tools, Setup Central . 
 Setup Central is a set of wizards that guide you through the essential setup options of Sage 300 Construction and Real Estate applications. Use Setup Central to set up your software for the first time and to set up any separate companies that you require. Be sure to check with your business partner prior to running Setup Central. If Setup Central is a good match for your company, use Setup Central to set up the essential features of the following applications: 
 
 General Ledger 
 Sales Tax 
 Cash Management 
 Accounts Payable 
 Payroll 
 Accounts Receivable 
 Job Cost 
 Beginning Balances 
 
 Casey Knapp 
 Senior Customer Support Analyst, Sage Construction and Real Estate 
 Sage North America

Sage Construction & Real Estate

Entering beginning balances

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