We’re excited to share the recording, slides and Q&A from our recent year-end webinar for Sage 300 Construction & Real Estate – Accounts Payable year-end review, which took place on December 9, 2025. This session covered key AP year-end topics and highlighted resources to support you. Whether you missed the live webinar or want to revisit specific steps, you can now access everything at your convenience.
Webinar details
- Webinar title: Sage 300 CRE Year-end webinar: Accounts Payable & year-end processing
- Presenter: Susan Hayes
- Date: December 9, 2025
Resources
- Recording: Watch on YouTube
- Slides: Sage 300 CRE AP year-end review slide deck (PDF here: Sage_300_CRE_12-09-2025_Webinar__Slide_Deck_AP_for_year end.pdf)
- Full Q&A: Sage 300 CRE AP year-end webinar questions and answers (PDF here: Sage300CRE_AP_YearEnd_QA_2025-12-09_crosschecked_with_transcript.pdf)
Take some time to explore the webinar slides and watch the recording. Feel free to share the link to this posting with colleagues who may benefit from the content. We hope you find these resources valuable and look forward to your continued engagement.
FAQ – Highlights from the session
We were unable to answer all your questions during the webinar. You’ll find the full list of questions and answers in the attached Q&A PDF, but here are five of the key questions we covered:
- What’s the recommended timing for closing the AP and 1099 year versus posting into 2026?
Both the AP year and the 1099 year should be in 2025 before you begin posting 2026 entries so that vendor totals and 1099 amounts stay accurate. - Should I close the 1099 year before or after running 1099 forms?
The recommended approach is to complete the entire 1099 process while the 1099 year is still 2025, including any corrections. Once you’re satisfied that everything is filed correctly, then close the 1099 year. - Which Sage 300 CRE version do I need for 1099 processing in AP?
To process 1099s within Aatrix from AP, you must be on Sage 300 CRE version 25.2 Update 1, which includes the latest 1099 preparation reports and Aatrix improvements. - What does the “AP Year” date actually affect?
The AP Year controls the vendor totals you see in vendor setup and inquiries—purchases, payments and open invoices for the current AP year. If the AP Year is too far behind, those totals will no longer reflect a clean current-year view. - What if my 1099 year ending date is incorrect (for example, showing 12/31/2026)?
You can still run 1099s for the correct year, and if you’re concerned about totals, use the Recalculate 1099 totals tool. If you’re unsure or need help correcting the year, Sage Support can review your specific situation.
For many more questions and detailed answers—including special characters in Aatrix, combining data files, reporting thresholds and filing deadlines—be sure to download the full Q&A here: Sage300CRE_AP_YearEnd_QA_2025-12-09_crosschecked_with_transcript.pdf.