How to Year End in Sage for Education and Sage 200

Another year has passed and you are now ready to run your year end in Sage!

There is a little bit of confusion around Sage products as there are two versions of Sage 200 – one is called ‘Sage for Education’ (an online offering) and the other is called Sage 200 (which can be hosted online or loaded on site). The SFE software is a trimmed-down version of Sage 200c, however the year-end process in both systems is similar.

At Dayta, we have put together this document to help our customers and anyone using either package get through year end seamlessly, please ensure you click on the software you have. If you are unsure of which software you use, please contact Support and they will confirm:

Sage For Education Year-END

Sage 200 Standard Online Year-End

Sage 200 For Schools Year-End

Sage 200 Commercial Year-End

For all SQL Users – please click on the link below

Backup of Sage 200 Using Microsoft SQL Server Studio Manager

What our customers say

Dayta are always available to support you with efficiency and a smile. The Academy Reports are excellent and recognised by our accountants who can easily create our year end accounts from the system. Having used Sage and the Academy Reporting I haven’t found any limitations in its use and would be happy to recommend the Dayta system to other Academies.
Eva Evans
School Business Manager | Bentley Heath School
We started as a single secondary school academy and have grown over a period of 4 years to a Multi Academy Trust. Dayta have been with us from the outset giving excellent support and guidance on the Sage Finance and Academy Reports packages. As our Trust continues to grow and our requirements change it is refreshing to work with professionals who want to solve our development needs.
Mrs S Thomas
Accounting Manager | Community Academies Trust
The moment we met the team at Dayta, we knew that we were going to receive the services of a competent, knowledgeable and responsive organisation. They clearly demonstrated the capability and desire to continually develop their product and provide ongoing support and improvement – a feature we found traditionally absent in the educational finance software package market.
Adam Miles
The Woodlands Academy
I know that there is support at the end of the telephone if required. From day one, Dayta have provided a friendly and customer-focused service. I am happy to recommend them.
Fiona Mason
Business Manager | Hockley Heath Academy
Dayta have provided us with an excellent service that has met all our software needs. I would definitely recommend them to other businesses.
David Silvester
Financial Controller | Waddesdon The Rothschild Collection
We have been particularly impressed with the wealth of knowledge this company possesses and the extremely positive and practical manner in which our questions are answered. With this in mind we would have no hesitation in passing on our recommendations.
Mike Cussell
Managing Director | B-Loony
We’ve now been with Dayta for a few years and during this time they have always impressed me. Not only do they have a great knowledge of the Sage packages, they offer a great service, always helpful, efficient and always deal promptly with my enquiries. In summary we are very pleased with the service they offer.
Chris Thomas
Director | R&JP Internation
We have been using Sage 200 since 2011 and are very pleased with it. We chose to move from Sage 50 to Sage 200 because the latter has a lot of much better features and was perfect for our needs. The migration was completed quickly and efficiently. They are quick to respond and very efficient at what they do – we have had no problems with our choice!
Karen Allen
Finance Manager | Halma
We implemented Sage 200 and the associated Project Accounting module to enable us to accommodate the growing size and complexity of our business and, at every stage in the process, Dayta impressed us with their obvious expertise and knowledge. Over time they have become one of our most trusted and important business partners.
Chris Calnan
Finance Lead | PharmiWeb Solutions
I have been very impressed with the service received from Dayta. They were most helpful at the setting up of the project, suggesting various solutions to our requirements and, in particular, have been extremely accommodating when dealing with our bespoke reporting requirements.
Gill Gimes
Myton Hospices
We wanted to upgrade from Sage 50 to Sage 200 and approached Dayta, who calmly reassured us that our plans could work and offered workable solutions to our more demanding requirements. Dayta delivered the project on time, provided appropriate support to our staff throughout and continue to deliver a professional and knowledgeable service to us. I thoroughly recommend them.
Ross Baker
Financial Director | Orange Genie
An enlightening day, giving us the confidence and courage to tackle those reports and layouts that we always wanted.
Joanna Roberts
Financial Controller | Thameswey

17 October 2023

How to Year End in Sage for Education and Sage 200

What our customers say

Eva Evans

Mrs S Thomas

Adam Miles

Fiona Mason

David Silvester

Mike Cussell

Chris Thomas

Karen Allen

Chris Calnan

Gill Gimes

Ross Baker

Joanna Roberts

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