12 October 2023

The Most Common Questions Our Support Desk Hears About Year Ending in Sage

Sam Ayres - Dayta's MD

"There’s so much to think about when preparing for year end. This page has been designed to answer the questions that have been raised by our Academy customers who use Sage 200 and Sage for Education."
Sam Ayres

I’m ready to year end in Sage, how long will it take?

This depends upon how much transactional data you have. A small database might take 10 to 15 minutes. A large one might be up to 25 minutes.

Will someone at Dayta be able to do year end with me by connecting to my system?

This is not necessary with Sage 200. You already know what accounting reconciliations you need to do. Once that’s done, the Year End process is straightforward – First, ensure you have a manual backup IMMEDIATELY before you are ready. Then it’s just a couple of clicks in Sage.

Can I still raise orders and put on invoices in September, even though we haven’t year ended yet?

You can indeed. Simply carry on processing your transactions as usual.
Intacct Banner

Can I import my budgets for the new year before the year end?

Yes you can enter or import Budgets up to 5 years into the future. It is just a simple spreadsheet.
Sage for Education – Preparing and Importing Budgets
200c Pro SDB – Preparing and Importing Budgets

Why can’t I see transactions in the nominal ledger for September in Sage 200?

Because you have not run the Year-End. You can see them on the nominal Ledger Deferred Postings List view though, just not on the current transaction list or enquiry screen.

I’ve done the year end, why can’t I see transactions for September in the nominal ledger?

Sometimes the transactions don’t move from Deferred to Current as part of the Year-End. There is a menu option in the nominal Ledger in case this happens. It allows you to move anything dated in an open period in the current year from Deferred Postings.

Nominal Ledger > Utilities > File Maintenance > Move Deferred Postings
how to move transactions from deferred to current and be visible in the nominal ledger
Sometimes, an ‘Update Waiting Postings’ is also needed because they system needs to refresh. You can force the update here:

Update Deferred Postings Image

I’ve received an invoice dated July, but I’ve already year ended – what do I do?

You have a choice, and you might want to ask your accountants what they would prefer. It can go into September with a date of July (for example) provided you don’t have too much date validation turned on to prevent it. The screen used for this purpose is in System Settings:
Date Validation

Do I have to wait for the auditors adjustments before I can year end?

No, any adjustments can be made with a ‘Prior Year Journal’. You can Year-end (please take a back-up before you do) and carry on with the new year.

I can’t change period status, but I have permission in the system administration. Why is this and what can I do?

There is an additional level of settings in Maintain Accounting Permission User Permissions that needs to be set before you can open/close or change a period. You may or may not have access to this menu option, in which case contact your Sage System Administrator

This is where you edit user permissions:

Accounting System Manager > Accounting Periods > Maintain Accounting Period User Permissions
User Permissions outside of and in addition to System Administration for Period Control

Is there a quick way to close all periods?

Unfortunately not. In future, you might find it easier to close periods as you go.

Can I perform a backup of my Sage 200 database myself?

If you have been given access to the SQL Server and Studio Tools Management, and know how to, then yes you can. If you don’t have this then you can call our support desk.

My aged creditors report doesn’t agree with my nominal creditors report – how do I reconcile this?

There is a very good detailed help sheet for this available from the Sage Help Files.

Basically you need to produce transaction listings from both the nominal ledger and the purchase ledger and then make the following checks:
  • Look for dates outside the period (past or future)
  • Calculate the difference and look for a single transaction of this value
  • Double the difference, half it and look for that value.
  • Tick it back and you will find something on one side that is not on the other.

Does everyone have to be logged out of Sage when I press the year end button?

Yes they do. It is one of only a couple of things where you must be the only person in the system. This is to prevent postings going to the wrong year.

I’ve year ended too early, how do I reverse it?

You can’t. You will need to restore to the back-up you took before you hit the button. Contact either your own IT support or Dayta for help.

What do I do with year end fund balances?

They will all end up on the default Year-End Reserves account in the Balance sheet. You need to journal the appropriate amounts to each fund also on the Balance sheet.

Will my outstanding purchase orders roll over to the new year in Sage 200?

Yes, they will.

Do you still have questions about Year End in Sage?

So whilst the idea of year end is daunting, it’s not insurmountable and you are probably asking the same questions as other schools! If your question hasn’t been answered above, take a look at our comprehensive Guide to Year End in Sage 200 and Sage for Education (click on the relevant link below). If you’d like some personalised support from our team, then email enquiries@dayta.co.uk or call the office on 01296 770007.
Sage for Education - Year End
Sage 200 - Year End

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
Dayta is a specialised Sage Business Partner, offering a range of services from tailored Sage add-on development and comprehensive support to streamlined implementation and training of Sage products for both education and commercial sectors.
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