Year End Training

Whether you are an experienced user or new to Sage 300 CRE , the year end can pose many challenges. Let us help you define the steps toward a successful year end close. Join us for this online training class to learn some best practices in managing your year end processes.

Agenda

Preparing for Year End

• Backup Data
• Backup System Files

Module Specific Tasks & Reports

• Cash Management
• Payroll
• Accounts Payable
• Billing
• Contracts
• Accounts Receivable
• Property Management
• Job Cost
• General Ledger

After the Year End

• Backup Data
• Download & Install Year End Software
• Tax Updates
• Aatrix Software

Aatrix – 1099 and Payroll Tax Reporting

• Options with Aatrix
• Company Information Setup
• Modifying W2
• Combine multiple Sage 300 CRE Payroll folders for one W2 run
• Generating W2s
• Working with Aatrix Grids
• Printing & Filing
• Reprint W2

ACA – Affordable Care ACT

• Reporting Requirements
• Sage ACA Settings
• ACA Compliance Worksheet
• Using Aatrix to file ACA Forms