Details Price Qty
Year End Sage 300show details + $350.00 USD  

  •  December 4, 2024 EST
     10:00 am - 1:00 pm

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.


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



Details for Online Training: This is an online class. You will receive a separate email with instructions on how to access the course 1-2 business days prior to the date of the class. You will need an internet connection and phone access to take this course.