Review this chart to determine which applications have a close task. In some cases, the task wording may be different from the wording in the chart. For example, in General Ledger, you run Task, Close Fiscal Year rather than Task, Close Year.
Always make a backup of your data before performing closing processes.

Application	Close Period	Close Month	Close Year	Future Period Limit	Comments
Accounts Payable			x		Also run Tasks, Close 1099 Year.
Accounts Receivable			x	1 year
Cash Management			x	N/A
Contracts		x		1 month	Close on the first business day of each month. If gets more than one month behind, it will affect totals in the Billing module for Contract Based Invoices.
General Ledger	x		x	6 periods	You can reopen the period or year to make additional entries.
Equipment	x See comments	x		1 month	Verify the period type in EQ Settings.
Job Cost	x See comments	x		1 period or 1 months	Verify the period type in JC Settings.
Payroll		x	x	0 months	You must close the month before processing the first check of the next month.
Property Management	x See comments		x		Use this task to close the year as well.

Note: You can use the Monthly Tasks Workflow Center in the Sage Desktop to perform common monthly tasks from one location. Follow these steps to access:

For versions 16.1 and later:

1. Launch Sage Desktop.
2. Go to Applications, Additional Tools.
3. Launch the Monthly Tasks Workflow Center.

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