Solution Properties
Solution ID:
222924750023262
Last Modified Date:
Tue May 06 14:49:29 UTC 2025
Taxonomy Path:
Category//Payroll and HR//Payroll year end
Author:
sageadmin
How to archive the oldest payroll year
Description
Cause
Resolution
  1. Install the year-end update.
     NOTE: The year-end update can improve the archive oldest fiscal year process. 
  2. Connect to Database Administration for Sage 100 Contractor.
  3. Use the Tune Up / Back Up / Restore and Back Up Companies feature to create a backup of the company data.
  4. Choose Archive Company Data and Archive Oldest Payroll Year.
  5. Select the company to archive from the picklist.
  6. In the Enter the name for the payroll archive box, type a clear and descriptive name, such as "[Company name] Payroll 202#".
  7. Check the appropriate boxes under Remove employees from the current company...".
  8. Select Create Archive.
  9. When the process is over, close Database Administration.
  10. Open Sage 100 Contractor.
  11. Select the Show archives radio button.
  12. Open the payroll archive company.
  13. Verify that the payroll archive company contains your payroll transactions.
  14. Open the current company and ensure the 5-2-2 Payroll Records section has no records.
â–¼More information

Benefits

  • Remove Records: Removes all payroll records for that year from the database and places them in a separate archive database.
  • Delete Calculations: After archiving the oldest payroll year, you can delete unwanted payroll calculations in the new year.
  • Remove Employee Records: Optionally remove employee records with a status of Laid Off, Quit, Terminated, Deceased, or Retired.

Updates in Version 26.1 and Later

  1. Employee Removal Options: This version added options for removing employees from the current database.
  2. New Employee Status:  This version added the employee status of Retired.
  3. Inactive Employees: This version added an option to remove only inactive employees.
  4. Combined Archive: If the company has a December 31 fiscal year-end date, a message appears offering to switch to the Archive Oldest Fiscal Year process to perform a combined fiscal year and payroll archive.
[BCB:154:Chat 100 Contractor US:ECB]

 

 

 

Steps to duplicate
Related Solutions

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