Summary
How to Close Payroll Year from menu 5-3-8 in Sage 100 Contractor
Description
Resolution
Before proceeding, read What is Multiyear Payroll (Close Payroll Year) in Sage 100 Contractor versions 24.2 and later? and New Feature: 5-3-8 Close Payroll Year
Important: It's recommended you make a backup of your company before following the steps below to close the payroll year, as the close process doesn’t make an automatic backup and isn't reversible.
To Close Payroll Year
- Install the year-end update. The year-end update may contain fixes or enhancements to the Close Payroll Year process.
- From any machine, connect to your Sage 100 Contractor company database as an Administrator and Payroll Administrator (if you use this feature).
- Ensure you have read, understand, and completed the steps noted in the section What should I do before closing a payroll year in What is Multiyear Payroll (Close Payroll Year) in Sage 100 Contractor versions 24.2 and later?
- Open menu 5-3-8 Close Payroll Year.
- Click Close Payroll. The following message will display:
- Click Yes to continue with the payroll close; click No to cancel the close.