How to find Period End Processing checklists in Sage 100

Steps to access module-specific checklists through Help Topics in Sage 100.

1. Open the Help menu

   1. From the Sage 100 Launcher menu, click Help, then select Help Topics.
   2. The Help window opens in your default internet browser.

   Note: The system automatically launches the Help window in your default browser.

   Search for the checklist

   Use the search field

   1. Enter "Period End Checklist" in the Search field.
   2. Review the search results that appear.

   Open the checklist

   Select the correct module

   1. Click the Period End Checklist for the module you need.
   2. Review the checklist steps for completing period end processing.

Recommended Period End or Year End order of closing for modules

How to Set up a Paperless Office to save and print Period/Year-End Reports