Skip to content
logo Knowledgebase

Where can I find the year-end procedures checklist?

Created on  | Last modified on 


The document Sage 300 ERP Year-End Procedures is a checklist of tasks to perform for year-end.

Here is how to find the document in your product: 

In earlier versions of Sage 300:

  1. Log on to Sage 300 ERP.
  2. From the menu bar, click Help.
  3. Click Documentation.
  4. Browse the ENG folder.
  5. Locate the PDF document with the filename Sage300ERP_Checklist_YearEnd.pdf

In the latest version of Sage 300:

  1. Logon to Sage 300 ERP.
  2. From the task ribbon, click Help.
  3. Click Product Documents.
  4. Browse to the version of your product, then select Checklists.
  5. Locate the link Year-End Procedures.

This is a downloadable version: 

Attachment: 292_20230425120743_Sage300_Checklist_YearEnd.pdf

For additional Year End information, open the Community Hub, choose your product, and go to the Year-End Center.