G/L Period End Maintenance Screen

Sage 300 ERP

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G/L Period End Maintenance Screen

Open General Ledger > G/L Periodic Processing >  Period End Maintenance.

Overview

Use the G/L Period End Maintenance screen to:

  • Delete unneeded accounts, transaction details, and fiscal sets.
  • Reset the current batch number to 1.

Warning! Period-end maintenance permanently deletes information from General Ledger. Before performing period-end maintenance, back up your data.

You can perform period-end maintenance after creating a new year at the end of a fiscal year, or as needed.

Note:
  • All period-end maintenance activities are optional, and can be done at any time.
  • If G/L Security is turned on, note that period-end functions do not check account permissions. For example, you can delete inactive accounts, even if you do not have account permission.
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