Before you can set up or amend the accounting periods. you must set up permissions to allow Sage 200 to make changes to the accounting periods.
You can Add a new user, Edit the details of an existing user or Remove an existing user from the User Permissions list.
The user permissions are in two sections:
User permissions for accounting periods.
This allows the user to add new periods, change the dates of a period, or delete a period.
User permissions for source modules.
This allows the user to change the status of a period for each ledger:
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This allows the user to open periods marked with a Future status. |
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This allows a user to close periods marked with an Open status. |
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This allows the user to re-open a closed period. |
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.
Click Add.
The Add User Permissions window appears.
To allow the user to add, change or delete an accounting period, select Add/ amend / delete periods.
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.
Click Edit.
The Edit User Permissions window appears.
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.