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Note: Before attempting to close Sage 200 accounting periods, make sure that you perform all the necessary tasks, including the individual module preparatory tasks, described in Period end routines.
Note: Before closing a period, it is essential that you back up your database. Do not carry out a close period procedure if any other user is logged on to Sage 200.
After closing the Sales Ledger or Purchase Ledger period, you can archive your sales and purchase transactions using the Account Maintenance options. After closing the Nominal Ledger period, you can archive your balance sheet and profit and loss transactions using the Nominal Ledger Account Maintenance option.
Before closing an accounting period, you must have:
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods.
Click Change Period Status.
The Close Ledger window displays differently depending on the source module you have selected to close the period for. The Period no and Period end date is displayed.
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