Run your Month End

NOTE: Some month end features depend upon the variant of Sage 50 Accounts you're using. For example, depreciation is only available in Sage 50 Accounts Professional.

▼ Month End postings

When you run Month End, you can choose to do the following:

Clear turnover values	This clears the M.T.D. values to zero: Customer record - Sales tab Supplier record - Purchases tab These values are for reporting purposes.
Post prepayments	Any prepayments you've set up, post for the month.
Post accruals	Any accruals you've set up, post for the month.
Post depreciation	Any fixed asset depreciation you've set up, posts for the month.

▼ Run a Month End

Go to Tools, select Period End, then select Month End.
Complete the Month End window as follows:

Prepare for Month End

Check Data	If you haven't already, run this option to check your data for any problems. If there are any errors in your data, fix these before you continue. For more information, refer to www.sage.co.uk/mydata
Backup	If you haven't already, run this option to take a backup of your data.
Revaluation	If you use Foreign Trader, use this option to revalue your foreign bank accounts.

Month End Options

Set the month end date	Enter your month end date.
Prevent new transactions before this date	To prevent users from posting into the previous period, select this option and enter the required date.
Set your month-to-date turnover to zero	This clears the M.T.D. values to zero: Customer record - Sales tab Supplier record - Purchases tab These values are for reporting purposes.
Prepayments	To post your automatic prepayments, select this option.
Accruals	To post your automatic accruals, select this option.
Depreciation	To depreciate any assets set up within fixed assets, select this option.

Select Run Month End, click Yes, then click OK.

▼ Next steps

Check your data

Checking your data is in good health ensures that you don't have any errors in your data files. If any errors display, correct these before proceeding.

Back up your data

Ensure you take a backup of your data and call it After month end with the date. For example, After month end - July 2024, and store it in a safe place.

[BCB:102:Limitless - 50 Accounts - Year End / Period End:ECB]