Wrap Up Your Sage 100 Contractor and Sage 300 CRE Year-End Efficiently

1. Payroll issues that include errors with earnings states and inaccurate calculations
2. Year-end software upgrades

These all have to be corrected prior to W-2 reporting deadlines. Thankfully, Sage provides a year-end software upgrade for the two most recent versions of Sage 100 Contractor and Sage 300 CRE in order for clients to be compliant with their year-end objectives. Here’s the top five ways you can get ready for year-end:

1. Create a year-end timeline and give yourself some benchmark dates and milestones. Make sure to build in lead time for unanticipated roadblocks such as your own internal resources. Once you have this completed, you can get in touch with our client services team to schedule time to get you through the thick of it.
2. Implement monthly and quarterly data verification and reconciliation checks. This helps you identify and correct issues on a recurrent basis so you can catch issues early. Before you know it, you’ll be on your way to accurately reporting throughout the year.
3. Coordinate and schedule software updates for year-end in September and October for success in December and January. We can’t stress this enough! Waiting until the last minute to schedule updates can be a nightmare, especially when availability for all parties is key.
4. Coordinate and schedule software updates for year-end in September and October for success in December and January. We can’t stress this enough! Waiting until the last minute to schedule updates can be a nightmare, especially when availability for all parties is key.
5. Get in touch with us to update your contact information. We’ll get you the right information and make sure you receive critical year-end communications from us.
6. Last, but definitely not least, sign up for our year-end toolkit. This toolkit is packed full of tutorials, how-to’s, and helpful tips for getting the most out of your software during year-end!