Year end guide

Year-End Self-Service Upgrade

Back to the Year-End hub

Software Upgrade Risk Acknowledgment

By choosing to perform the software upgrade using Bangert, Inc.’s instructions on your own, you accept full responsibility for the outcome. Bangert, Inc. is not liable for any damage, data loss, or issues resulting from the upgrade. If unsure, please schedule your upgrade with Bangert. By proceeding, you acknowledge and accept these risks.

Disclaimer – These training videos were recorded using Version 24 (Year-End 2024) of the software. While the version number shown in the videos may differ, the steps, features, and processes remain the same in newer releases. Please ensure you are working on the current year-end version of the software when following along.

Sage 300 CRE

  • 01 | Do I Need to Upgrade Sage 300 CRE

  • 02 | Year-End Key Events

  • 03 | Finding Answers Current – Version System Requirements

  • 04 | Picking Time to Upgrade

  • 05 | Updating Tax Tables

  • 06 | Upgrade Process – Download Update

  • 07 | Upgrade Process – Backups

  • 08a | Upgrade Process – Server Actian Zen Database and Sage 300 CRE Install

  • 08b | Activate Actian Zen 15 Server Database Engine

  • 09 | Upgrade Process – Upgrade Data on the Server

  • 10 | Upgrade Process – Workstation Installs

Trustpilot4.9/5.0 Based on 233 reviews

Tired of the Year-End Hassle?

Make Year-End a breeze with the industry-leading cloud ERP, Sage Intacct Construction + Sage Guided Success. Say goodbye to the days of intricate Year-End Updates and request a demo from our experts:

See It In Action