Not ready to do year-end as many more transactions to enter - but need to produce invoices in 2014 for ongoing business, but it won't let me

Hi there

I have had gone from Simply 2010 to Sage 2013 and received any updates along the way.  Unfortunately, the person who entered the first 4 months into the system forgot to turn-on the HST report, so I had to do a huge-long manual exercise to try to come-up with appropriate numbers for my reporting period... I then saw other issues so decided in June 2013 to 'start a new company' and perform the huge task of re-entering all data from Jan. 2013.  As a one staff operation... I have done my best to keep up-to-date with entries, however still have several to complete before I can do a year-end.

In the meantime... I need to carry on and invoice customers, etc... but, it won't let me go past Dec. 2013. Yikes... Please help me figure this out, as I now have no revenues coming in as I cannot do invoicing and/or payments for that matter which is putting me behind for 2014 now.

I also have an issue with the reconciliation. I'll ask under separate subject line. thanks

Wendy

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    I'm not sure when your fiscal year end is but there is also a payroll year end which is Dec31/13. If this is not your fiscal year end and you are finished/reconciled with payroll for the 2013 year then do a backup or Save As and call it something like Company Name 2013 Payroll Year. Then go back into your regular data files and move the date into Jan1/14.

    Since you said you are starting over from scratch from Jan2013 then likely your fiscal year end is also Dec31/13. Then there are 2 things you can do ( my choice would be the first option due to amount of work you still have to do)

    You could do another backup or Save As and call it Company Name Dec31/13 Fiscal YE then go back into your regular data, move then date into Jan1/14 and click on No to not clear out records and continue as before to post into 2013 which will also have a popup everytime stating that you are posting into previous year which you will click on OK or Yes, and you can also keep up to date with posting current fiscal year invoices payments etc.

    OR

    You could do another Save As and call it Company Name Invoice Printing Only - then you can move this new company into the new year and start posting and  printing ONLY sales your invoices along with posting payments rec'd for those invoices. You would continue with your catchup work in your regular data . However when you are caught up then you will have to repost all the sales invoices/payments from the other data files into your regular data files - they can't be imported. This is ok if you will only have a few invoices to print off for new year.

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  • 0

    I'm not sure when your fiscal year end is but there is also a payroll year end which is Dec31/13. If this is not your fiscal year end and you are finished/reconciled with payroll for the 2013 year then do a backup or Save As and call it something like Company Name 2013 Payroll Year. Then go back into your regular data files and move the date into Jan1/14.

    Since you said you are starting over from scratch from Jan2013 then likely your fiscal year end is also Dec31/13. Then there are 2 things you can do ( my choice would be the first option due to amount of work you still have to do)

    You could do another backup or Save As and call it Company Name Dec31/13 Fiscal YE then go back into your regular data, move then date into Jan1/14 and click on No to not clear out records and continue as before to post into 2013 which will also have a popup everytime stating that you are posting into previous year which you will click on OK or Yes, and you can also keep up to date with posting current fiscal year invoices payments etc.

    OR

    You could do another Save As and call it Company Name Invoice Printing Only - then you can move this new company into the new year and start posting and  printing ONLY sales your invoices along with posting payments rec'd for those invoices. You would continue with your catchup work in your regular data . However when you are caught up then you will have to repost all the sales invoices/payments from the other data files into your regular data files - they can't be imported. This is ok if you will only have a few invoices to print off for new year.

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