Need a little extra help getting ready for year-end…who doesn’t?! That’s why we’ve enlisted the help of our in-house Sage 300 Construction and Real Estate experts! Join Sage pros for mini “prep sessions” on a variety of topics designed to help you get ready to close the books. These informal discussions will include a short overview followed by Q&A and, best of all, there is no fee to attend.
Miss a session? Don’t worry, you can access recorded Study Hall webinars on our video library.
Payroll
- Sage Study Hall: Setting up W2 formats and adding local taxes in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Friday, December 15, 2017 ON DEMAND
- How to set up W-2 formats
- How to set up a W-2 template
- What formulas are commonly used on a W-2
- Sage Study Hall: Setting up and entering bonus pay in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Friday, December 15, 2017 ON DEMAND
- How to set up bonus pays or supplemental wages to be taxed at a specific rate in US Payroll
- How to gross up a payroll check so the employer pays the employee FICA taxes
- How to enter a bonus pay or second sequence check and have only taxes calculate
- Sage Study Hall: Closing the year in Payroll and installing the tax update in Sage 300 CRE hosted by Gaylene Willis | Friday, December 8, 2017 | ON DEMAND
- How to close the year in payroll
- How to download and install payroll tax updates
- Common year-end payroll issues
- Sage Study Hall: Entering third-party sick pay in Sage 300 Construction and Real Estate hosted by Gaylene Willis | Thursday, December 14, 2017 | ON DEMAND
- How to add third-party sick pay and disability wages in Payroll
- How to add long-term third-party sick pay and disability wages in Payroll
- How to enter third-party sick pay when deductions are withheld
Affordable Care Act (ACA)
- Sage Study Hall: ACA and changing codes and amounts for employees in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Monday, December 18, 2017 – ON DEMAND
- How to change employee ACA data for the prior year
- How to set up ACA in Sage 300 Construction and Real Estate
Accounts Payable
- Sage Study Hall: Reconciling AP to GL and closing the year in AP for Sage 300 Construction and Real Estate hosted by Josh Gwalchmai Nov 27, 2017 | ON DEMAND
- Reconciling Accounts Payable to the General Ledger using Reports
- Closing the Accounts Payable year
- Closing the 1099 Accounts Payable year
General Ledger
- Sage Study Hall: Closing the Fiscal Year in Sage 300 Construction and Real Estate hosted by Jesse Gordon | Friday, December 1, 2017 | ON DEMAND
- Timing of year-end tasks for U.S. and Canada
- How to close the fiscal year in General Ledger
- Sage Study Hall: Troubleshooting financial balances and printing prior year reports in Sage 300 CRE hosted by Josh Gwalchmai | Monday, December 4, 2017 | ON DEMAND
- Common Causes of out of balance financial statements
- Troubleshooting out of balance financial statements
- Printing financial statements for prior years
- Sage Study Hall: Updating your Sage 300 Construction and Real Estate software for year end hosted by Raynette Grant | Thursday, December 7, 2017 | ON DEMAND
- Supported versions for year end
- How to upgrade and apply the year end updates to close the year: year end update, Aatrix download, payroll tax download
And don’t forget to bookmark the Sage Year-end Center for help at the busiest time of year! www.SageCity.com/YearEnd