Day-End Procedures

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Sage Accpac ERP

Shared by: David Lee
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3/9/2010
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Sage Accpac ERP Date

Day-End Procedures Completed by









Perform the following daily procedures in the given order:



ePOS



Enter and post sales receipts and returns.

Perform cash-out.

Print transaction reports.

Order Entry



Print posting journals.

Print G/L Transactions report.

Create G/L batches.

Print audit and analytical reports.

Purchase Orders



Print posting journals.

Print G/L transaction listings.

Create G/L batches.

Print audit and analytical reports.

Project and Job Costing



Print transaction listings and G/L Transactions report..

Print posting journals.

Create G/L batches.

Inventory Control



Enter and post daily transactions.

Print transaction listings.

Run Day End Processing.

Create G/L batches.

U.S. / Canadian Payroll



Enter timecards.

Enter and process manual checks, as necessary.

Print the Payroll G/L Transactions report.

Create G/L batches.









Page 1 of 2 Filename: DAY-END PROCEDURES.PDF

Sage Accpac ERP Date

Day-End Procedures Completed by









Accounts Receivable



Print batch listings.

Post all batches, except batches of debit notes sent from ePOS.

Run the ePOS Clearing Macro, then post debit notes from ePOS.

Print the G/L Transactions report.

Print and file all posting journals.

Create G/L batches.



Accounts Payable



Post all batches, including batches sent from ePOS.

Print any outstanding batch listings.

Print the G/L Transactions report.

Print and file all posting journals.

Create G/L batches.

General Ledger



Post batches created in General Ledger and batches sent from other Sage Accpac

programs.

Print transaction listings and source journals.









Page 2 of 2 Filename: DAY-END PROCEDURES.PDF


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