Year-End Processing Webinar Offered 2x to Fit Your Busy Schedule


It’s the end of the year, which means holiday parties, fabulous mulled wine, comfy sweaters, shopping, delicious desserts – oh, and of course tax forms and filing, document sharing with all your vendors and suppliers, year-end reporting, and closing out your Sage 100 modules in order. (Sigh.)

Let’s get your year-end processing completed in record time. Attend the free year-end processing webinar on one of the following two dates, and you’ll have the freedom to get back to your holiday celebrations faster than ever before. Hooray!

  • December 12, 2017, from 8:30 – 9:30 AM Pacific (Register here)
  • December 14, 2017, from 11:30 AM – 12:30 PM Pacific (Register here)

Need a Refresher on Year-End Processing?

If you’re not sure whether or not you should attend one of these webinars, think back on the steps you had to perform for year-end processing last year. You started with backups for your company data, and then you had to close all your Sage 100 modules in the correct order so that modules with data dependencies could properly share information.

For example, Sales Order posts to Inventory Management, Accounts Receivable, and General Ledger, so you had to prioritize closing Sales Order before Inventory Management, Accounts Receivable, or General Ledger. Other modules, such as Job Cost, shares invoices bi-directionally with Accounts Receivable, so you had to process transactions in both modules prior to closing either.

Performing the same steps this year can get tricky if you don’t remember the exact order you did everything in… and you certainly don’t want to be staying late at the office on New Year’s Eve as you rack your brain trying to recall which modules should be closed first. Luckily, year-end processing can be as easy as 1-2-3 if you prepare in advance with one of the webinars from ISM.

Whether you’re new to year-end processing in Sage 100 or you don’t quite remember the exact steps you’re supposed to follow, it’s a good idea to register for one of the two complimentary webinar sessions offered by ISM.

Additional Important Info for Year-End

The Q1 2018 Tax Table Update (TTU) and 2017 Interim Release Download (IRD) should be available for you to download during the third week of December. You’ll have to install all applicable product, 2017 IRD, and Sage 100 Federal and State eFiling and Reporting (Aatrix) year-end updates before you process W2, ACA, or 1099 forms for 2017.

Note that if you’re running Sage 100 2018, you no longer need to install Tax Table Updates.

Give Yourself Freedom to Enjoy the Season

The holiday season is too good to waste by spending your time trying to remember what order you need to follow to close out your Sage 100 system. That’s why the ISM team is offering two Year-End Processing webinars for your convenience.

All you have to do is pick your favorite time, attend the webinar (or watch the replay), take notes, and finish up your paperwork. Fast. When you’re done, you can pour yourself a glass of champagne because you just rocked another year at your business. Congratulations!


Register for your most convenient year-end processing webinar session, either on December 12 (8:30 AM) or December 14 (11:30 AM). We look forward to seeing you there!