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• # 80317
• Thu 01 Mar 2012 09:20 PM

Hi there, 

it's my first time on this forum, and I'm hoping for some advice please on changing the Year End in Sage. My client's accountant had just informed me that the year end that was registered for my client is different to the one we have been working on!! My year end is 31st July 2011, but the year end registered with Companies House is 31st August 2011.

I was always under the impression that once the year end is fixed in Sage that's it. Is there any way of changing it without losing information? I have looked on Sage and there are lots of warnings that if the year end is changed data will be lost. (I haven't got Sage Support so cannot get them to do it for me)

Has anyone else had to do this? And if so, how? The accountant has told me it's as simple as just changing the year end  and that's it. But I've got a feeling this isn't all that's involved.

I would really welcome some advice.

Thank you 

 

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• # 80322
• Thu 01 Mar 2012 11:05 PM

The first step is to take a backup, or better again take two backups on different discs or drives. Run the check data in 'file-maintenance'. Changing the date of the financial year is as easy as going to 'settings-financial year', and change the date.
The result will be losing all prior years information, but shouldn't affect the current year stuff. If you have all the reports printed and the accountant is happy he doesn't need anything from the prior years carry on and change the date as mentioned above. If things for some reason don't go according to plan you can always change the date back and restore the old data from your backup, no harm done. Just make sure you are backing up everything, it can be set to only backup certain elements of it.
I hope this helps, if you need more information reply here, but as long as you have your backups, multiple copies preferably, you have nothing to lose by trying it.

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