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Sage Instant change of financial year

  • Member PM.Dip
  • Practice Licence
  • 7 posts
  • # 82637

Hi I;m really hopeing someone can help

I have a client running Sage Instant version 14. They have always run their financial year to end of February but now want to make it end of March. I was hoping to change year end date after running the year end process but it remains 'greyed out'. anyone know how to get round this?

Many, many thanks! 

  • Member PM.Dip
  • Practice Licence
  • 194 posts
  • # 82643

Hi Ruth,

I don't think you can change the financial year start date in Sage Instants.  Once you have entered transactions this date is fixed.

You can send the data to Sage to get it changed, but this will probably cost quite a bit knowing Sage, or you can nip on over to the Sage forum www.sageforum.co.uk where under the Services Available section you should be able to find a Sage developer who can do the job for you at a fraction of the cost.  I think you will have to register before you can see the Services Available section, but this doesn't cost anything!  :-)

Hope this helps.

Pauline    
      

  • Practice Licence
  • 65 posts
  • # 82674

Sage Instant does not give you the facility to change your year end date.  It can be done on Sage 50, so if you can find someone who has a copy of Sage 50 which is the same version as your Sage instant they could do it for you.  Failing that it's a case of sending the data to Sage to be fixed which of course will cost you.

Claire

  • 30 posts
  • # 82692

Hi Ruths


I have an older version 14 of Sage50 Accounts and could probably re-install it and do this excercise for you.  However, for it to work properly my version has to be exactly the same or older than the one your client is using.


If you email me the EXACT version of the instant package I will be able to tell you whether or not I can do this for you.


In Sage Instant, click on [Help] and then [About] and email me the exact version number which appears on this screen...  it's likely to be something like 14.011.016  or similar.


My email address is cbarbour@btinternet.com


Thanks

Caz  Smile           

  • Member PM.Dip
  • Practice Licence
  • 1 post
  • # 82695

ruthssaid:

“Hi I;m really hopeing someone can help

I have a client running Sage Instant version 14. They have always run their financial year to end of February but now want to make it end of March. I was hoping to change year end date after running the year end process but it remains 'greyed out'. anyone know how to get round this?

Many, many thanks! ”

Hi Ruth

If you are stuck send a backup to me and I will change the year end and send it back.

I will need to know the version number as well but in any event the updates are free so you can get the client onto the latest version of v14 (v2008) at no additional cost.

Are you extending the current year to 31 March 2012 or starting the year 1st March 2012 to end 31 March 2013?

Kind regards
Paul

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