Close payroll and archive

If you enter transactions between closing accounting and closing payroll, create separate backups and archives of the accounting and payroll. This ensures you have permanent records of all your data.

Before you begin to close your payroll, make sure that you are in your current company and not in your general ledger archive company.

Important! You cannot enter payroll data that has check dates in the new calendar year until payroll for the previous year is closed.

Back up and verification

Back up and verify two copies of your Sage 100 Contractor data. Put one copy in a safe storage area. Make at least one of your backups on a separate removable storage device.

Note: You can use this back-up to verify data integrity if you have to close again.

Designate your archive, select employee removal options, and close year

1. Open 5-3-8 Close Payroll Year, and enter a name for the archive. There are different ways to name your payroll archive company file. We suggest including the following information. For example: 2013 Payroll [Your Company Name]. </li>
• The year of the archive file.
• The type of archive file you are making.
• The name of the company.
2. Select employee removal options.
3. Click Close Payroll.

Notes:  

During close, the program removes all 5-2-2 Payroll Records and resets all employee year-to-date totals.

The payroll archive company is different than the general ledger archive company.

Rebuild indexes and tables

Open 7-4 Rebuild Indexes, select Options > Rebuild All Tables, and then click Start.

Note: The program is now in the new payroll year.