Sage 50 Year End Checklist

After you have closed the current year, you will no longer be able to add, edit, or delete transactions for that year. Another flag can be set to open the next. Carlo: This is a great checklist for year end processing, however, it should be tailored directly to the specific company needs. Introduction. From navigation to completing important processes like Payroll Year End, we cater for all Sage 50 Payroll training needs and requirements. 0 Pre-release Notice June 05, 2019; Sage 50 US End of Year Checklist November 15, 2018; IDT announces partnership with Anvizent August 14, 2018. Is your financial year end coming up soon? To some this can be a daunting task. Sage knows how the Budget Speech will affect your bottom line, so we've provided you with Budget Speech updates, insights, changes and tools - keeping you in the know. The submission of a P14/P35 is no longer required however under RTI there are some subtle differences to be aware of. The Year End Review (PIER) Report. Part of Sage 50 Accounts For Dummies Cheat Sheet. Your Profit and Loss balances clear, your financial year start date advances by a year and your records update. From €139 +VAT. Tel: 051-395900 support@pimbrook. After doing year end closes for many, many years, I developed a methodology and an order to achieve a successful year end close. Attached to this email is a 1099 Checklist which should assist you with any 1099 Year End questions which you might have. What does Tax Year-End mean for your business? The 2019/2020 Budget Speech was announced by Finance Minister Tito Mboweni on 20 February 2019. After you have closed the current year, you will no longer be able to add, edit, or delete transactions for that year. Sage Line 50 v9. (Please note that period 13 is not available in Sage Pastel Xpress). We offer full on-site and remote support services, to enable you to set up the parameters correctly and get the most out of this software. More Information. This report is to prepare your business' official accounting statements at the end of its fiscal year. Win the year-end reporting race and get a head start on the New Year requirements. Most organizations will run the year-end close process multiple times. Running your Sage 50 year end routine is simple and takes care of all your financial year end accounting. How to run Year End in Sage 50 Accounts - Quick Guide. Ensure adequate payroll supplies to complete the year and to begin the new year, including blank checks, payroll forms and blank Forms W-2. Step 2: Fixed Asset year-end procedures. Ditto for your Sage 50 accounting data. Canadian Payroll Year-End / New Year Checklist FUNDAMENTAL START-UP Create a year-end reference file or folder to document your business' filing procedures. Having done so check the Profit & Loss and Balance Sheet figures are satisfactory. Checklists provide step by step guidelines to complete payroll processes. Most charities opt for the government financial year, which runs from April to March. Completed Tip: Don't forget, you can access your full interactive guide to payroll year end in your software. If your clients' expense reports aren't perfectly compiled, you're guaranteed to have a big headache. But don't worry, Sage One makes it as easy as possible. Working alongside our knowledgeable Sage support team we have compiled a preparation checklist to make this process simple and stress free using Sage 200. Payroll Year-End Procedures. Enter a lock date to prevent posting further transactions into the previous month - Sage Accounts 2012 (v18) and above. Please consult your accounting or legal professional. Year End Guide Welcome to your 12Pay Year-end Guide for 2018/2019. Get the skills you need to become a confident Sage 50 user within as little as six hours. You may now carry on with the month end procedures from this point onward. Schedule any special bonus payrolls for the current year. Find answers in our fully packed financial year end guide to learn how to close off the your financial year in Sage One. What should I do before the end of the year to help with my finances? ($23,000 if you're 50 or older or will be by the end of the year), and you have until. You do not need to produce any journals or move values to your profit and loss account. Payroll Year End Guide 2017/2018 Part 2 - Run the year end 2. Payroll year end checklist: Here's what your business needs to do. Payroll year end dates to be aware of. General Ledger Year-End Checklist. Hopefully, this year-end checklist has inspired you to get to it and made your business planning easier. At the end of each fiscal year, it is recommended to do the following:. Helpful Hint! If you are completing the Sage 50 Practice Set, you are asked to prepare a bank reconciliation of the Checking Account. Hi and welcome to the forums. You should end up with 4 main reports and (if you are VAT registered) an extra 4 VAT reports. Adagio Payables: Tax Rebates in Payables 9. Contributions from the owner increases capital, hence added to the capital balance. Use this pre-built Month-End Close checklist to ensure consistent execution of close activities. If your company records payroll transactions in Sage 50, payroll year-end procedures consist of the following: Install the latest Sage 50 tax service update (must be subscribed to a Sage Business Care plan. Note: A report is produced showing the credit and debit year to date values for each account and the value of the entry made to the account for Profit and Loss. A financial year is any 12-month operating period, chosen by the charity, starting in any month in the calendar year and ending 12 months later. Two of my favorite accounting systems are Sage One and Sage 50. Whoever said using Sage had to be difficult? Take control of your finances by following this simple step-by-step guide to installing software, creating accounts, invoicing customers and much more for your small business in the U. Order forms and guides or locate on the CRA website the same forms and guides as required for year-end and new-year filing. We always do our best to make sure that the information is correct at the time of writing but as it is general guidance, no guarantees can be made concerning its accuracy at the time you use it or its suitability for your particular needs. Only you can determine how many sets of year-end backups and archives are necessary. Payroll year end is approaching but there's no need to panic. A step-by-step compliance guide to each pay period, month and calendar quarter of the year Claim your FREE copy of Payroll Checklist: A step-by-step compliance guide to each pay period, month and calendar quarter of the year!. Do you ever feel overwhelmed trying to remember everything you need to do to close out the books for the year? QuickBooks makes that process easier by giving you an interactive Year-End Guide and checklist right inside QuickBooks. This seminar includes the Legislative update seminar. Once you have prepared by posting your final transactions of the year and printed out the required reports, you are ready to run the Year End option. Use the Monthly Processing Checklist to ensure that all tasks are done on a monthly basis. Checklists provide step by step guidelines to complete payroll processes. Book any earnings and/or interest on investments and receivables. Go to File > Edit Company. This report should be retained for auditing purposes. Some of the reports being suggested are duplicating the same transactions as in other reports thus killing an unreasonable number of trees. Make 12 copies of this form. Sage are here to help guide you through your Payroll Year End. Sage line 50 and Sage instant year end checklist December 1, 2010 / 1 Comment / in Sage / by admin Running a year end in sage can be confusing and cause issues if not run correctly. To access this checklist: simply go to Help>Year-End. Often times the CPA will have access to Xero, and will make end of year closing entries on their own. Combine that with the tools MAS gives us to insure that we log. To do this, open the Tools menu, choose Options then click the View tab. Hi and welcome to the forums. x use the File - Run SVDATA trick). This Reference Guide for Accountants has been created to help you and your clients prepare and plan for year-end needs. Users of the financial. Place them in the Month End binder, one for each month, and the system administrator will complete this checklist each month when the modules are closed. You may now carry on with the month end procedures from this point onward. Despite year-ends being the source of numerous sleepless nights and headaches, they are also the most important reports for any business to issue. Can the client continue to enter the next years transactions before the year end. This report should be retained for auditing purposes. Whether it's onsite, at your premises or ours, classroom-based, remote access or even self-study, we have the right solution for you. Please consult your accounting or legal professional. This topic describes the required setup and steps for running the general ledger year-end close process. If your company records payroll transactions in Sage 50, payroll year-end procedures consist of the following: Install the latest Sage 50 tax service update (must be subscribed to a Sage Business Care plan. ___ The Accounts Receivable system date is set to the last day of your fiscal year. The second covers 'additional areas' that you should review and either enter on Sage. Sage 50cloud Accounts eLearning. Another flag can be set to open the next. Below is a simple, step by step, foolproof guide to running your year end routine on Sage accountancy software. The functionality of Sage 100 is tremendous. To make room for your new year's worth of data, you have to do some cleanup of your "old" data, which has long since fallen off of the virtual tree and is taking up unnecessary space. com peachtree support, peachtree consultant, sage peachtree support, sage peachtree consultant, Peachtree Year End, Sage Year End, Year End Checklist, Sage Consultant, Peachtree Consultant, Peachtree Software. There is no formal period end closing in Sage 50 within an open fiscal year. Some of the reports being suggested are duplicating the same transactions as in other reports thus killing an unreasonable number of trees. If your VAT quarters are not aligned with your trading year, then we shall need 5 VAT reports to ensure that the whole year is covered. I am new to Sage Line 50 and am just approaching the year end of a new client. The problem? Clients' expense reports are never perfect. Sage 50cloud Accounts eLearning is a flexible online course meaning you can log on and learn whenever and wherever you like. Personally I wait until the middle of the next month so I can be sure I have received all of the purchase invoices from suppliers, then I do the following reports instead;. How to view yearly turnover with a supplier. There are, however, several important steps that we recommend all users should complete before issuing and filing financial statements for that period. For many businesses, that's the end of the calendar year too. Enter a lock date to prevent posting further transactions into the previous month - Sage Accounts 2012 (v18) and above. Payroll year end is approaching but there's no need to panic. Month End checklist Preparing for the Month End Ensure all transactions have been posted for this period. For example, if your. Backed up your Sage 50 Payroll data: Click File, then click Backup. Sage knows how the Budget Speech will affect your bottom line, so we've provided you with Budget Speech updates, insights, changes and tools - keeping you in the know. Remember the words to that immortal song "Making a List and checking it Twice …" Don't be naughty - use a. Note: Since the company started in December 1, 2017, the beginning balance of the capital account is zero. This documentation will guide users through the information required in order to successfully go through the Year End procedure within Sage Line 50. Take a look at our year-end closing checklist. [Note: Currently, this program is broken in all versions of MAS through 4. The Sage University and Sage City offer a wealth of information, so that you may not need to contact Customer Service. Payroll year end checklist: Here's what your business needs to do. Sage 200 Support Year End of Year Checklist. 1 Review your employees' P11 values You can process your year end in Sage in just three simple steps. A question I am often asked is "I have done my own small business bookkeeping throughout the year. If you encounter any difficulties, please email: support@12Pay. Sage line 50 and Sage instant year end checklist December 1, 2010 / 1 Comment / in Sage / by admin Running a year end in sage can be confusing and cause issues if not run correctly. 40; however, Sage has assured me that it works in version 4. For many businesses, that's the end of the calendar year too. Year-End Survival Checklist Admin / Uncategorized / 0 Comments There's no doubt the holidays are the most wonderful time of the year, but once the celebrations are over, that tune quickly changes. Sage Year-End Checklist To assist you in preparing for year end the following checklist might be helpful. It is real easy to track vendors and make changes as needed. Payroll Year End Guide 2017/2018 Part 2 - Run the year end 2. Use Sage Business Cloud Payroll so you've got everything you need for Payroll Year End backed up in the cloud. 2B Minimize check. Best practices followed by veteran Sage 100 users say to create a backup of your data before the year end close (In version 4. Do you ever feel overwhelmed trying to remember everything you need to do to close out the books for the year? QuickBooks makes that process easier by giving you an interactive Year-End Guide and checklist right inside QuickBooks. Adagio GridView: Adagio Data Dictionary Export Tool. Note: This answer assumes you have the Process Map switched off. The end of the year is always a scramble to meet year-end deadlines, from straightening out your clients' books to identifying tax incentives for them to take advantage of. Proper period end closing procedures can prevent headaches down the road if followed consistently. checklist of tasks in finalising year ending 31. TIP: How to Correct an Out of Balance General Ledger. We are pleased to issue you with your Year End Guide for 2013. Before you submit your end of year return to HMRC, you must review your employees' pay to make sure their values are correct. Sage 50 's Year-End wizard prompts you for completion of any uncompleted year-end tasks. For this reason, we have included a checklist of things you need to check prior to completing the year end. The Month End is an optional procedure which you can use to: Clear the month to date turnover values from your customer and supplier records. AUSTRALIAN PAYROLL ASSOCIATION'S END OF YEAR SEMINAR WILL COVER EVERYTHING YOU NEED TO KNOW FOR 2019/20. How to view yearly turnover with a supplier Summary. This ensures that you do not encounter any problems and that all the reports are in sync. I say 'foolproof' with confidence - I was given this list of steps several years ago now, and it has never let me down, and when it comes to IT malarkey I'm the biggest 'fool' of them all. The submission of a P14/P35 is no longer required however under RTI there are some subtle differences to be aware of. Options is incremented automatically at the completion of Period End Processing. Is your financial year end coming up soon? To some this can be a daunting task. For many businesses, that's the end of the calendar year too. year-endclose(archiving) fiscal-yearchecklist12 generalledger12 payroll5 preparation4 vendor1099s8 year-endwizard13,16 finishclosingtasks16 preparationforclosingbooks13 yearend calendaryear1 generalledger11 moreabout1 preparation9. This video explains how to run a year end in Sage Accounts and includes the following areas:. Happy closing!. this video takes you through the steps of running a year end in Sage 50 accounts version 2014. What decisions do you need to make regarding business planning? What do you owe and what are you owed? When you first set up your business, you must define your year-end date for tax reporting purposes. Users of the financial. It helps you keep track of your finances - managing your cash flow, profitability, preparing and submitting VAT returns and your year-end accounts. Contractor software may be used only in accord ance with the Sage 100 Contractor End Fiscal year end date. With an effective accounting system in place, you'll be able to stay organized, track your profitability and make adjustments proactively before year-end. In Sage 200c, you can process transactions that are dated in your new year, before running the year end process. Step 4: Add additional contributions. Amend the Global Settings as required then click OK. ] So, now that you have a better understanding of the various dates used by MAS, you are now better equipped to insure that your accounting data posts to the correct period in the general ledger. 2013 Sage Evolution Year End Guide 3 INTRODUCTION We understand the overwhelming challenge of running a Year End, having to ensure that the whole year's accounts are prepared correctly, and that your financial records are completed for auditing. • At year end, it also clears the year-to-date Sales History files for each item. Year-End Financial To-Do List. Roffe Swayne news & articles will keep you informed of the latest accountancy, business & tax news that may affect you, your business & your tax planning. Click here to download your year-end checklist. At the end of each fiscal year, it is recommended to do the following:. Note: This answer assumes you have the Process Map switched off. Sage Line 50 v9. Year-End Tip: Copying Your Sage 50 Company Data vs Archiving Since Sage 50/Peachtree allows you to have two years open, this is the time of year when most people close out the prior year so they will be ready to go for next year. Payroll year end dates to be aware of. Payroll Year End. If you are running the full accounts system there are various procedures you have to go through at the end of a financial period (in Platinum this is one calendar month) to produce your end of month reports and to allow you to close off a period and move into the. I have one in my head. It helps you keep track of your finances - managing your cash flow, profitability, preparing and submitting VAT returns and your year-end accounts. 10 Sage 50 Payroll year end guide Check you have enough P60s for all your employees By 31 May 2018, Preparation checklist: If applicable, I've submitted my EPS. uk Contents. Happy closing!. What information does my accountant need?" Your accountant will need the following small business bookkeeping information packaged in an organized fashion. Once you have prepared by posting your final transactions of the year and printed out the required reports, you are ready to run the Year End option. The whole month end closing process is guided by a month end closing checklist or a fully detailed operating manual. Sage 50 Payroll Training Manuals. Year-End Survival Checklist There's no doubt the holidays are the most wonderful time of the year, but once the celebrations are over, that tune quickly changes. Page 1 of 3 Step 1: Complete all transactions for the year Before you run your final financial reports, all transactions must be completed for that year. But as a small business owner, you have even more things to worry about before January 1. Ensure that you are asking Sage to produce reports which cover only the specific trading period that we are working on. Things to consider. There is a month end facility within sage which you can run, it just depends how exactly your company is set up. It is real easy to track vendors and make changes as needed. You may now carry on with the month end procedures from this point onward. Happy closing!. At the end of the month, accountants are tasked with ensuring all of the transactions for that month have been processed and are reported accurately. Go to File > Edit Company. From navigation to completing important processes like Payroll Year End, we cater for all Sage 50 Payroll training needs and requirements. Some of the key dates around payroll year end have been highlighted above but here they are again along with some other payroll dates that you need to be aware of. Ditto for your Sage 50 accounting data. You may also book a consultation. Use the Remove Refused/Closed Jobs window to select and remove jobs with a Closed or Refused status from your current company. Ensure that you are asking Sage to produce reports which cover only the specific trading period that we are working on. Once the year-end processing has been completed, all of the temporary accounts have been emptied and therefore "closed" for the current fiscal year. How Do I Payroll Year-End Checklist. In addition to updates to Sage-maintained payroll tax formulas, the payroll tax solution includes updated vendor 1099 forms and other maintenance changes that may affect the current and new fiscal year as well as the payroll tax year. This comprehensive checklist covers all tasks that need to be completed by close, and is included in the month-end close documents. Year-End Survival Checklist There's no doubt the holidays are the most wonderful time of the year, but once the celebrations are over, that tune quickly changes. Schedule payroll dates, reporting, and monthly/quarterly/year-end close dates for the fiscal year ahead. Sage 50 's Year-End wizard prompts you for completion of any uncompleted year-end tasks. When it comes to wrapping up the year for your business, you need to close your books. Payroll Year End. From the toolbar, simply click Help Centre then select Payroll. Year End checklist will be completed. It's worth adding these to your calendar (if you haven't got them in there already). US GAAP Checklist. For many businesses, that's the end of the calendar year too. Do you need help closing your Year End in Sage Peachtree or creating a checklist of all the tasks you need to finish at the end of each year in Peachtree? We are here to help. Year End Guide Welcome to your 12Pay Year-end Guide for 2018/2019. Use the Weekly Processing Checklist to ensure that all tasks are done on a weekly and biweekly basis. Contributions from the owner increases capital, hence added to the capital balance. If you do wish to print, check Print for the desired reports, then click Next. Year-End Survival Checklist There's no doubt the holidays are the most wonderful time of the year, but once the celebrations are over, that tune quickly changes. Stay Up to Date on the Latest Sports Cards, Memorabilia, Fan Apparel and Entertainment Collectibles Product Information, Checklists, Articles and Coverage, as well as Newsletter Exclusive Content and Contests. Sage Year-End Checklist To assist you in preparing for year end the following checklist might be helpful. Sage line 50 and Sage instant year end checklist December 1, 2010 / 1 Comment / in Sage / by admin Running a year end in sage can be confusing and cause issues if not run correctly. Hi, we're running Sage Line 50 2007 and one of the adming guys needs to complete the end year process in order to get information across to our accountants. Sage 50 Payroll Training. Before you submit your end of year return to HMRC, you must review your employees' pay to make sure their values are correct. As the new year quickly approaches you should be gearing up to close your year and head into 2019. Sage Line 50 v9. This video explains how to run a year end in Sage Accounts and includes the following areas:. We use single company SAGE LINE 50. Request any special reports needed for year end. Sage City What is Sage City? It is an online community offering forums to discuss both Sage solutions as well as current topics and industry challenges. Sage 50 allows you to keep two years of your company's information open at one time. You may now carry on with the month end procedures from this point onward. this video takes you through the steps of running a year end in Sage 50 accounts version 2014. At the Year End. 0 Pre-release Notice June 05, 2019; Sage 50 US End of Year Checklist November 15, 2018; IDT announces partnership with Anvizent August 14, 2018. There are predefined or custom designed schedules that have to be completed as a part of month end closing process. Ask Sage resources are written as general rather than specific guidance to assist all of our customers. Queue Associates' team believes that a critical part of this planning process is to assess whether you are on a supported version of …. This checklist will help. SAGE UNIVERSITY Implementation Plan Checklist. From €139 +VAT. The year-end procedure is a simple process. Restore the original checklists that come with Sage 50 Accounting. 0 Pre-release Notice June 05, 2019; Sage 50 US End of Year Checklist November 15, 2018; IDT announces partnership with Anvizent August 14, 2018. Do you ever feel overwhelmed trying to remember everything you need to do to close out the books for the year? QuickBooks makes that process easier by giving you an interactive Year-End Guide and checklist right inside QuickBooks. Make all necessary additions, changes, and dispositions of assets you have set up. Closing out the end of the year is a daunting task, but it is manageable if you keep and follow a checklist. Year end checklist for a small business. Despite year-ends being the source of numerous sleepless nights and headaches, they are also the most important reports for any business to issue. Ensure all receipts and payments are recorded for all bank. This documentation will guide users through the information required in order to successfully go through the Year End procedure within Sage Line 50. We have recently published a series of guides to help with Payroll Year End 2017-18. Happy closing!. Year-End Reports Your business must also complete a year-end report for its accounting records. From the toolbar, simply click Help Centre then select Payroll. 2B Minimize check. This video explains how to run a year end in Sage Accounts and includes the following areas:. How to produce valuable management accounts using Sage Line 50 Tuesday, 11th March, 2014 Sage Line 50 can be customised to produce a wide range of management accounting information at a click at of a button. End-of-the-month accounting procedures are the tasks required to ensure that all of a small business' financial records are balanced before the start of a new month. Month End Close Checklist One of the most critical things in establishing and maintaining the viability of your organization's financial system is the proper handling of accounting matters at the end of a reporting month. Verify that your state unemployment wage limit and percentage rates. I have one in my head. Completed Tip: Don't forget, you can access your full interactive guide to payroll year end in your software. 2A Company Profile Changes. Sage 50 Payroll Training Manuals. this video takes you through the steps of running a year end in Sage 50 accounts version 2014. Create a checklist. Once you have prepared by posting your final transactions of the year and printed out the required reports, you are ready to run the Year End option. This guide will help you to prepare and run a year end procedure in Sage 50 Accounts. Request any special reports needed for year end. TIP: How to Correct an Out of Balance General Ledger. For many businesses, that's the end of the calendar year too. Best practices followed by veteran Sage 100 users say to create a backup of your data before the year end close (In version 4. To assist you with this task, you will be provided with the previous month's bank reconciliation statement (prepared manually) and the current month's bank statement. Thank you for downloading your PYE Guide - Visit our Tips & Advice section for even more free content. How to Record Opening and Closing Stock By using Opening \ Closing journals you can accurately record the amount of stock used in the relevant period. x use the File - Run SVDATA trick). List of accounts receivable at year end. Book any earnings and/or interest on investments and receivables. support@sage. Sage City What is Sage City? It is an online community offering forums to discuss both Sage solutions as well as current topics and industry challenges. At the Year End. Up to 5 April. **** We recommend reconciling the Inventory Valuation Report against the inventory value in the general ledger prior to performing period end processing. How Do I Payroll Year-End Checklist. Sage 50 Payroll Training. Schedule any special bonus payrolls for the current year. US GAAP Checklist. checklist of tasks in finalising year ending 31. Your financial year end or your accounting is a critical date on your business calendar. After you have closed the current year, you will no longer be able to add, edit, or delete transactions for that year. How Do I Payroll Year-End Checklist. Most organizations will run the year-end close process multiple times. Before you submit your end of year return to HMRC, you must review your employees' pay to make sure their values are correct. When it come to stationery, we have something for every business. Payroll year end checklist: Here's what your business needs to do. Year-End Survival Checklist There's no doubt the holidays are the most wonderful time of the year, but once the celebrations are over, that tune quickly changes. 40; however, Sage has assured me that it works in version 4. There are predefined or custom designed schedules that have to be completed as a part of month end closing process. This procedure sheet serves as a sample checklist for month-end closing and year end closing. TIP: Year end checklists for all modules can be viewed onscreen and are accessible from the Sage 100 Help section of the software. Hi Satish, please change the runned to run on point three Hi AZTech, We have made some changes to this guide and also incorporated your statement, thank you for pointing it out!. Sage Master Builder provides checklists for each closing method: Calendar year-end close checklist - Payroll and 1099s (closes on 12/31). If your company records payroll transactions in Sage 50, payroll year-end procedures consist of the following: Install the latest Sage 50 tax service update (must be subscribed to a Sage Business Care plan. These tasks are over and above your daily and weekly bookkeeping tasks. Sage Year End Having used Sage for many years and then transferred to TAS Books, I agree with Euan that TAS is so much easier and flexible. This topic describes the required setup and steps for running the general ledger year-end close process. TIP: Year end checklists for all modules can be viewed onscreen and are accessible from the Sage 100 Help section of the software. The end of year process is made very simple and Sage sends out a year end checklist so that you don't forget anything. Sage knows how the Budget Speech will affect your bottom line, so we've provided you with Budget Speech updates, insights, changes and tools - keeping you in the know. Happy closing!. But as a small business owner, you have even more things to worry about before January 1. Use their P45 (or starter checklist, which replaced the P46) to get information from your new employee, set them up on your payroll software, tell HMRC. For example, if your. Payroll year end dates to be aware of. Make use of this basic checklist to ensure that you follow a routine and cover all the bases when preparing your monthly accounts:. Sage Business Cloud Payroll lets you can take total control of your company's payroll, anytime and anywhere. We are pleased to issue you with your Year End Guide for 2013. Do you need help closing your Year End in Sage Peachtree or creating a checklist of all the tasks you need to finish at the end of each year in Peachtree? We are here to help. (Please note that period 13 is not available in Sage Pastel Xpress). Step 17: Close Your Books. Note: You must have Supervisor permissions and exclusive company access to open this window. Not making a backup company at year end.