As the financial year draws to a close, ensuring a smooth and accurate year-end process in Sage 200 is essential for every finance team. Join the itas experts for a practical, step-by-step session designed to help you prepare effectively, avoid common pitfalls, and get your accounts ready with confidence. Whether you’re closing your books for the first time or looking to streamline your existing process, this webinar will cover essential best practices, time-saving tips, and checks to make your year-end run efficiently.
About this Webinar
Why Attend?
Sage 200 continues to evolve — and the upcoming Year-End period is the perfect time to ensure your processes, reports, and reconciliations are in order. This webinar will guide you through best practices for closing your financial year in Sage 200, helping you streamline tasks, avoid common errors, and make the most of system tools available to you. Our experts will share practical tips and checklists to help your team complete year-end quickly, confidently, and accurately.
Who Should Attend?
This session is ideal for Finance Managers, Financial Controllers, Accountants, and System Administrators using Sage 200. It’s also valuable for Operations and IT Teams who support Sage 200 users and want to ensure smooth data management, accurate reporting, and ongoing system performance during year-end.
Speaker
Hosted by our experienced itas consultants, specialists in Sage 200 implementation and support, this session offers clear, hands-on guidance for your year-end process.
Our team will share insights drawn from real client scenarios, showing you how to tackle common challenges, check your ledgers, and prepare your system for a fresh start in the new financial year.
What to Expect?
You’ll experience a guided walkthrough of the entire year-end process in Sage 200, covering everything from preparation to post-close checks. The session will explore key reconciliations and data validation, how to manage your Nominal, Purchase, and Sales Ledgers effectively, and the best approach to handling stock and transaction cut-offs. You’ll also learn about archiving, backups, and the key reports to run before closing your financial year. Expect a focused and interactive session featuring live Q&A, practical examples, and expert advice tailored to your specific Sage 200 setup. Our consultants will provide clear explanations and actionable insights to help you make the most of this critical stage in your financial calendar.
Key Takeaways
By the end of this webinar, you’ll have a clear, step-by-step understanding of the Sage 200 year-end process — and the confidence to complete it efficiently. You’ll understand the essential tasks to complete before and after year-end, how to identify and resolve reconciliation issues, and the best practices for keeping your Sage 200 data clean, compliant, and ready for the new financial year. You’ll leave with a practical year-end checklist designed to streamline your close, reduce risk, and ensure your system is fully prepared for the year ahead.
Teams Webinar
This is a Microsoft Teams webinar, easy to join from any device, anywhere. Enjoy a live, interactive experience with Q&A, polls, and screen sharing, designed to make the session engaging and collaborative — whether you’re working remotely or in the office.
How to Access the Webinar
- Register for the event
- Check your email – After registering, you’ll receive a confirmation email with a Microsoft Teams link. A reminder email with the same link will also be sent before the event.
- Click the link at the start time – Simply click the link when the webinar is due to begin.
- Choose how to join –
- If you already use Microsoft Teams, the meeting will open as normal.
- If you don’t use Teams, just select “Join on the web” to open it in your browser. No download required.
- Pick your device – You can join on a laptop, desktop, tablet, or smartphone – whichever suits you best.
- Access the recording afterwards – The session will be recorded and shared with you, so you can revisit key points or share them with your team.
Countdown to Webinar
Don't Miss it - Registration Closes 25th OctoberShowtime!
Event FAQs
Yes. The webinar primarily focuses on Sage 200 Standard, but many of the year-end principles and recommendations also apply to Sage 200 Professional. Our consultants will highlight any key differences throughout the session.
Why choose itas as your Sage Intacct partner?
At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.
- We really know our stuff
- We take the hassle away with effective project management
- We help you get up and running quickly with training that delivers results
- We are good people to work with that genuinely care about your business
- We are just a phone call away with no automated queues
- We are big enough to deliver, but small enough to care
- We will ensure a smooth transition from your old platform to your new
The change to any new platform is a journey, and we will be on that journey with you, every step of the way.
