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ICB Main Site -> Forum Home -> Technical Queries -> Sage Instant change of financial year
Sage Instant change of financial year
Sun 06 May 2012 01:39 PM
ruths
Associate CB.Cert
Practice Licence


7 posts
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! 
 
 
 
Sun 06 May 2012 05:32 PM
Stardoe

Stardoe

Associate CB.Cert PM.Dip
Practice Licence


175 posts
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    
      
 
 
 
Tue 08 May 2012 06:45 AM
ClaireTeam4

ClaireTeam4

Fellow
Practice Licence


53 posts
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
 
 
 
Tue 08 May 2012 01:35 PM
Caz
No Membership


26 posts
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           
 
 
 
Tue 08 May 2012 02:10 PM
Paul Beere

Paul Beere

Member CB.Dip PM.Dip
Practice Licence


1 post
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



______________________
Paul Beere Smile
 
 
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