Sage 200 UKI Ideas Portal

Automatically roll/amend period dates for future financial years when shortening or lengthening the year end

This will save considerable time for customers when needing to shorten or lengthen their year end by creating a button/script to automatically change/roll-out future periods based upon the final month/period/year date of 'This Financial Year' into the future financial periods for the next 5 years (Current Year +1, +2, +3, +4, +5).

  • Steve Machin
  • Mar 13 2024
  • Idea Accepted - Gauging Support
Idea Benefit Time saving and a reduced risk of error
How do you solve for this problem today? Manually amend every future period in each of the future financial years, 60 future periods in total which can take around 30-45minutes
Product Variant Sage 200 Professional (SPC), Sage 200 Professional, Sage 200 Standard, Sage for Education
  • Austin Beldham commented
    13 Mar 03:24pm

    A good time saving idea. Less prone to errors.

  • John John commented
    13 Mar 03:13pm

    This has been a pain for years and is very 'clunky' which is not a good look.

  • Chris Gorringe commented
    13 Mar 12:08pm

    Essential idea after seeing what is needed when a financial year end is changed.