Year End Tips for Sage Fund Accounting and AccuFund

– Back up your data!

– Be sure to set your posting parameters.

  • In Sage Fund Accounting go into administrations under organizational preferences and select ‘set posting dates’.
  • In AccuFund, set your posting window under the set up area.

– Import your budget. You can import your budget into the General Ledger using an Excel Spreadsheet. Save hours of tedious data entry by using this feature in Sage Fund Accounting and AccuFund. If you need assistance with this, please feel free to give us a call.

– Watch emails for any last minutes updates on taxes.

– Be sure to know what forms you need to order and when to order them by.