Year-end Closing in Sage Fund Accounting

Advanced Preparation: None
Level: Basic
Prerequisite: None
Field of Study: Systems & Technology

Join us for this session to understand the different year-end closing processes in Sage Fund Accounting (SFA). We will explore year-end payroll processing, vendor 1099 processing, and when and how to close your fiscal year. We will review what happens when SFA goes through a closing process, what you should do, and what reports you need to run. We will provide you with a step-by-step guide on how to generate vendor 1099s. We will also explore some housekeeping tools available for your SFA system.

Learning Objectives:
1. Payroll year-end/W-2 processing – Explore the calendar year-end payroll reporting process in SFA
2. Vendor 1099 processing – Review the process for producing vendor 1099s
3. Fiscal year-end – Examine the fiscal year close in SFA and discuss the implications of grant years that do not coincide with the agency fiscal year
4. SFA housekeeping – An overview of housekeeping tasks to help optimize your SFA system performance

CPE credits:  1.5 credits*

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Registration Fee

FREE!

Cancellation Policy:
Notice of cancellation must be received 24 hours prior to start-time of the webinar for a full refund of registration fees. If Wipfli cancels the webinar, you will be notified 24 hours prior to the webinar via email and with a follow-up telephone call. All registrations fees will be refunded. For questions or concerns, please call 888.876.4992.

** Wipfli is currently applying for the NASBA additional delivery method “Group-Live Internet Based” which allows us to award CPE credits for Webinars. We will award the credit for this webinar when we have the NASBA approval.

*National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Instructional Delivery: Group Internet-Based. For more information regarding administrative policies, such as complaint, cancellation and refund policies, please contact our offices at 888.876.4992.