3.____ (OPTIONAL) Print any additional reports or have
them saved to a file.
4.____ Backup data files.
5.____ Run the Post Expenses to GL function on the Periodic
Processing menu.
6.____ Backup data files again. Do not use the same diskette
or tape used in step 4.
7.____ Select the Year End option in the Periodic Maintenance
function on the Periodic Processing menu to perform the following
tasks1:
8.____ Delete outdated recurring entries using the Purge
Recurring Entries on the Periodic Processing menu.
9.____ Consolidate sick and vacation balance records using the
Roll Up Leave Balance function on the Periodic Processing menu.
10.___ If you elected to have the system accrue vacation and sick
hours. switch to the new year files using F9. Then select Tables
from the File Maintenance menu to update the MAXVSxxx, SICccxxx, and
VACccxxx tables for the new year. Otherwise, manually update sick
and vacation hours in the new-year using the Leave Adjustments
function on the File Maintenance menu.
11.___ Update the federal, state, and local tax tables and
formulas in the new-year if necessary. Subscribing to the Software
Fitness Program ensures that you are always up to date. If you have
received an update disk, install it instead of manually updating the
tables.
12.___ Rebuild the new-year PAEPxxx, PAEDxxx, PAEWxxx, PAEExxx,
PAESxxx, and PAEGxxx files using the Change File Size and/or File
Rebuild/Verify functions on the Data File Maintenance menu in
Resource Manager.
13.___ Switch to the new year files using F9 to process payroll
in the new year.
14.___ Switch to last-year files using F9 to update the last-year
Employee and Department files, then select the Manual Checks
function on the Payday Work menu.
15.____ Repeat steps 13 and 14 as needed.
16.____ Print the W-2 forms.
17.____ Delete last year files using the Close Last Year function
on the Periodic Processing menu.
1
You can print W-2 forms before running Year end if you
have completed payroll processing.
