Recently on the support desk we have been asked about backing up the system.
This guide is designed to allow a Sage 200cloud customer to create a clone company, for reference and backup purposes, before completing the Sage 200cloud Financial Year End.
It is standard practice within Sage 200cloud to create a year end copy dataset for reference and backup purposes, prior to running the year end. This allows for reports to be run after the year end has been completed on the live dataset. It is especially important, with Sage 200cloud, as the P&L transactions are deleted within the Year End Process.
1) Before beginning this procedure you should ensure that within your company dataset that all periods within the current financial year are closed and all processing within the company is finished.
To close periods, Login to Sage 200cloud and Navigate to:
ACCOUNITNG SYSTEM MANAGER > ACCOUNTING PERIODS > Maintain Accounting Periods
Before proceeding ensure all users EXIT Sage 200cloud and remain out of sage until all steps on this document are complete.
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