Performing general Sage 100 Contractor maintenance

Performing regular maintenance is critical to maintaining the integrity of your data. Sage 100 Contractor automatically runs nightly maintenance to optimize your database in Microsoft SQL Server and to back up your data. (The SQL Server system administrator schedules the time that this maintenance occurs, as well as the number of backup copies to keep, using the Database Administration tool.)

However, there are additional routine tasks that you should perform in the main Sage 100 Contractor application to maintain your accounting data. At the very least, you should audit your books and fix any discrepancies before advancing the fiscal period. For a more detailed list of maintenance tasks, see “Timetable of Office Procedures.”

To perform general Sage 100 Contractor maintenance:

1. In the 1-6 Period/Fiscal Year Management window, run Audit Books.
2. If the audit reports any errors:
   1. Find and fix and discrepancies.

   2. Run Recalculate Balances.

      Important! After completing the ledger balance repair, Sage 100 Contractor audits the books. If any audit errors remain, you will need assistance from Customer Support to resolve them.

      Visit Sage Customer Resources (www.SageCity.com/Resources) for links to Live Chat and Online Case submission.

      You may be asked to provide additional reports to help determine the cause of the error. There are specific audit error reports to help Customer Support technicians identify the transactions related to some audit errors.