Tip of the Week: Giving Access to Maintain Accounting Periods in Sage 200

Learn how to give users permissions to maintain accounting periods

In this Tip of the Week, we talk you through how to give users permissions to maintain accounting periods in Sage 200.

Additionally, you can watch the short video here to help better your understanding.

One benefit of Sage 200 software is the period control options. These options give you control over what is posted and when.

To view all of your periods and whether they are closed, open, or future, open ‘Accounting System Manager‘ > ‘Accounting Periods‘ > ‘Maintain Accounting Periods‘.

Here you will be able to see your periods, and if they are open, closed or future.

If a user has the correct permissions, they will be able make edits to the periods, such as close an open period or open a future period.

However, if the user does not have the correct permissions, the edit options at the bottom of the screen will be greyed out and unable to click.

If a person without permissions attempts to ‘close all’ at the bottom of the periods window, an error message will pop up, telling them they do not have permission.

In order to view and change which permissions a user has, go into: ‘Maintain Accounting Periods User Permissions’ on the left of the screen.

Within here, a window will pop up with a list of users and which permissions they have. This is where you can also make any tweaks.

In the event that a persons name is not on this list, click ‘Add’ to add their name to the list of users.

Once a users name is on the list, click their name, click ‘Edit‘ and tick the permissions you wish to enable.

For example, you can give them permission to add/amend/delete periods, open future periods, close periods, and re-open closed periods.

You can specify the permissions further by giving access to close the periods for only ‘Sales’ or ‘Purchases’, as seen in the grid here.