Sage 50 Accounts Training

Get a firm understanding of the basic principles of Sage 50 Accounts, from navigation through to creating and amending various records, getting started with opening balances and controlling user access.

• Be familiar with the Sage 50 Accounts user interface
• Understand how to use password protection and how to restrict user access
• Understand basic configuration, financial year settings, and setting up tax codes
• Know how to create, amend and delete nominal accounts
• Know how to create bank, cash and credit card accounts
• Understand the role of the Chart of Accounts, and how to amend it
• Know how to enter budget information and create departments
• Know how to create, amend and delete customer and supplier accounts
• Be able to enter opening balances for nominal, customer and supplier accounts

This is core Sage 50 Accounts training where you’ll learn about invoices and credits, bank transactions, journals and correcting errors. Get up and running with Sage Line 50 in just 2 days!

• Know how to enter supplier invoices and credit notes
• Be able to post supplier payments including printing remittance advices, cheques and using e-banking
• Know how to create and print service invoices and credit notes for customers
• Be able to post customer receipts and understand how to manage the Sales Ledger, including disputing invoices
• Understand how to deal with contra entries
• Be familiar with posting bank and cash transactions
• Learn how to save time by using Recurring Entries
• Understand how to interrogate data using searches to enable more accurate reporting
• Know how to check and safeguard data using backups
• Understand how to correct errors
• Know how to post and correct Journal Entries
• Be able to process customer payments and supplier refunds
• Know how to set up foreign currency and produce a foreign currency service invoice

This course is dedicated to all of the important period end functions you will need to use. After this course you can utilise the standard month end, year end and other important period end accounting functions (VAT return, for example!) held within Sage Line 50. (2 day course.)

• Know how to perform a bank reconciliation
• Understand how to manage credit control, including reports, statements and overdue letters
• Be able to manage and forecast your cash flow
• Be able to write off bad debts and perform a VAT reclaim
• Know how to set up the Fixed Asset Register, post depreciation journals and dispose of fixed assets
• Understand how to post prepayments and accruals
• Be able to produce financial reports, including the Profit & Loss report and Balance Sheet
• Know how to set budget information and use departments for additional analysis
• Be able to produce, check and submit a VAT Return
• Know how to prepare for, and run the Year End routine
• Understand how to Integrate Sage 50 Accounts with Microsoft Office

This course rounds out the “core” Sage Line 50 knowledge with an in-depth look at invoice production, all manner of stock control and reporting. Plus, bill of materials, sales and purchase order processing, as well as all of the Foreign Trader elements of the program. This is an essential course for Accountant Plus and Financial Controller users, and may save your accountants hours of time (and fees!) if you know how to use these features. (2 day course) .

• Know how to plan and maintain stock records, post opening balances and record adjustments
• Know how to set up multiple delivery addresses for your company, your customers and suppliers
• Be familiar with the purchase order cycle, know how to process from entry to delivery and match and post invoices to orders
• Understand product pricing and discount structures
• Be familiar with the sales order cycle, know how to process from entry to despatch and link to other areas of Sage 50 Accounts Professional
• Know how to perform stock takes, process stock adjustments and deal with stock returns and stock month end journals
• Know how to use the Bill of Materials function to assemble finished goods from stocked components
• Be able to produce product invoices and credit notes
• Be able to produce quotes and pro forma invoices
• Be able to produce repeat invoices using recurring transactions, skeletons and duplicates
• Know how to run a stock year end and make global changes
• Know how to produce foreign currency orders, create foreign currency price lists and generate Intrastat reports

Providing a broad summary of some of the key Sage Accounts features, ideal as refresher or overview training, the essentials course takes key elements from the Introduction, stage 1 and stage 2 Sage 50 Accounts training courses. (1 day course)

• Know how to navigate the program and the ledgers
• Understand how to use the bank for payments, receipts and transfers
• Be able to set up customers and suppliers, create invoices and credit notes, pay invoices and allocate credit notes
• Be familiar with salary journals
• Understand how to correct mistakes
• Be familiar with bank reconciliation
• Be able to find key reports such as aged debtor, aged creditor, nominal activity, chart of accounts, profit and loss and balance sheet
• Be able to check your data, take a backup and restore from a backup

This course lets you create your own high-impact layouts that incorporate data from Sage Line 50. This will ensure your company can easily present vital information in ways that meet specific requirements. Also learn how to amend existing stationery layouts to fit in with your own business needs (2 day course).

• Know how to create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout
• Be able to insert calculations into a report and change the presentation of information
• Know how to improve presentation by adding sub-totals and grand totals
• Understand how to add filters to a report to select specific information
• Be able to split debits and credits and produce meaningful transaction totals
• Know how to add ranges to a report
• Be familiar with selection filters, advanced filters and advanced criteria
• Know how to create overdue account letters and sales promotions using specific criteria and expressions
• Know how to amend an existing invoice layout or create one from scratch

Suitable for users of Accounts Plus or Accounts Professional you will learn how to fully manage ongoing jobs with the Sage 50 Accounts projects module (1 day course).

• Be familiar with Project Costing and understand how to configure the module
• Be able to set up Cost Types and Cost Codes
• Know how to create and enter Project Records and Sub-Projects
• Understand how to assign invoices, bank payments etc to projects
• Be able to record committed costs
• Understand the concept and use of resources, project charges and credits
• Be familiar with project reporting, activity and on screen enquiries
• Understand Billing and Project closure

Create professional documentation, dynamically linked to your live Sage Accounts data (1 day course).

• Have had a basic introduction to the ODBC (Open DataBase Connectivity) driver
• Be able to navigate around the menu options available in Microsoft® Query
• Know how to update the live link between the query and Sage 50 Accounts using the refresh option
• Understand how to add both single and multiple calculations to a query, then return the data to Microsoft® Excel and format the cells
• Be able to run a mail merge within Microsoft® Word to link the data in Sage 50 Accounts to a Word document
• Know how to create labelled envelopes from the names and addresses in Sage 50 Accounts
• Understand how to use the If…Then…Else statement within Microsoft® Word
• Be able to use multiple tables within Microsoft® Excel and join the tables together
• Know how to use the cycle through totals option in Microsoft® Query
• Be able to create graphs in Microsoft® Excel based on data from Sage 50 Accounts and create a live link to Microsoft® PowerPoint
• Know how to create pivot tables and charts in Microsoft® Excel to dynamically interrogate the Sage 50 Accounts data
• Know how to add criteria to select specific data from Sage 50 Accounts
• Be able to set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts