Importing Data
• Preparing data for importing • Importing customer records
Setting up Departments
• Why use departments? • Setting up departments
Setting Budgets
• Budgets • Entering nominal code budget details • Advanced budgeting method • Setting your budget by department • Checking the departmental budgets • Using one year’s actuals for the next year’s budget
Setting up Discounts
• Customer discounts • Discount by invoice value • Discount by product quantity • Applying a customer discount • Settlement discounts • Discounts by invoice item line • Net value discounts • Product discount scheme descriptions
Quotations
• About quotations and converting quotations • Creating a product quotation • Creating a service quote • Printing quotations
Converting Quotations
• Winning and losing quotations • Winning a quotation • Losing a quote • Retrieving a lost quotation and winning it
Pro-forma Invoices
• Creating a pro-forma invoice • Processing the payment on account • Creating the invoice
The Euro & Other Foreign Currencies
• The euro • Setting up the Foreign Trader option • Setting up the currency table • Foreign currency bank accounts
Invoicing in Euros
• Creating a sales invoice with a euro total • Adding a euro sales invoice
Receiving Payments in Euros
• Updating the currency table • Receiving euro payments • How Sage 50 Accounts Professional has dealt with the exchange rate variance
Paying Foreign Currency Invoices
• Entering supplier invoices • Paying foreign currency invoices • Checking the supplier activity for exchange rate variance
Contra Entries
• - What is a contra entry? • - Entering the purchase invoices for the customer/supplier • - Entering contra entries
Batch Payments
• Entering the supplier invoices • Entering batch purchase payments • Printing cheques
Changing Posted Records
• Adding incorrect payments • Checking the audit trail • Using journal reversals • File maintenance • Checking the petty cash account
Batch Changes & Global Changes
• What are batch changes? • What are global changes? • Changing specific records
The Opening and Closing Stock Wizard
• Calculating the cost of sales • Using the Opening and Closing Stock Wizard
Analysing Budgets & Departments
• Analysing the budget • Analysing department sales & expenditure
The Audit Trail
• What is the audit trail? • Viewing the audit trail • Printing the audit trail report • Clearing the audit trail
Report Designer Basic Skills
• About reports and layouts • Using the Report Designer • Basic skills • Customising a customer letter • Tooltips and selecting objects
Report Designer More Skills
• Opening an invoice form for editing • Customising the invoice • Using the customised invoice
The Sage Report Wizard
• Creating a new report • Changing the page setup • Saving the telephone list report • Accessing the new report • Deleting a report
Project Costing
• What is project costing? • Setting up project costing • Using project costing • Analysing the project • Project enquiry • Project credits • Raising the sales invoice • Completing the project • Project reports
Setting Passwords & Access Rights
• Setting password access to Sage • Setting a company password • Setting up individual password protection
NOTE: Content may vary slightly between versions (eg V10, V11, etc) or applications (Accountant, Accountant Plus, Financial Controller).
Book Now!
Reserve your space with just
£100 and pay the balance a few days before the course starts
or on arrival at our training centre.
