Prepayments & Accruals
• What are prepayments and accruals? • Setting up prepayments • Setting up accruals • Processing prepayments and accruals • Deleting prepayments and accruals
Fixed Assets & Depreciation
• What are fixed assets? • Depreciation methods • Entering a new fixed asset • Entering an existing asset • Depreciating assets • Asset valuation • Asset reports • Writing off an asset
Delivery Addresses
• Delivery addresses • Adding delivery addresses • Setting the invoice & order defaults for delivery addresses • Editing a customer delivery address
Entering Purchase Orders
• Purchase order processing • The Purchase Order Processing window • Entering a purchase order for product items • Entering a non-product purchase order • Entering long descriptions
Purchase Order Skeletons
• What is a purchase order skeleton? • Using a non-recurring purchase order skeleton
Processing Purchase Orders
• Printing purchase orders • Putting purchase orders on order • Deliveries • Deliver - complete deliveries • GRN - Goods Received Notes • Amending deliveries • Changes made to the accounts data • Creating purchase invoices from purchase orders • Purchase order reports • Deleting orders
Product Records & Purchase Orders
• Product records
BOMs & Product Transfers
• What are BOMs? • Case studies • Checking availability of components • Stock transfers • Product reports
Product Pricing Options
• Pricing options • Setting a special customer price • Creating customer price lists • Changing a cost price • Moving a customer from one price list to another • Deleting price lists • Price list reports
Entering Sales Orders
• Sales order processing • The Sales Order Processing window • Sales order - product items • Multiple line sales orders, discounts, goods not in stock • Non-product sales orders
Recurring Sales Order Skeletons
• Sales order skeletons • Editing a sales order skeleton • Processing a recurring sales order skeleton • Editing the frequency of a recurring sales order • Deleting a sales order skeleton
Processing Sales Orders
• About sales order processing • Printing sales orders • Allocating stock • Using the ShortFall Generator • Sales order reports • Recording despatches • Changing a sales order • Manual processing • Partly allocated orders • Cancel, hold and unallocate • Deleting orders
More about Sales Invoices
• Checking sales invoices • Printing invoices • Updating ledgers
Credit Control
• Credit control basics
Using the Search Option
• The Customers window • Using the Search option
Statements & Account Letters
• Sending statements • Accounts letters • Disputed invoices
Customer Refunds
• Entering the overpayment • Checking the customer activity • Processing the customer refund
Late Payment Legislation
• What is the late payment legislation? • Setting up your system for late payment charges • Adding an invoice • Charging customers for late payment
Writing Off Bad Debts
• Writing Off Bad Debts
The Sage Task Manager
• Opening the Sage Task Manager • Entering tasks • Closing the Sage Task Manager
Paying Bills using the Sage Task Manager
• Entering bills into the Sage Task Manager • Paying bills using the Sage Task Manager
Cash Flow Forecasting
• Showing the Cash Flow window
NOTE: Content may vary slightly between versions (eg V10, V11, etc) or applications (Accountant, Accountant Plus, Financial Controller).
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