Course Subjects

 

 

 
Introduction to Sage Line 50 Training.


Sage Line 50 / Sage Instant Accounts are accounting tools to speed up the processes of entering day-to-day financial transactions and producing accurate reports on the state of the business.  Sage also has immense versatility, handling all sales and purchases, bank transactions; stock control and order processing, plus generating invoices, statements, reports and sales letters.

Therefore, acquiring the skills to make the best use of the software is imperative.

What makes our Sage training unique?

We simulate a ‘real-life’ working environment, using replicas of real accounting records and documents; recreating all possible financial transactions common to all SMEs such as bank loans, hire purchase, leasehold rental, etc.

Features

  1. Learn how to navigate the Sage software; know the setup procedures; understand how it functions; good housekeeping; methods and procedures of entering source accounting records onto the system;
  2. Learn how to generate, produce and interpret essential reports relating to profitability, balance sheet and VAT; Aged and activities reports on trade debtors and suppliers;
  3. Learn how to trouble-shoot problems; invoicing; maintenance (corrections, check data, rebuild data); period and year ends procedures; backup and restore;
Scheduled Course Dates and Prices

Duration: 1 day

Price: £125 + VAT

Venue: Our Centre at 81 Southbury Road, Enfield, EN1 1PJ

Scheduled Dates: spacer  

 

Wednesday 23/05/12 10am - 5pm
Wednesday 06/06/12

10am - 5pm

Wednesday 04/07/12 10am - 5pm
 

 

Who Should Attend  

Entrepreneurs and business people seeking to get the most out of Sage; interpret financial reports; save costs; and understanding good housekeeping; Staff responsible for the day-to-day running of existing Sage Line 50 / Sage Instant Accounts systems or enterprises planning to implement one;

Note: Participants should be competent in operating a PC.

Course Outline

Programme Basics
• Starting Sage 50 Accounts  • The main programme window  • Modules, windows and views  • Getting help  • Exiting Sage 50 Accounts 

Getting Started
• Getting started  • Restoring data for the first time  • Setting the financial year  • Backing up for the first time 

Account Names & Numbers
• Debit and credit  • Double entry book-keeping  • Viewing the accounts list  • Printing the current list  • Viewing and printing Nominal List report  • Account ranges  • Changing account names  • Control accounts 

Bank Entries
• Bank Receipts  • Bank Payments 

Financials
• The financial state of the company  • The Trial Balance report  • The Profit and Loss report  • The Balance Sheet 

Customers
• The Customers module  • Entering a new customer  • The Customer Record Wizard  • Adding more customers  • About selecting customers  • Editing customer details  • Customer delivery addresses  • Customer address lists 

Suppliers
• Supplier details 

Service Invoices
• The Invoice window  • Service Invoices  • Printing invoices  • Updating ledgers  • Viewing customer and invoice information  • Re-printing the invoice 

Products
• Products  • Adding new products  • The Product Record window  • Non-Stock and Service items 

Stock Control
• Stock adjustments in  • Stock adjustments out  • Stock returns  • Product activity  • Stocktaking  • Re-order levels  • The Product Dashboard 

Product Invoices
• Product Invoices  • Adding an invoice with a customer delivery address  • Adding a further invoice  • Mix and match invoicing  • Printing the invoices  • Changing an invoice  • Updating the ledgers  • Adjustments in 

Product Credit Notes
• Product Credit Notes 

Reviewing your Accounts
• The financial state of your company 

Sending Statements
• Customer Dashboard  • Account balances  • Aged debtors analysis  • Statements 

Customer Receipts
• Customer Receipts  • Automatic allocation of receipts  • Manual allocation of receipts  • Partial allocation of receipts  • Giving a discount  • Payments on account 

Customer Activity
• Customer Activity 

Purchase Invoices
• Supplier details  • Batch invoices  • Supplier account balances 

Supplier Payments
• Payments to suppliers  • Making a payment  • Printing remittance advice notes  • Printing cheques  • Supplier activity 

More about the Nominal Ledger
• Journal entries  • Nominal code activity  • Nominal Ledger Graph  • Nominal records 

More about Bank Accounts
• Bank transfers  • Combined payments  • Petty cash transactions 

Bank Reconciliation
• Bank Reconciliation 

Recurring Entries
• What are recurring entries?  • Adding new recurring entries  • Adding a receipt  • Adding journal credits and debits recurring entries  • Setting up a bank transfer recurring entry  • Editing an entry  • A recurring entry processed weekly  • Processing recurring entries  • Suspending postings  • Deleting recurring entries 

VAT Returns
• Notes on VAT returns  • Producing a VAT return  • VAT adjustments  • Printing the VAT return  • Reconciling the VAT transactions  • Updating the VAT account references 

Simple Reports & Information
• Information  • Reports 

 

Book Now via PayPal! or call us on 020 8443 2888

Payment Options

Reserve your space with just £50 and pay the balance a few days before the course or on arrival at our centre.

 

 

Related Courses

Sage Line 50 Intermediate Sage Line 50 Advanced Stock Market and Investment Training   Forex & Commodities Trading Training

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