All Accounts staff who need to learn how to use advanced features of Sage Line 50. Note: Participants should be competent in operating a PC, with a solid working knowledge of the package.
Course outline
- Importing Data
- Preparing data for importing
- Importing customer records
- Setting up Departments
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- Why use departments?
- Setting up departments
- Setting Budgets
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- 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
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- 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
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- About quotations and converting quotations
- Creating a product quotation
- Creating a service quote
- Printing quotations
- Converting Quotations
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- Winning and losing quotations
- Winning a quotation
- Losing a quote
- Retrieving a lost quotation and winning it
- Pro-forma Invoices
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- Creating a pro-forma invoice
- Processing the payment on account
- Creating the invoice
- The Euro & Other Foreign Currencies
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- The euro
- Setting up the Foreign Trader option
- Setting up the currency table
- Foreign currency bank accounts
- Invoicing in Euros
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- Creating a sales invoice with a euro total
- Adding a euro sales invoice
- Receiving Payments in Euros
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- Updating the currency table
- Receiving euro payments
- How Sage 50 Accounts Professional has dealt with the exchange rate variance
- Paying Foreign Currency Invoices
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- Entering supplier invoices
- Paying foreign currency invoices
- Checking the supplier activity for exchange rate variance
- Contra Entries
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- What is a contra entry?
- Entering the purchase invoices for the customer/supplier
- Entering contra entries
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- Batch Payments
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- Entering the supplier invoices
- Entering batch purchase payments
- Printing cheques
- Changing Posted Records
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- Adding incorrect payments
- Checking the audit trail
- Using journal reversals
- File maintenance
- Checking the petty cash account
- Batch Changes & Global Changes
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- What are batch changes?
- What are global changes?
- Changing specific records
- The Opening and Closing Stock Wizard
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- Calculating the cost of sales
- Using the Opening and Closing Stock Wizard
- Analysing Budgets & Departments
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- Analysing the budget
- Analysing department sales & expenditure
- The Audit Trail
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- What is the audit trail?
- Viewing the audit trail
- Printing the audit trail report
- Clearing the audit trail
- Report Designer Basic Skills
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- About reports and layouts
- Using the Report Designer
- Basic skills
- Customising a customer letter
- Tooltips and selecting objects
- Report Designer More Skills
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- Opening an invoice form for editing
- Customising the invoice
- Using the customised invoice
- The Sage Report Wizard
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- Creating a new report
- Changing the page setup
- Saving the telephone list report
- Accessing the new report
- Deleting a report
- Project Costing
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- 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
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- 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).
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Class time is 10:00 a.m.- 4:30/5:00 p.m. Breaks are scheduled throughout the day and lunch is typically scheduled between 1-2 pm. We provide you with Tea, Coffee, Biscuits and other refreshments on the house. We also have a fridge and a microwave available for you to store/warm up any food you wish to bring along for your lunch.
| Course Duration |
1 Day |
| Course Price |
£249+VAT |
| Scheduled Dates |
Please call us on 02084432888 to arrange dates |
| Course Times |
10:00 till 16:00 |