All Accounts staff who want to move beyond the basics of the Sage Line 50 accounting package.
Note: Participants should be competent in operating a PC, with a good basic knowledge of the package.
Course outline
- Prepayments & Accruals
- What are prepayments and accruals?
- Setting up prepayments
- Setting up accruals
- Processing prepayments and accruals
- Deleting prepayments and accruals
- Fixed Assets & Depreciation
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- 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
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- Delivery addresses
- Adding delivery addresses
- Setting the invoice & order defaults for delivery addresses
- Editing a customer delivery address
- Entering Purchase Orders
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- 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
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- What is a purchase order skeleton?
- Using a non-recurring purchase order skeleton
- Processing Purchase Orders
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- 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
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- BOMs & Product Transfers
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- What are BOMs?
- Case studies
- Checking availability of components
- Stock transfers
- Product reports
- Product Pricing Options
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- 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
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- 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
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- 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
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- 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
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- Checking sales invoices
- Printing invoices
- Updating ledgers
- Credit Control
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- Using the Search Option
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- The Customers window
- Using the Search option
- Statements & Account Letters
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- Sending statements
- Accounts letters
- Disputed invoices
- Customer Refunds
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- Entering the overpayment
- Checking the customer activity
- Processing the customer refund
- Late Payment Legislation
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- 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
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- The Sage Task Manager
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- Opening the Sage Task Manager
- Entering tasks
- Closing the Sage Task Manager
- Paying Bills using the Sage Task Manager
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- Entering bills into the Sage Task Manager
- Paying bills using the Sage Task Manager
- Cash Flow Forecasting
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- 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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Class time is 10:00 a.m.- 4:30 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 |
£199+VAT |
Scheduled Dates |
Please call us on 02084432888 to arrange dates |
Course Times |
10:00 till 16:00 |
Call us on 020 8443 2888 for dates