Sage 50 Training Courses

Sage 50 Accounts Level 1 Set up and Go with the Core Functions

Duration 1 day

The perfect place to start if your company is new to Sage 50 Accounts.

What do I learn?

Get a firm understanding of the basic principles of Sage 50 Accounts and set up the ledgers. Understand the core operations of Sage 50 Accounts such as processing invoices, credit notes and payments, managing the sales ledger, posting bank payments and receipts, error correction and protecting your data.

Course objectives

By the end of this course you will:

• Be familiar with the Sage 50 Accounts user interface
• Understand how to use password protection and how to restrict user access
• Understand basic configuration, financial year settings, and setting up tax codes
• Know how to create, amend and delete nominal accounts
• Know how to create bank, cash and credit card accounts
• Understand the role of the Chart of Accounts, and how to amend it
• Know how to enter budget information and create departments
• Know how to create, amend and delete customer and supplier accounts
• Be able to enter opening balances for nominal, customer and supplier accounts
• Know how to enter supplier invoices and credit notes
• Be able to post supplier payments including printing remittance advices, cheques and using e-banking
• Know how to create and print service invoices and credit notes for customers
• Be able to post customer receipts and understand how to manage the Sales Ledger, including disputing invoices
• Be familiar with posting bank and cash transactions
• Learn how to save time by using Recurring Entries
• Know how to check and safeguard data using backups
• Understand how to correct errors
• Know how to post Journal Entries

Take the next step with Sage 50 Accounts Level 2 Advanced Functions  

Sage 50 Accounts Level 2  Advanced Functions

Duration 1 day

Discover the tools that let you analyse your finances

What do I learn?

Take an in-depth look at the processes for Month End, Year End, Credit Control, VAT return and Microsoft® Office integration. It also covers depreciation, prepayments and accruals, recurring entries and key performance indicators.

Course objectives

By the end of this course you will:

• Understand how to deal with contra entries
• Know how to post and correct Journal Entries
• Be able to process customer payments and supplier refunds
• Understand how to interrogate data using searches to enable more accurate reporting
• Know how to perform a bank reconciliation
• Understand how to manage credit control, including reports, statements and overdue letters
• Be able to manage and forecast your cash flow
• Be able to write off bad debts and perform a VAT reclaim
• Know how to set up the Fixed Asset Register, post depreciation journals and dispose of fixed assets
• Understand how to post prepayments and accruals
• Be able to produce financial reports, including the Profit & Loss report and Balance Sheet
• Know how to set budget information and use departments for additional analysis
• Understand how to integrate Sage 50 Accounts with Microsoft® Office
• Be able to produce, check and submit a VAT Return
• Know how to prepare for, and run the Year End routine

 Where next?

Take the final step with Sage 50 Accounts Level 3 Commercial Functions

Sage 50 Accounts Level 3 Commercial Functions

Duration 1 day

Master the tools you need to take control of your stock and orders, including trading overseas

 What do I learn?

Learn everything you need to know about managing a stock control system and processing

sales and purchase orders. This course also covers sales invoices and credit notes, quotes and pro forma invoices, as well as foreign trading and Intrastat reports.

Course objectives

By the end of this course you will:

• Know how to plan and maintain stock records, post opening balances and record adjustments
• Know how to set up multiple delivery addresses for your company, your customers and suppliers
• Be familiar with the purchase order cycle, know how to process from entry to delivery and match and post invoices to orders
• Understand product pricing and discount structures
• Be familiar with the sales order cycle, know how to process from entry to despatch and link to other areas of Sage 50 Accounts Professional
• Know how to perform stock takes, process stock adjustments and deal with stock returns and stock month end journals
• Know how to use the Bill of Materials function to assemble finished goods from stocked components
• Be able to produce product invoices and credit notes
• Be able to produce quotes and pro forma invoices
• Be able to produce repeat invoices using recurring transactions, skeletons and duplicates
• Know how to run a stock year end and make global changes
• Know how to set up foreign trader, produce foreign currency orders and receipts and create foreign currency price lists

 

Sage 50 Accounts - The Basics

Duration 1 day

Ideal for someone new in an established Sage 50 Accounts environment.

What do I learn?

Understand the basic functions of Sage 50 Accounts. Some of the key topics include bank  transactions, setting up customers and suppliers, creating and paying invoices, useful reports and taking and restoring backups.

Course objectives

By the end of this course you will:

• Know how to navigate the program and the ledgers
• Understand how to use the bank for payments, receipts and transfers
• Be able to set up customers and suppliers, create invoices and credit notes, pay invoices and allocate credit notes
• Be familiar with salary journals
• Understand how to correct mistakes
• Be familiar with bank reconciliation
• Know where to find useful reports such as aged debtor, aged creditor, nominal activity, chart of accounts, profit and loss and balance sheet
• Be able to check your data, take a backup and restore from a backup

Where next?

Take the next step with Sage 50 Accounts Level 2 Advanced Functions

Sage 50 Payroll Training Workshop

Duration 1 day

The perfect place to start if your company is new to Sage 50 Payroll

What do I learn?

This intensive one day course teaches you everything you need to know to run the company payroll.

Course objectives

• Understand how to configure the program to suit company requirements
• Know how to set up your company details, absence reasons, departments and cost centres
• Be able to create pay elements for payments, deductions and net payments and understand the pay element reports
• Know how to set up pension schemes to deduct pension contributions from the employee and calculate any employer contributions
• Learn how to use password protection and how to restrict user access
• Be able to enter year to date figures for employees using the P11 form
• Know how to set up new starters with and without P45 details
• Be able to process statutory payments and calculate the employee entitlement
• Know how to set up company loans
• Know how to allocate pension schemes to employees and processing wages
• Understand how to allocate Attachment of Earnings to an employee
• Understand how to set up the link between Sage Payroll and Sage Accounts.
• Understand how to use the monthly P32 form to calculate the amounts due to HMRC
• Be able to create holiday schemes and use the absence diary to record the details