Introduction Stage
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
Intermediate
Please contact us for details
Advance
|
