Company Nominals

• Introduction
• Set up a new nominal record
• Looking at nominal accounts
• Writing notes and attaching files
• Another way at looking at nominal activity
• Entering journals
• Reversing journals made
• Entering a pre-payment
• Entering an accrual
• Chart of accounts
• Nominal reports

Company Financials

• Introduction
• Audit
• Trial balance
• Profit and loss
• Balance
• Ratio
• Variance
• Prior year
• VAT
• VAT transfer wizard
• Verify
• Financial reports

Banking

• Setting up a new bank account
• Record
• Reconcile
• Payments
• Receipt
• Transfer
• Recurring
• Statements
• Reports

Supplier Part 1

• Setting up a supplier record 1
• Setting up a supplier record 2
• Setting up a supplier record 3
• Editing a supplier record
• Manage payments 1
• Manage payments 2
• Write off refund 1
• Write off refund 2

Supplier Part 2

• New purchase order
• Place orders
• Deliver orders
• Updating a purchase order
• Make a supplier payment
• New diary entry
• Batch purchase
• Labels
• Letters
• Reports

Customer Part 1

• Introduction
• Setting up a customer record part 1
• Setting up a customer record part 2
• Editing a customer record
• Chase debt part 1
• Chase debt part 2
• Write off
• Return customers cheques
• Refunding customer credit notes
• Refunding customer payment on accounts
• Bad debts
• Write off transactions below an amount
• Analysis
• Standard letters

Customer Part 2

• Aged debtors report
• Customer statement
• Receive payment for customer
• New invoice
• Memorising invoices
• Recalling memorised invoices
• Altering nominal code or VAT
• Printing an invoice
• New credit
• Customer refund
• Update invoices and credit notes
• New sales order
• New diary event
• Entering batch customer invoices

Settings

• Introduction
• Configuration
• Company preferences
• Customer defaults
• Suppliers defaults
• Bank defaults
• Product defaults
• Invoice and order defaults
• Financial year
• Change date
• Currencies
• Countries
• Control accounts
• Access rights
• Change password

File

• New
• Open
• Delete company
• Backup
• Maintenance
• Restore
• File import
• Send, log off, exit

Edit

• Edit, view
• Tools (global changes)
• Tools (contra entries)
• Tools (activation)
• Tools (period end – Clear audit trail)
• Tools (period end – Clear stock)
• Tools (period end – Month end)
• Tools (period end – Year end)
• Tools (period end – Consolidation)

Sage 50 Training (Updates 2009-2012)

• Introduction
• Setting up your accounts after installation
• Data conversion from sage accounts 2009
• Navigation options
• Sage services
• Mobile data access
• Entering opening balances
• Lock date
• Quick print facility
• Chart of accounts
• Quick search
• New credit note facility
• Performance in general