Sage Training
Level 1: Getting Started with Sage 50 Accounting Software
- Use shortcut keys and navigate around your software
- Deal with company settings and access rights
- Backup, restore and check your data
- Configure the chart of accounts
- Create and maintain nominal records and budgets
- Prepare, plan and post opening balances
- Set up customer & supplier details
- Work with bank, cash, credit card payments and receipts
- Post invoices and credit notes
- Record customer receipts and disputed items
- Post payments, match credit notes and payments on account
- Post journals
- Check and correct transactions
Level 2: Core Functionality of Sage 50 Accounting Software
- Perform a bank reconciliation
- Apply search criteria, multiple searches and wild cards
- Review ageing frequency on outstanding invoices and produce reports
- Understand the different types of customer correspondence
- Flag invoices in dispute and write off transactions
- Set up and process recurring transactions, prepayments and accruals
- Set up and post depreciation and dispose of an asset
- Deal with VAT returns and run the year end
- Produce profit and loss, balance sheet and departmental reports
- Understand and interpret results from your management reports
Level 3: Sage 50 Professional
- Plan a stock system
- Create product records
- Set up a product assembly
- Enter opening balances for stock levels
- Perform stock take and make adjustments
- Perform stock period end and year end
- Set up and maintain pricing and discount structures
- Create and process sales and purchase orders
- Create multiple delivery addresses
- Create quotes, pro-formas, invoices and credit notes
- Setup recurring invoices and orders
Level 4: Sage 50 Professional
- Plan a stock system
- Create product records
- Set up a product assembly
- Enter opening balances for stock levels
- Perform stock take and make adjustments
- Perform stock period end and year end
- Set up and maintain pricing and discount structures
- Create and process sales and purchase orders
- Create multiple delivery addresses
- Create quotes, pro-formas, invoices and credit notes
- Setup recurring invoices and orders