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Set Up & Configure
Sage Line 50/Instant
Who Should attend:
Mainly for new users who have just purchased Sage on a
recommendation from their accountant.
Course
Contents
- Essential Settings
- Setting up the 3 ledgers:
Nominal, Sales & Purchase Ledger
- The Chart of Accounts
- Customer and Supplier opening
balances
- Nominal ledger opening
balances
Data Entry &
Book-Keeping with Sage
Who should attend: Suitable for
both new and existing users of sage - how to enter, check and
analyze data.
Course
Contents
- Supplier Transactions
including entering invoices, credit notes and recording payments
to suppliers
- Customer Transactions
including invoices, credit notes, recording receipts
- Bank transactions & Recurring
Entries
- Journal Entries
- Protecting your data
- Checking transactions
- Correcting Errors
Period End
Routines
Who Should Attend: For users
charged with performing period end routines on Sage at Month
End, Year End, etc. (Some Sage users submit their data to their
accountant for to perform these period end routines - however
some accountants expect the client to attempt these routines ...
or accountants need training themselves)
Course
Contents
Month End including:
-
Bank reconciliation
-
Credit
Control
- Nominal Ledger Adjustments
including Depreciation, Prepayments & Accruals
- Producing Financial Reports
- Financial Reports
- Departmental and budget reports
- The VAT Return
- Year End
Stock
Control on Sage
Who should attend: For existing
users of Sage 50 using the stock module and processing sales and
purchase orders.
Course
Contents
-
Creating product reports & stock
opening balances
-
Purchase Order Processing
-
Sales
Order Processing
-
Stock
Take and Period End
-
Using
Stock Reports to produce Sales Invoices and Credit Notes
-
Stock
Year End
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