SAGE 50

DURATION

1-4 day

LOCATION

Onsite at your premises.

ABOUT THE COURSE

This course is offered as a bespoke onsite course only and will allow you to utilise all of the fundamental features of Sage 50, enabling you to get up and running with the software as quickly and confidently as possible. Through to the daily routines you will carry out in the line of running your 50 accounts program and carrying out the important period end functions. After this course you can utilise the standard month-end, year-end and other important period end accounting functions held within Sage 50.

All of the the following stages can be covered over 4 days. However, as a bespoke course we can tailor the subject areas to you requirements and duration.

STAGE 1 – ACCOUNTING FUNDAMENTALS

SUBJECT AREAS

(PLEASE NOTE, subject areas covered will depend on delegates ability and time available.)

Setting up Company details and options

  • How do I change my company preferences?
  • How do I edit my tax codes?
  • How do I check my financial year start date?
  • How do I change my password?
  • How do I change my program date?

The Nominal Ledger

  • How do I design a nominal record?
  • How do I create a new nominal record?
  • How do I edit my chart of accounts?

Bank Accounts

  • How do I set up my bank defaults?
  • How do I create a new bank account?

Customers and Suppliers

  • How do I design a customer code?
  • How do I set up my customer defaults?
  • How do I set up a new customer record?

Transaction Processing

  • How do I record batched invoices and credit notes?
  • How do I record customer receipts?
  • How do I record supplier payments?
  • How do I record bank and cash transactions?
  • How do I record bank transfers?

Reconciling the bank account

  • How do I reconcile my bank account?
  • The VAT Return
  • How do I produce my VAT return?

Data Security

  • How do I check my data?
  • How do I correct errors?
  • How do I backup and restore my data?

SAGE 50 STAGE 2 – ESSENTIAL DAILY ROUTINES

  • Notes on Basic Accounting
  • Double Entry Booking
  • SAGE Directory Structure & Keystrokes
  • Function Keys
  • Care of Data
  • Back up Routine
  • SAGE 50 Accounts
  • Setting up ‘The Framework’
  • Nominal Ledger
  • Bank & Chart of Accounts
  • Customers & Suppliers
  • Products
  • Opening Balances
  • Invoicing
  • Batch Invoices & Credit Notes
  • Bank transactions
  • Financials
  • VAT Return
  • Report

SAGE 50 STAGE 3 – MONTHLY AND END OF YEAR ROUTINES

Bank Reconciliation

  • How do I reconcile my bank account?

VAT Return

  • How do I post road fuel scale charges?
  • How do I produce my VAT return?

Prepayments and Accruals

  • How do I set up prepayments and accruals?
  • How do I post prepayments and accruals?

Recurring Entries

  • How do I set up a recurring entry?
  • How do I post a recurring entry?

Fixed Assets and Depreciation

  • How do I set up a fixed asset category?
  • How do I record the disposal of a fixed asset?
  • How do I post depreciation?

Write offs

  • How do I write off an invoice?
  • How do I write off an account?

Month end routine

  • How do I run the month end?
  • How do I use the month end wizard?

Management Reporting

  • How do I produce month end management reports?

Year End Routine

  • How do I post transactions into the next financial year?
  • How do I run the year-end?
  • How do I use the year-end wizard?
  • How do I correct b/fwd balances after running the year-end?
  • How do I change my financial year start date?

To book

For more information or to book onto our Sage 50 training course please contact us on 01392 824 022 or email training@amesolutions.co.uk.

If there is a Sage course that is not listed on our site, that you are interested in attending then please let us know and we can arrange one to one training onsite with our Trainer.

You can see a full list of our training courses here.

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