Sage Training

The Sage training we provide is based on both real world experience and the accreditation courses we have attended. We are familiar with a variety of ways of using Sage products and therefore, it is likely we will have already experienced and overcome the challenges you may have with using or implementing Sage in your own business.

Sage Training can be delivered on site using your own data. Again, because we work for a wide variety of clients we have a wealth of knowledge you can draw on, from running a manufacturing payroll through to accounting for Hedge fund managers and the IT industry.

Whether you are a business owner looking for help to set up your accounting processes, an existing Sage user, or perhaps are just about to buy your first Sage package, we can provide a tailored Sage training programme to fit your requirements.

Providing one-to-one training in your own environment and with your own data enables us to target the training to the specific requirement, saving your business time and money.

Sage Training Topics

Below are a list of the topics we can train on in relation to Sage Line 50. if you require training on other Sage products please contact us.

Basic Concept
Gain an overview of the three integrated ledger systems used in Line 50, these are nominal, sales and purchase ledgers.

Key Decisions Prior to Setup
Learn about key decisions, basic configuration, account coding structures and layout of accounts. View the Profit/Loss and Balance Sheet design. Setup your Financial Year settings, Currencies, Tax Codes, Departments and Company Preferences.

Creating and Amending Accounts
Learn how to set up the Chart of Accounts, create customer and supplier records and tailor nominal ledger records. Alter the layout of the Profit and Loss and Balance Sheet reports. This session also looks at the Accounts Analyser.

Document Management
New with version 11 see how you can attach documents to the memo tab of Customers, Suppliers and Products.

Opening Balances
Understand the choice of methods and implications for Standard VAT and VAT Cash Accounting and check against your previous system.

Data Entry Routines
Learn how to record and produce service invoices and credit notes. Enter customer/supplier payments, cash and back receipts/payments, credit card transactions and expenses. Finally, create journal entries in the nominal ledger.

Batch and Copy
New with version 11 the Batch and Copy option allows you to duplicate customer orders and invoices.

Bank Reconciliation
Discover how easy it is to reconcile your bank account within Sage Line 50 against your actual bank statement.

Housekeeping Routines
It is important to back up/restore data and verify it before doing so, we will show you how.

Error Corrections
Familiarise yourself with key routines for correcting posting errors and reversing transactions.

Customising Sage Line 50
Learn the My Business Setup feature, ensuring you have the program tailored to suit your own business.

Global Search
Learn how to interrogate your Customer and Supplier details to enable more accurate reporting.

Credit Control
Discover the credit control features that are built into Sage Line 50 Accounts, set and monitor credit limits and learn how to produce statements and letters.

Interest on Late Payments
Look at how to calculate interest on late paying customers.

Bad Debts, Write Offs and Contras
In this session learn how Sage Line 50 deals with bad debts and how you are able to write them off.

Recurring Entries
Learn how to automate regular postings and recurring entries, such as monthly direct debits and standing orders.

Prepayments and Accruals
Look at practical examples of prepayments and accruals.

Cash Flow Planner
This session looks at how to utilise this handy tool to best advantage, ensuring you are always in the best position and know how to avoid a negative cash flow situation.

Running the VAT Return
Discover how to produce and reconcile a VAT Return.

Management Reports and Key Performance Indicators and
look at how to perform some of the standard period end features within Sage Line 50.

Month End Routine
Within the previous session as part of the reporting sequence, discover how your month end routine will be processed by Sage Line 50.

Using Multiple Charts of Accounts
Learn how to set up multiple charts of accounts so that you can select different levels of details in your Profit and Loss and Balance Sheet reports.

Year End
We show you how to run the last important period end routine – that of the Year End. You will learn how to clear the Audit Trail, run your Year End process, and how to prepare for your forthcoming new financial year.

Multi Company, My Business Setup and Consolidation
For multi company users of Sage Line 50, learn how to create and open new company files.

Excel Integration
This feature allows you to automatically import data into Sage Line 50.

Event Logging
Track which user made changes to your data.

Stock Movements
Learn how to record deliveries, part deliveries and stock adjustments.

Stock Reporting
Learn how to run reports including profit and re-order analysis.

Purchase Order Processing
Look at the purchase order cycle and its links to other areas of the Sage Line 50 system. Learn how to process from entry to delivery. Explore how Sage Line 50 can create purchase orders based on stock shortages from customer orders.

Stock Takes and Returns
See how to process stock takes and returns within Sage Line 50.

Pricing Structures
See how to produce pricing and discount structures, including Customer and Supplier Price Lists and Foreign Currency Price Lists).

Sales Order Processing
Look at the sales order cycle and its links to other areas of Sage Line 50. Learn how to process sales from entry to despatch, and how to print order documents.

Invoice Production
Investigate the invoicing cycle and its variations. Discover how to produce stock and service invoices, the choices for processing, how to send to a foreign customer and how to use skeleton invoices. Learn how to calculate VAT and the implications of discounts. Also see how to post to ledgers with essential safeguards.

Quotes, Proformas and Batch Conversion
Learn how to process quotes and proformas, and new to Version 10, look at Batch Conversion – allowing multiple quotes and proformas to be converted into orders and invoices. See also how to view quotes on screen, allowing instant follow-up information.
 
Memorise, Recall and Recurring Invoices
Discover how to memorise an invoice within Sage Line 50 so that it can be used time and time again (recalling the invoice). Look also at how to automate recurring invoices.

Foreign Trader (including Revaluation)
This session looks at all of the Foreign Trader features found in Sage Line 50, from set up to price lists, as well as Revaluation. New to Version 10, Sage Line 50 can now revalue an invoice and reconcile the payment due to changes in foreign exchange rates.
 
Stock Period End Routines
Discover how to close off period end stock figures and transfer the valuation to the Balance Sheet.

Intrastat Support
Line 50 now has the ability to record and print intrastat information.

If you would like to discuss your training requirements please call us on 0845 2576905 or use the contact form