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 |