Sage 50 Accounting & Payroll 2017

Course Curriculum:

Sage 50 Accounts for Beginner

Module 1: Program Basics– Set up your program, discover more about the user interface such as toolbar and keyboard options

Module 2: Restoring and Backing-up Data – Learn about data storage, creating back-ups and restoring them

Module 3: Basic Setting and Details – Manage financial dates, company details and program dates

Module 4: The Chart of Accounts – Create, modify and review chart of accounts

Module 5: Bank Receipts – Enter bank receipts

Module 6: Bank Payments – Oversee VAT, overheads, assets and bank payments

Module 7: Financials – Observe the financial state of your company

Module 8: Customers – Add new customers, use the new customer wizard, and manage their details

Module 9: Suppliers – Add and edit supplier records

Module 10: Working with Lists – Utilize lists to sort out records

Module 11: Batch Invoices – Create customer invoices, check bank accounts and nominals

Module 12: Service Invoices – Create service, manage line and invoice

Module 13: Processing Invoices – Process invoices and update ledgers

Module 14: Product and Services – Duplicate, add items, services and products

Module 15: Stock Control – Control your stocks through adjustments, activity and returns

Module 16: Product Invoices – Invoice management for products utilizing multiple platforms

Module 17: Product Credit Notes – Create credit notes

Module 18: Reviewing Your Accounts – Review the financial state of your company

Module 19: Aged Debtors and Statements – Analyse account balances, aged debtors, statements and customer communication history

Module 20: Customer Receipts – Allocate receipts automatically, manually or partially using discounts and payments on account

Module 21: Customer Activity – Observe customer activity

Module 22: Supplier Batch Invoices – Add new suppliers, their account balances and batch invoices

Module 23: Supplier Payments – Record and observe supplier payments, activity, print remittance and cheques

Module 24: More about the Nominal Ledger – Journal entries, nominal code activity, ledger graphs and records

Module 25: More about bank accounts – Learn about bank transfers, combined payments and petty cash transactions

Module 26: Using the Cash Register – Recording and depositing with the cash register

Module 27: Bank Reconciliation – Reconcile bank account and carry out group transactions

Module 28: Recurring Entries – Recurring entry processes including bank set up, adding journals, and deleting recurring entries

Module 29: VAT Returns – Produce, make, print, reconcile and complete VAT related transactions

Module 30: More About Reports – Follow the audit trail, period trial balance, profit and loss, and the balance sheet report

Module 31: Using Dashboards – Use the dashboards effectively

Sage 50 Accounts Intermediate Level

Module 1: Prepayments and Accruals – Setting up, processing and deleting prepayments & accruals.

Module 2: Fixed Assets & Depreciation – Understand the difference between assets and depreciation and their relationship in multiple forms.

Module 3: Delivery Address – Manage Company and customer’s delivery addresses

Module 4: Purchase Orders – Learn how to enter, edit, duplicate, print and process purchase orders

Module 5: Memorising Purchase Orders – Memorise and recall purchase orders

Module 6: Recording Deliveries – Manage delivery system for your clients on an elaborate scale

Module 7: More About Purchase Orders – Utilizing purchase orders in reference to supplier invoice and reports

Module 8: BOMs & Product Transfer – Create and Check BOMs and manage product transfers

Module 9: Product Pricing Options – Provide special prices, create, delete and move customers in price lists

Module 10: Sales Orders – Enter and manage sales orders, discounts and goods

Module 11: Recurring Sales Orders – Create, process and edit recurring sales orders

Module 12: Processing Sales Orders – Print, change, report sales orders and allocate stock, use Shortfall feature and much more

Module 13: Using Filters and Search – Use, set, save and clear filter options

Module 14: Credit Control – Learn about credit control basics

Module 15: Chasing Debts and Debt Analysis – Understand the chase debt view, send statements, account letters, add a communication and debt analysis

Module 16: Disputed Invoices – Recording disputes with customers, setting up dispute reasons, apply dispute in an invoice and clearing it

Module 17: Customer Refunds – Enter payment, process refunds and check transaction details

Module 18: Late Payment Legislation – Set up system for late payment, setting the customer record for credit charges, using credit charges wizard, and checking transaction details

Module 19: Writing Off Bad Debts –Write off bad debt, delete recurring sales and setting inactive flags

Module 20: Cash Flow Forecasting – Cash flow forecast, include and exclude bank accounts, sales and purchases

Sage 50 Accounts Advanced Level

Module 1: Company Review – Reviewing customer receipts, batch payments, and VAT reconciliation

Module 2: Cost of Sales (Closing Stock) – Calculating cost of sales, stock value, utilizing stock wizard

Module 3: Importing Data – importing customer records and other data

Module 4: Batch and Global Changes – Using batch changes and global changes on sales prices and from a supplier

Module 5: Customer Discounts – Discounts by invoice value, product quantity, copying a discount matrix, applying discounts to customer records and other discount methods

Module 6: Quotations –Learn about quotations and converting them, create a quotation and service quotes, and print quotations

Module 7: Winning and Losing Quotations – Winning and losing quotes, opening lost quotation and winning it, ordering stock and processing converted invoices

Module 8: Pro Froma Invoices – Creating a froma invoice, processing a payment on account, converting a pro froma to a real invoice and allocating payment on account

Module 9: Contra Entries – Adding supplier invoice and entering contra entries

Module 10: The Audit Trail – Viewing and clearing audit trail, exporting to excel, printing audit trail report, and locking the date to prevent postings

Module 11: Corrections – Adding some incorrect transaction, Journal reversals, correcting posted transactions, checking petty cash activity and file maintenance

Module 12: Passwords and Access Rights – Setting company password, access rights and checking the access rights menu option

Module 13: Setting a Budget – Choosing the standard budgeting method, entering budget details, variances, nominal ledger, and basing budgets

Module 14: Setting up Departments – Setting up departments, departmental balance sheet, nominal analysis reports and much more

Module 15: Departmental Budgets – Choosing an advanced budgeting method, setting departmental budget, adding departmental budget figures, variance reports

Module16: Project Costing – Activating project costing, project cost configuration, setting up resources

Module 17: Project Costing Example – Creating & editing projects, project budget, allocating stock, project charges and activity

Module 18: Project Completion – Raising sales invoice, project analysis, credits, enquiry, reports and marking and deleting projects

Module 19: Report Designer Basic Skills –Using report designer, opening report layout, switching between preview and designer view, working with objects, adding text and variable objects, editing text object, simple formatting, closing report designer, and more

Module20: Report Designer Wizard – Utilizing report wizard to create, save, use new reports, editing report layout and adding criteria

Module 21: Report Designer Extra – Adding graphics, active complete, deleting layouts, reports, and letters

Module 22: Foreign Trader and Currencies – Foreign trader and currencies, setting up foreign trader options, currency table, and foreign currency bank account

Module 23: Invoices and Payments in Euros – Checking European customer record, creating invoice in euros, receiving payments

Module 24: Foreign Currency Suppliers and Payments – adding foreign suppliers, purchase good in euros and kronor, paying in euros from euro bank account, paying foreign supplier from a GBP bank account

Sage 50 Payroll for Beginners

Module 1: Payroll Basics – Setting up payroll, tax codes, month end, reports, keeping records, licence limitations and links to an accounts program

Module 2: Company Settings – Details, bank & coinage, absence, analysis, tax funding, statutory funding, HMRC payments, documents

Module 3: Legislation Settings – Legislation setting dialog box, PAYE, NI bands & rates, SSP, SMP/SAP/SPP/ShPP, car details, student, AEO rates, minimum wage, childcare, automatic enrolment

Module 4: Pension Scheme Basics – Pensions schemes dialog box, setting up pension scheme, pensions regulator website and the sage 50 payroll pensions module

Module 5: Pay Elements – Pay elements settings dialog box, managing payment and deduction types, loans, net payments, salary sacrifice

Module 6: The Processing Date – Changing the processing date

Module 7: Adding Existing Employees – Using quick employee, adding multiple employees, changing their status, updating year-to-date values

Module 8: Adding New Employees –Adding new employees in a variety of ways

Module 9: Payroll Processing Basics – Payroll process view, change processing dates

Module 10: Entering Payments – Entering payment window, checking and editing payments

Module 11: Pre-Update Reports – Employer costs report, payslips, BACS payments reports, figures for accounts

Module 12: Updating Records – Updating records, period end P32 report

Module 13: e-Submissions Basics – e-submissions settings, EAS, FPS, EPS

Module 14: Process Payroll (November) – Entering payments, pre-update reports, updating records, P32 reports, full payment submission

Module 15: Employee Records and Reports – Using employee record window, tabs and to find employee and their reports

Module 16: Editing Employee Records – Editing different records for employees, creating new factored pay elements, applying pay elements to employees

Module 17: Process Payroll (December) – Processing the payroll, entering payments, pre-update reports, updating records, P32 report and Full payment submission

Module 18: Resetting Payments – Introduction to reset payments wizard

Module 19: Quick SSP – Processing the payroll with SSP, entering payments, pre-update reports, updating records, P32 report and full payment submission

Module 20: An Employee Leaves – Entering payments, updating records, lever wizard, P32 report, full payment submission, rejoining employees

Module 21: Final Payroll Run – Entering payments, pre-update reports, updating records, P32 report, full payment submissions

Module 22: Reports and Historical Data – Reports window, employee, company, legislation and historical reports, historical data settings, printing historical payslips and history report by employee

Module 23: Year-End Procedures – Year end tasks, payroll year end wizard, post year-end tasks

Sage 50 Payroll Intermediate Level

Module 1: The Outline View and Criteria – View by department and payment method, payment period and payment method, and resetting criteria

Module 2: Global Changes – See the affects of global changes to pay period and pay method, tax codes, and pay rates

Module 3: Timesheets – Using and resetting timesheets, processing payroll and changing process dates

Module 4: Departments and Analysis – Focus on managing new and old departments and their employees, analysis in different platforms

Module 5: Holiday Schemes – Reviewing holiday schemes, adding new ones, arranging national holidays and managing employee holiday schemes

Module 6: Recording Holidays – Recoding holidays, removing absence days, checking holiday records, holiday scheme reports

Module 7: Absence Reasons – Customize absence reasons, recording absence, different examples, reducing pay for unauthorised absence and absence reports

Module 8: Statutory Sick Pay – Working with patterns and absence year, SSP qualifications, rates, reports, and utilizing quick SSP dialog box

Module 9: Statutory Maternity Pay – SMP rates, payment, managing maternity details, processing payroll, other parental leave, changing the processing date and more

Module 10: Student Loans – Setting up and processing student loan repayments for employees

Module 11: Company Cars – Adding new cars, keeping track of business trips, processing payroll, car reports and taxation

Module 12: Workplace Pensions – Payroll pension module, automatic enrolment, reviewing pension scheme details, reports and more

Module 13: Holiday Funds – Managing holiday fund payments, processing payroll, paying out from the holiday fund, holiday fund reports and more

Module 14: Roll Back – Mistakes and payroll processing, roll back the payroll for selected employees, correcting mistakes and processing required change

Module 15: Passwords and Access Rights –Setting up passwords, new users, testing admin profile, changing personal password, deleting user accounts

Module 16: Options and Links – Contacts, program options, WebLinks

Module 17: Linking Payroll to Accounts – Nominal link setting dialog box, linking data

Getting Started

Getting Started- Sage 50 Accounts & Payroll 2017- Beginner to Advanced
How To Download Payroll Exercise Files

Mock Exam

Mock Exam – Sage 50 Accounting & Payroll 2017

Final Exam

Final Exam – Sage 50 Accounting & Payroll 2017

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