Sage 50 Accounts 2017 Advanced Level - CPD Certified

Curriculum

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

Module 2: Cost of Sales (Closing Stock) – Calculating cost of sales, value of stock, 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 formal invoice, processing a payment on account, converting a pro from 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 a 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 many 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 an invoice in euros, receiving payments.

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