Sage 50 Accounts level 2

Training pack includes: Manual, Demo software, Exercise files, tutor support and standard completion certificate Sage L50 Financial Controller Intermediate.

Chapter 1 ~ Before You Start

Installation of Exercise Files

Default course folder for exercise files

Re-installing exercise files

Alternative installations for multi-user environments

Using personalised course folders

Using a diskette

Chapter 2 ~ Working with Sage Line 50

Microsoft® Windows versions

Different Sage Line 50 versions

Avoiding the loss of data from a ‘live’ version of Sage Line 50 Working with Sage Line 50 as a singleuser or in a shared environment with multiple users? Working through the chapters

Chapter 3 ~ Getting Started

Starting Sage Line 50

The ActiveSetup Wizard

Entering a password

The Tip of the Day dialog box

Restoring data for the first time

Setting the financial year

Backing up for the first time

Summary ~ Getting Started

Chapter 4 ~ Prepayments & Accruals

What are prepayments and accruals?

Prepayments

Accruals

Setting up prepayments

Entering the original invoices

Entering prepayments

Setting up accruals

Entering accruals

Processing prepayments and accruals

Which transactions were posted?

Deleting prepayments and accruals

Summary ~ Prepayments & Accruals

Chapter 5 ~ Fixed Assets & Depreciation

What are fixed assets?

Depreciation methods

Straight line depreciation

Reducing balance depreciation

Entering a new fixed asset

Entering the original purchase invoice

Entering the asset details

Entering an existing asset

Depreciating assets

Asset valuation

Asset reports

Writing off an asset

Using the Fixed Asset Disposal Wizard

Summary ~ Fixed Assets & Depreciation

Chapter 6 ~ Delivery Addresses

Delivery addresses

Adding delivery addresses

Adding multiple company delivery addresses

Setting the invoice and order defaults for delivery addresses Editing a customer delivery address

Deleting a customer delivery address

Summary ~ Delivery Addresses

Chapter 7 ~ Entering Purchase Orders

Purchase order processing

The Purchase Order Processing window

Entering a purchase order for product items

Save, discard, print & complete

Entering a non-product purchase order

Entering long descriptions

Changing the company delivery address

Summary ~ Entering Purchase Orders

Chapter 8 ~ Purchase Order Skeletons

What is a purchase order skeleton?

Creating a purchase order skeleton

Using a non-recurring purchase order skeleton

Summary ~ Purchase Order Skeletons

Chapter 9 ~ Processing Purchase Orders

Printing purchase orders

Putting purchase orders ‘on order’

Deliveries

Deliver - complete deliveries

GRN - Goods Received Notes

Amending deliveries

Recording a part-delivery

Completing a partly delivered order

Cancelling orders

Changes made to the accounts data

Creating purchase invoices from purchase orders

Purchase order reports

Deleting orders

Summary ~ Processing Purchase Orders

Chapter 10 ~ Product Records & Purchase Orders

Product records

Cost price and re-order quantities

Entering a purchase order

Summary ~ Product Records & Purchase Orders

Chapter 11 ~ BOMs & Product Transfers

What are BOMs?

Links & levels

Setting up and processing BOMs

Case studies

Case 1 - CDKIT

Duplicating product records

Case 2 - WINXPINSTTR

Case 3 - WINXPSPECIAL

Checking availability of components

Stock transfers

Not enough components in stock

Transfers with sub-assemblies

Cancelling stock transfers

Product reports

Summary ~ BOMs & Product Transfers

Chapter 12 ~ Product Pricing Options

Pricing options

Setting a special customer price

Setting special customer prices for MSNATKEY

Removing a special customer price

Creating customer price lists

Changing a cost price

Moving a customer from one price list to another

Deleting price lists

Price list reports

Summary ~ Product Pricing Options

Chapter 13 ~ Entering Sales Orders

Sales order processing

The Sales Order Processing window

Sales order - product items

Adding carriage and settlement terms

Save, discard, print & complete

Multiple line sales orders, discounts, goods not in stock

Non-product sales orders

Summary ~ Entering Sales Orders

Chapter 14 ~ Recurring Sales Order Skeletons

Sales order skeletons

Creating a sales order skeleton

Editing a sales order skeleton

Processing a recurring sales order skeleton

Editing the frequency of a recurring sales order

Deleting a sales order skeleton

Summary ~ Recurring Sales Order Skeletons

Chapter 15 ~ Processing Sales Orders

About sales order processing

Printing sales orders

Allocating stock

Using the ShortFall Generator

Sales order reports

Recording despatches

Changing a sales order

Manual processing

Partly allocated orders

Cancel, hold and unallocate

Deleting orders

Summary ~ Processing Sales Orders

Chapter 16 ~ More about Sales Invoices

Checking sales invoices

Payment details

Printing invoices

Updating ledgers

Summary ~ More about Sales Invoices

Chapter 17 ~ Credit Control

Credit control basics

Chapter 18 ~ Using the Search Option

The Customers window

Using the Search option

And or Or conditions

Finishing the Expression Wizard

Saving the search definition

Opening the search file

Summary ~ Using the Search Option

Chapter 19 ~ Statements & Account Letters

Sending statements

Accounts letters

Disputed invoices

Setting up dispute reasons in the Configuration Editor

Applying the dispute details to the sales invoice

Summary ~ Statements & Account Letters

Chapter 20 ~ Customer Refunds

Entering the overpayment

Checking the customer activity

Processing the customer refund

Printing the cheque

Checking the customer balance

Summary ~ Customer Refunds

Chapter 21 ~ Late Payment Legislation

What is the late payment legislation?

Setting up your system for late payment charges

Setting up the Credit Charges control account

Setting up the interest rate

Setting the customer record for credit charges

Adding an invoice

Charging customers for late payment

Using the Credit Charges Wizard

Summary ~ Late Payment Legislation

Chapter 22 ~ Writing Off Bad Debts

Writing off bad debts

Summary ~ Writing Off Bad Debts

Chapter 23 ~ The Sage Task Manager

Opening the Sage Task Manager

Entering tasks

Marking tasks as complete

Deleting tasks

Closing the Sage Task Manager

Summary ~ The Sage Task Manager

Chapter 24 ~ Paying Bills using the Sage Task Manager

Entering bills into the Sage Task Manager

Paying bills using the Sage Task Manager

Summary ~ Paying Bills using the Sage Task Manager

Chapter 25 ~ Cash Flow Forecasting

Showing the Cash Flow window

Change the forecast period

Include and exclude sales and purchases

Add additional information

Include and exclude bank accounts

Print the cash flow forecast

View the cash flow graph

Appendix A ~ The ActiveSetup Wizard