Sage Line 50

Sage Line 50

Introduction to Sage

• Logging in/out of Sage
• The Sage Desktop

Company Setup

• Active Setup wizard
• Configuration Editor
• Company Setup & Preferences

Customers & Suppliers

• Creating / Amending Customer Records
• Creating / Amending Supplier Records
• Posting Customer / Supplier Opening Balances

Supplier / Customer Postings

• Posting Supplier / Customer Invoices & Credit Notes
• Posting Supplier payments
• Posting Customer receipts

Bank

• Creating Bank Accounts
• Posting Bank payments/receipts
• Bank Transfers
• Bank Reconciliation
• Bank Transfers
• Recurring Entries
• E-Banking

Nominal Ledger

• Nominal Ledger Structure
• Creating Nominal Accounts
• Posting Journals
• Chart of Accounts Setup
• Skeleton Journals
• Accruals & Prepayments
• Reversal of Journals

Information & Reports

• Inquiry screens
• Reporting
• Sage MIS

Housekeeping Routines

• Access Rights
• Data Backup & Restore
• Data Maintenance

Financials

• Financial Reports
• Finding transactions
• VAT Return
• Verify

Reporting

• Credit Control & Task Manager
• Profit & Loss / Balance Sheet / Cashflow Reporting
• Labels, Letters, Reports in Customer/Supplier Ledgers

Other

• Global Changes
• Error Correction
• Month End / Year End Routines

Fixed Assets

• Setting up Fixed Assets
• Posting Depreciation
• Asset Reports
• Asset Disposal

Stock Control

• Product Setup and Categorisation
• Pricing & Discount Structures
• Entering Opening Stock Balances
• Bill of Materials
• Product Transactions
• Product Enquiries & Reports

Invoice Production

• Creating and Amending Invoices
• Invoice Templates & Recurring Invoices
• Quotations and Pro-formas
• Invoice Layouts and Reports

Purchase Order Processing

• Entering/Amending Purchase Orders
• Receiving Goods into Stock
• Posting Supplier Invoices
• Purchase Order Templates
• Stock Shortfalls

Sales Order Processing

• Entering/Amending Sales Orders
• Order Acknowledgements
• Delivery and Invoicing
• Sales Order Templates and Recurring Orders

Month End Routines

• Links to Nominal Ledger
• Monthly Journals

Project Costing

• Project Costing Setup
• Project Records
• Cost Postings
• Billing Projects
• Enquiries & Reports