Sage 50 Accounts level 3
Advanced Course for Sage 50 Accounts Professional
Training pack includes:
Manual, 180 Day Training Software (latest version), Exercise Files, Tutor Support and Standard Completion Certificate
| 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 single user or in a shared environment with multiple users? Working through the chapters Using the ActiveSearch popup lists Course aims 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 ~ Importing Data Preparing data for importing Importing customer records Performing the import Checking the customer records Summary ~ Importing Data Chapter 5 ~ Setting up Departments Why use departments? Setting up departments Summary ~ Setting up Departments Chapter 6 ~ Setting Budgets Budgets Entering nominal code budget details Advanced budgeting method Choosing the budgeting method Setting your budget by department Checking the departmental budgets Running a Variance Report Using one year’s actuals for the next year’s budget Summary ~ Setting Budgets Chapter 7 ~ Setting up Discounts Customer discounts Discount by invoice value Discount by product quantity Copying an entire discount matrix Copying part of a discount matrix Applying a customer discount Settlement discounts Discounts by invoice item line Product discount scheme descriptions Summary ~ Setting up Discounts Chapter 8 ~ Quotations About quotations and converting quotations The Convert quotes to option Creating a product quotation Checking the discounts that have been applied Adding the customer quotation reference Adding carriage and settlement terms Entering an expiry date for the quotation Saving and closing the quotation Creating a service quote Allocating a sale to a department Adding the customer quotation reference Printing quotations The Invoicing window Summary ~ Quotations Chapter 9 ~ Converting Quotations Winning and losing quotations Convert/Set as Won Lost/Set as Lost Set as Open Winning a quotation Losing a quote Retrieving a lost quotation and winning it Marking the quotation as open and revising it Winning the order and converting the quotation Summary ~ Converting Quotations Chapter 10 ~ Pro-forma Invoices Creating a pro-forma invoice Producing the pro-forma Add the new customer Adding the service details Printing the pro-forma Processing the payment on account Creating the invoice Allocating the payment on account Summary ~ Pro-forma Invoices Chapter 11 ~ The Euro & Other Foreign Currencies The euro Sage Line 50, the euro and foreign currencies VAT and VAT codes for EU transactions Setting up the Foreign Trader option The Foreign Trader Setup Wizard Setting up the currency table Setting up currencies Foreign currency bank accounts Setting up your foreign bank accounts Summary ~ The Euro & Other Foreign Currencies Chapter 12 ~ Invoicing in Euros Creating a sales invoice with a euro total Adding a new EU customer Entering the order details Checking the tax code and department Completing the sales order Printing the sales invoice Adding a euro sales invoice Checking the tax code and department Printing the service invoice with a Euro Total and update ledgers Summary ~ Invoicing in Euros Chapter 13 ~ Receiving Payments in Euros Updating the currency table Updating currencies Receiving euro payments Entering another euro cheque How Sage Line 50 has dealt with the exchange rate variance Summary ~ Receiving Payments in Euros Chapter 14 ~ Paying Foreign Currency Invoices Entering supplier invoices Setting up the supplier default currencies Entering euro currency supplier invoices Entering supplier invoices in currencies other than euros Paying foreign currency invoices Checking the supplier activity for exchange rate variance Summary ~ Paying Foreign Currency Invoices |
Chapter 15 ~ Contra Entries What is a contra entry? Entering the purchase invoices for the customer/supplier Entering contra entries Checking the supplier and customer balances Summary ~ Contra Entries Chapter 16 ~ Batch Payments Entering the supplier invoices Entering batch purchase payments Printing cheques Summary ~ Batch Payments Chapter 17 ~ Changing Posted Records Adding incorrect payments Checking the audit trail Using journal reversals File maintenance Corrections Editing the record Checking the petty cash account Account activity Summary ~ Changing Posted Records Chapter 18 ~ Batch Changes & Global Changes What are batch changes? Making a batch change to customer settlement terms What are global changes? Making global changes to sales prices Using the Global Update Wizard Checking the product sales prices Changing specific records Summary ~ Batch Changes & Global Changes Chapter 19 ~ The Opening and Closing Stock Wizard Calculating the cost of sales Using the Opening and Closing Stock Wizard Checking the Profit & Loss report Summary ~ The Opening and Closing Stock Wizard Chapter 20 ~ Analysing Budgets & Departments Analysing the budget Viewing the departmental budgets Analysing department sales & expenditure Departmental profit and loss report Summary ~ Analysing Budgets & Departments Chapter 21 ~ The Audit Trail What is the audit trail? Viewing the audit trail Printing the audit trail report Clearing the audit trail Summary ~ The Audit Trail Chapter 22 ~ Report Designer Basic Skills About reports and layouts Using the Report Designer Objects that can be found on reports Basic skills Tooltips Selecting objects Customising a customer letter Starting the Report Designer Open an existing layout Preview and Designer view Saving a layout with a different filename Tooltips and selecting objects Displaying tooltips Selecting objects Deleting objects Moving objects Adding text and variable objects Editing a text object Simple formatting Changing a layout name Closing Report Designer Using your new letter Summary ~ Report Designer Basic Skills Chapter 23 ~ Report Designer More Skills Opening an invoice form for editing Customising the invoice Adding variable objects and their titles Adding an image Final changes Using the customised invoice Deleting a layout Summary ~ Report Designer More Skills Chapter 24 ~ The Sage Report Wizard Creating a new report Creating the customer telephone list report Changing the page setup Moving fields Saving the telephone list report Changing the report title Accessing the new report Deleting a report Summary ~ The Sage Report Wizard Chapter 25 ~ Project Costing What is project costing? Setting up project costing Activating project costing Setting up project statuses and cost codes Setting up resources Using project costing Setting up the project record Entering purchase invoices Posting stock to a project Posting non-stock items to a project - project only costs Assigning resources Analysing the project Adding budgets Analysis Project enquiry Raising the sales invoice Project credits Raising the sales invoice Billing the customer Completing the project Project reports Summary ~ Project Costing Chapter 26 ~ Setting Passwords & Access Rights Setting password access to Sage Setting a company password Testing the company password Removing company password protection Setting up individual password protection Setting up users and limiting what they use in Sage Deleting logon names Summary ~ Setting Passwords & Access Rights Appendix A ~ The ActiveSetup Wizard |
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