Sage 50 Accounts: Introduction

£230 per delegate. This may be less for special offers on specific course dates and in-company training courses

Duration: 1 day

Trainer: WC315P

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Course Aims:

This training course provides the basic knowledge required to operate the Sage 50 Accounts package. It is an extremely ‘hands-on’ course : delegates will be maintaining ledger accounts, inputting opening balances and processing journals through to production of VAT and relevant management reports.

In addition, delegates will cover bank transactions and reconciliation, plus the maintenance and use of the Sales, Purchase and Nominal Ledgers and the Product file including stock control and the production of invoices.

In all, it provides a solid background for the day-to-day use of the Sage 50 Accounts package in a commercial environment.

Who Should Attend?

All Accounts staff who need to learn how to use the Sage 50 Accounts accounting package.

Note: Participants should be competent in operating a PC.

Course Outline:

Programme Basics

- Starting Sage 50 Accounts
- The main programme window
- Modules, windows and views
- Getting help
- Exiting Sage 50 Accounts

Getting Started

- Getting started
- Restoring data for the first time
- Setting the financial year
- Backing up for the first time

Account Names & Numbers

- Debit and credit
- Double entry book-keeping
- Viewing the accounts list
- Printing the current list
- Viewing and printing Nominal List report
- Account ranges
- Changing account names
- Control accounts

Bank Entries

- Bank Receipts
- Bank Payments


- The financial state of the company
- The Trial Balance report
- The Profit and Loss report
- The Balance Sheet


- The Customers module
- Entering a new customer
- The Customer Record Wizard
- Adding more customers
- About selecting customers
- Editing customer details
- Customer delivery addresses
- Customer address lists
- Suppliers

Service Invoices

- The Invoice window
- Service Invoices
- Printing invoices
- Updating ledgers
- Viewing customer and invoice information
- Re-printing the invoice


- Products
- Adding new products
- The Product Record window
- Non-Stock and Service items

Stock Control

- Stock adjustments in
- Stock adjustments out
- Stock returns
- Product activity
- Stocktaking
- Re-order levels
- The Product Dashboard

Product Invoices

- Product Invoices
- Adding an invoice with a customer delivery address
- Adding a further invoice
- Mix and match invoicing
- Printing the invoices
- Changing an invoice
- Updating the ledgers
- Adjustments in Product Credit Notes

Reviewing your Accounts

- The financial state of your company

Sending Statements

- Customer Dashboard
- Account balances
- Aged debtors analysis
- Statements

Customer Receipts

- Customer Receipts
- Automatic allocation of receipts
- Manual allocation of receipts
- Partial allocation of receipts
- Giving a discount
- Payments on account
- Customer Activity

Purchase Invoices

- Supplier details
- Batch invoices
- Supplier account balances

Supplier Payments

- Payments to suppliers
- Making a payment
- Printing remittance advice notes
- Printing cheques
- Supplier activity

More about the Nominal Ledger

- Journal entries
- Nominal code activity
- Nominal Ledger Graph
- Nominal records

More about Bank Accounts

- Bank transfers
- Combined payments
- Petty cash transactions
- Bank Reconciliation

Recurring Entries

- What are recurring entries?
- Adding new recurring entries
- Adding a receipt
- Adding journal credits and debits recurring entries
- Setting up a bank transfer recurring entry
- Editing an entry
- A recurring entry processed weekly
- Processing recurring entries
- Suspending postings
- Deleting recurring entries

VAT Returns

- Notes on VAT returns
- Producing a VAT return
- VAT adjustments
- Printing the VAT return
- Reconciling the VAT transactions
- Updating the VAT account references

Simple Reports & Information

- Information
- Reports

Additional Information

This course can be offered both as an open course and as a one-to-one private session with the trainer.
The course either has new dates in data loading, or is only run as a dedicated or In Company course.
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