Sage Line 50 Financial Controller - Advanced

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Description:
This course is aimed at experienced Sage users who wish to learn some additional features of the software or those who have completed an intermediate course in Sage.
Prerequisites:
Participants are expected to have prior experience with Sage software, to be familiar with all the main functions of Line 50 and to have a good knowledge of accounting fundamentalss.
Before You Start 1:
Assumptions
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
Before You Start 2:
Working with Sage Line 50 in a shared environment with mulitple users
Working through the chapters
Using the Active Search popup lists
Course aims
Getting Started 1:
Starting Sage Line 50
The Active Setup Wizard
Entering a logon name & password
The Tip of the Day dialog box
Using your exercise diskette
Getting Started 2:
Restoring data for the first time
Setting the financial year
Backing up for the first time
Ending the session
Summary - Getting Started
Importing Data:
Getting Started
Preparing data for importing
Importing customer records
Performing the import
Checking the customer records
Ending the session
Summary - Importing Data
Setting up Departments:
Getting Started
Departments
Ending the session
Summary - Setting up Departments
Setting Budgets:
Getting started
Budgets
Setting your budget
Entering budget details
Running the Nominal Ledger Quarterly Budgets report
Using one years actuals for the next years budget
Ending the session
Summary - Getting started
Setting up Discounts 1:
Getting started
Customer discounts
Discount by invoice value
Discount by product quantity
Copying an entire discount matrix
Setting up Discounts 2:
Copying part of a discount matrix
Applying a customer discount
Settlement discounts
Discounts by invoice item line
Product discount scheme descriptions
Ending the session
Summary - Setting up Discounts
Raising Quotes 1:
Getting started
Quotes
Sales order quotes
Checking discounts that have been applied
Adding the customer quotation reference
Adding carriage and settlement terms
Printing the sales order quote
Raising Quotes 2:
Raising a quote via Invoicing
Allocating a sale to a department
Adding the customer quotation reference
Saving and printing the quote
Ending the session
Summary - Raising Quotes
Creating Orders & Invoices from Quotes:
Getting started
Creating sales orders and invoices from quotes
Creating a sales order from a sales quote
Processing the invoices
Ending the session
Creating a sales order from a sales quote
Creating an invoice from an invoice quote
Processing invoices
Proforma Invoices 1:
Getting Started
Creating a proforma
Add the new customer
Adding the service details
Printing the proforma
Proforma Invoices 2:
Processing the payment on account
Creating the invoice
Allocating the payment on account
Ending the session
Summary - Proforma Invoices
The Euro & Other Foreign Currencies 1:
Getting Started
The euro
Sage Line 50, the euro and foreign currencies
VAT and VAT codes for EU transactions
Setting up the currency table
Setting up currencies
The Euro & Other Foreign Currencies 2:
Currency variations
Adding a new nominal account for currency variations
Checking the Nominal Ledger Chart of Accounts
Creating a new nominal code
Ending the session
Summary - The Euro & Other Foreign Currencies
Invoicing in Euros 1:
Getting started
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
Invoicing in Euros 2:
Printing the sales order
Adding a euro sales invoice
Checking the tax code and department
Printing the service invoice with a Euro Total
Ending the session
Summary - Invoicing in Euros
Receiving Payments in Euros 1:
Getting started
Updating the currency table
Updating currencies
Receiving euro payments
Using the Euro calculator
Receiving Payments in Euros 2:
Entering another euro cheque
Adding the batch customer credits for exchange rate variance
Ending the session
Summary - Receiving Payments in Euros
Paying Foreign Currency Invoices:
Getting Started
Entering supplier invoices
Entering euro currency supplier invoices
Entering supplier invoices in currencies other than euros
Paying foreign currency invoices
Ending the session
Summary - Paying Foreign Currency Invoices
Contra Entries:
Getting started
What is a contra entry?
Entering the purchase invoices for the customer/supplier
Entering contra entries
Checking the supplier and customer balances
Ending the session
Summary - Contra Entries
Batch Payments:
Getting started
Entering the supplier invoices
Entering batch purchase payments
Printing cheques
Ending the session
Summary - Batch Payments
Changing Posted Records:
Adding incorrect payments
Checking the audit trail
Using Reversals
File maintenance
Corrections
Editing the record
Checking the petty cash account
Account activity
Global Changes:
What are global changes?
Getting started
Making global changes to sales prices
Using the Global Update Wizard
Checking the product sales prices
Changing specific records
Ending the session
Summary - Global Changes
The Opening and Closing Stock Wizard:
Getting started
Calculating the cost of sales
Using the Opening and Closing Stock Wizard
Checking the Profit & Loss report
Ending the session
Summary - The Opening and Closing Stock Wizard
Report Designer 1:
Getting started
Printing an existing report layout
Checking the discounts
Printing the quote
Using the Report Designer
Objects that can be found on reports
Changing the sales order layout
Using tooltips
Report Designer 2:
Adding variable objects
Change the font size and style
Tidying up
Save the report
Changing the report description
Inserting text objects
Exiting the Report Designer
Using the new report layout
Report Designer 3:
Deleting a report
Creating a new report
Using the Sage Report Wizard
Creating the customer telephone list report
Saving the telephone list report
Deleting the telephone list report
Ending the session
Summary - Report Designer
Analysing Budgets & Departments:
Getting started
Analysis the budget
Analysis department sales & expenditure
Ending the session
Summary - Analysing Budgets & Departments
The Audit Trail:
Getting started
What is the audit trail?
Viewing the audit trail
Printing the audit trail report
Clearing the audit trail
Ending the session
Summary - The Audit Trail
Setting Passwords & Access Rights 1:
Getting started
Setting password access to Sage
Setting a company password
Testing the company password
Removing company password protection
Setting Passwords & Access Rights 2:
Setting up individual password protection
Setting up users and limiting what they use in Sage
Testing the logons
Deleting logon names
Ending the session
Summary - Setting Passwords & Access Rights