Sage Line 50 Financial Controller - Introduction
Course Description
A starting point for those new to Sage accounts software. Assumes a level of accounts knowledge (the course is not an introduction to accounts) and covers all the key features of the software.
2 Days
€595.00
Prerequisites
Knowledge of accounts preparation and computerised / manual book-keeping skills are required. Participants are assumed to have a good level of computer knowledge if not of accounts software.Before You Start 1
Windows versionsDifferent Sage Line 50 versions
Avoiding the loss of data from a live version of Sage Line 50
Working with Sage line 50 as a singular user
Before You Start 2
Working with Sage Line 50 in a shared environment with multiple usersWorking through the chapters
Course aims
Program Basics 1
Starting Sage Line 50The ActiveSetup Wizard
Entering a logon name & password
The Tip of the Day dialog box
Program Basics 2
The main program windowusing the menus and toolbar
Getting help
Exiting Sage Line 50
Summary - Program Basics
Getting Started
Getting startedRestoring data for the first time
Setting the financial year
Backing up for the first time
Ending the session
Summary - Getting Started
Account Names & Numbers 1
Getting startedDebit and credit
Double entry book-keeping
Viewing and printing the accounts list
Previewing the accounts list
Printing the accounts list
Account Names & Numbers 2
Account rangesTransaction and double entry
Changing account names
Control accounts
Ending the session
Summary - Account Names & Numbers
Bank Receipts
Getting startedEntering a bank receipts
Saving a transaction
Ending the session
Summary - Account Names & Numbers
Bank Payments
Getting startedBank payments
Using the Bank Payments window
Ending the session
Summary - Bank Payments
Financials
Getting startedThe financial state of the company
The Trial Balance report
The Profit and Loss report
The Balance Sheet
Ending the session
Summary - Financials
Customers 1
Getting startedCustomer details
Entering a new customer
The Customer Record Wizard
Account references
Additional information
Adding more customers
Customers 2
About selecting customersEditing customer details
Changing the address details
Agreeing terms
Customers 3
Customer delivery addressesAdding two delivery addresses
Customer address lists
Ending the session
Summary - Customers
Suppliers
Getting startedSupplier details
Editing the supplier record
Backing up
Ending the session
Summary - Suppliers
Service Invoices 1
Getting startedService invoices
Entering order information
Footer and payment details
Save or Print
Service Invoices 2
Printing invoicesUpdating ledgers
Re-printing the invoice
Ending the session
Summary - Service Invoices
Products 1
Getting startedProduct categories
Products
Product records
Adding new products
Products 2
Adding further stock itemsThe Product Record window
Non-Stock and Service items
Ending the session
Summary - Products
Stock Control 1
Getting startedStock adjustments in
Stock adjustments out
Stock returns
Product activity
Stocktaking
Stock Control 2
Re-order levelsRemember
Backing up
Ending the session
Summary - Stock Control
Product Invoices 1
Getting startedProduct invoices
Sales details
Giving discounts
Order details
Footer and payment details
Product Invoices 2
Saving the invoiceAdding an invoice with a customer delivery address
Adding a further invoice
Mix and match invoicing
Printing the invoices
Checking the invoices
Product Invoices 3
Changing an invoiceAdding carraige charges
Adjustments in
Updating the ledgers
Ending the session
Summary - Product Invoices
Product Credit Notes
Getting startedProduct credit notes
Print and update the ledgers
Backing up
Ending the session
Summary - Product Credit Notes
Reviewing Your Accounts
Getting startedThe financial state of your company
The Profit & Loss report
The Balance Sheet report
Sending Statments
Getting startedAccount balances
Aged debtors analysis
The Aged Debtors Analysis report
Statements
Ending the session
Summary - Sending Statements
Customer Receipts 1
Getting startedAutomatic allocation of receipts
Manual allocation of receipts
Partial allocation of receipts
Giving a discount
Customer Receipts 2
What happened to the discountPayments on account
Backing up
Ending the session
Summary - Customer Receipts
Customer Activity
Getting startedCustomer activity
Ending the session
Summary - Customer Activity
Purchase Invoices
Getting startedSupplier details
Batch supplier invoices
Account balances
Ending the session
Summary - Purchase Invoices
Supplier Payments 1
Getting startedPayments to suppliers
Making a payment
Printing remittance advice notes
Purging and deleting remittance details
Supplier Payments 2
Printing chequesPurging cheque printing details
Supplier activity
Ending the session
Summary - Supplier Payments
More about the Nominal Ledger
Getting startedJournal entries
A second example
Nomianl Code activity
Nominal records
Ending the session
Summary - More about the Nominal Ledger
More about Bank Accounts
Getting startedBank transfers
Combined payment
Printing cheques via the Bank Payments window
Petty cash transactions
Ending the session
Summary - More about the Bank Accounts
Bank Reconciliation
Getting startedGrouping bank transactions
Reconciliating your bank account
Finding transactions
The last step
Turning off the group transactions option
Ending the session
Recurring Entries 1
What are recurring entriesAdding new recurring entries
Adding a second payment
Adding a receipt
Adding journal credits and debits
Editing an entry
Recurring Entries 2
A recurring entry processed weeklyProcessing recurring entries
Processing
Suspending postings
Deleting recurring entries
Ending the session
Summary - Recurring Entries
VAT Returns 1
Getting startedNotes on VAT returns
Producing a VAT return
Viewing the underlying transactions
Printing the VAT return
Reconciling the VAT transactions
VAT Returns 2
Updating the VAT account referencesUsing the VAT Transfer Wizard
Paying the VAT
Ending the session
Summary - VAT Returns
Reports & Information 1
Getting startedInformation
The Audit Trail
The Trial Balance
The Profit & Loss report
Reports & Information 2
The Balance SheetReports
Other useful reports
Ending the session
Appendix A - The ActiveSetup Wizard
Sage 50Sage AccountsSage Financial ControllerSage