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Courses > IT Courses > Sage Accounts 50 Plus Fundamentals
 
   
 
Sage Accounts 50 Plus Fundamentals
 
Target Audience:  

Users who need to record and track accounts and purchase ledger data using Sage Accounts 50 Plus.

 
   
Objectives:  

On completion of the course, users will be able to process accounting transactions and produce relevant reports.

 
   
Prerequisites:  

An understanding of basic accounting techniques including Sales, Purchase and Nominal Ledger.

 
   
 
       
     
  Duration: 1 Day
  Cost: £175 + VAT
     
 
  Course Date Location
     
Demand led
Call to request dates
     
     
         

Introduction

  • Logging On & Logging Off
  • Performing Commands with Function Keys, Menus & Toolbars

Getting Assistance

  • Getting Help in Sage Accounts

Overview of the Ledgers

  • Customers; Suppliers; Nominal;
  • Bank; Products; Invoicing; Financials; Projects

Customer & Supplier Records

  • Creating Customer & Supplier Records
  • Editing Customer & Supplier Records

Customer & Supplier Defaults

  • Changing Default Settings

Customer & Supplier Activity

  • Viewing Activity
  • The Activity Window

Nominal Accounts

  • Navigating Nominal Accounts
  • Modifying a Nominal Account
  • Viewing Nominal Ledger Activity

Bank Accounts

  • Creating & Editing Bank Accounts
  • Viewing Bank Account Activity

Products

  • Creating Product Records
  • Default Product Settings & Categories
 
   

Sales Invoicing & Credit Notes

  • Creating Product & Service Invoices & Crediting Notes
  • Proformas & Quotes
  • Printing Invoices
  • Generating & Printing Manual Invoices & Credit Notes

Purchase Invoices & Credit Notes

  • Supplier Invoices & Credit Notes

Payments Received

  • Working with Receipts

Payments Submitted

  • Making & Submitting Payments
  • Payment Transfers & Recurring Entries

Statements & Reports

  • Producing Customer & Bank
  • StatementsRunning Reports

Bank Reconciliation

  • Run Bank Reconciliation

Financial

  • Audit Trails & Trial Balance
  • Profit & Loss Report
  • Balance Sheet Report
  • VAT Returns

Data Management

  • Backing Up & Restoring Data
  • Checking Data & Corrections

Period End Procedures

  • Month End Procedures
  • Clear Audit Trail
  • Run the Year End Option