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Training |
Sage Line 50 - Advanced
Course Description
Building
upon skills attained in the earlier Sage Line
50 courses.
Prerequisites
Sage
Line 50 - Introduction and Sage Line 50 - Intermediate or equivalent
knowledge.
Study Method:
Flexible
Learning: Group
Training
What Next?
OCR
Bookkeeping & Accounting qualifications
Course Content
Before You Start
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
Working with Sage Line 50 in a shared environment with multiple users
Working through the chapters
Course aims
Getting Started
Starting Sage Line 50
The Startup Wizard
Entering a logon name and password
Using your exercise diskette
Restoring data for the first time
Setting the financial year
Backing up for the first time
Importing Data
Preparing data for importing
Importing customer records
Setting up Departments
Departments
Setting Budgets
Budgets
Setting your budget
Using one year’s actuals for the next year’s budget
Setting up Discounts
Customer discounts
Discount by invoice value
Discount by product quantity
Applying a customer discount
Settlement discounts
Discounts by invoice item line
Raising Quotes
Quotes
Sales order quotes
Raising a quote via invoicing
Creating Orders and Invoices from Quotes
Creating sales orders and invoices from quotes
Creating a sales order from a sales quote
Creating an invoice from an invoice quote
Processing the invoices
Proforma Invoices
Creating a proforma invoice
Processing the payment on account
Creating the invoice
The Euro and other Foreign Currencies
Establishing which version of Sage Line 50 v5 you are running
What is the euro?
Setting up the currency table
Invoicing in Euros
Creating an invoice with a euro total
Adding a euro sales invoice
Receiving Payments in Euros
Currency variations
Updating the currency table
Receiving euro payments
Paying Foreign Currency Invoices
Entering supplier invoices
Paying foreign currency invoices
Contra Entries
What is a contra entry?
Entering the purchase invoices for the customer/supplier
Entering contra entries
Batch Payments
Entering the Supplier invoices
Entering batch purchase payments
Printing cheques
Changing Posted Records
Adding an incorrect payment
Checking the audit trail
File maintenance
Checking the petty cash account
Global Changes
What are global changes?
Making global changes to sales prices
Global changes
Changing specific records
The Opening and Closing Stock Wizard
Calculating the cost of sales
Using the Opening and Closing Stock Wizard
Report Designer
Printing an existing report layout
Using the Report Designer
Changing the sales order layout
Creating a new report
Analysing Budgets and Departments
Analysing the budget
Analysing department sales and expenditure
The Audit Trail
What is the audit trail?
Viewing the audit trail
Printing the audit trail report
Clearing the audit trail
Setting Passwords & Access Rights
Setting up password protection
Testing the logons, deleting logon names