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SAGE LINE 50 ACCOUNTS
What is Sage?
Sage is business management software for small and
medium sized enterprises. The purpose of Sage is to
help customers run their businesses more effectively,
helping them to gain greater insight into their business
activities and providing them with lasting benefits
by automating their business processes.
This course demonstrates the basic accounting features
common to all software in the Sage Line 50 range.
Course participants will learn how to operate the
core accounting functions of a business using this
software.
This is a hands-on course for participants where the
instructor will use a case study approach to deliver
the course and expose the participants to practical
accounting using the Sage software and leading to
the preparation of management and financial accounts.
Duration: 2 days (12 hrs teaching) course
on alternate weekend each month *
Contents
Usages of Sage Line
50
Accessing Sage Line 50
Using the Search to Find Records
Finding Transactions
Getting Help Wizards
Setting up Sage Line 50
Administrative / Maintenance Tasks
Company Preferences
Customer & Supplier Defaults
Sage
Line 50 Nominal Ledger
Nominal Ledger Accounts Explained
The Nominal Account Structure
Control Accounts
Entering Nominal Records
Editing Nominal Records
Deleting Nominal Records
Entering Bank Account Records
Editing a Bank Record
Deleting a Bank Record
Planning Your Customer and Supplier Records
Deleting Supplier Records
Setting Up Your Fixed Asset Records
Customer
Ledger
Importance of Keeping a Financial System
Creating Customer Records
Batch Customer Invoice
Batch Customer Credit Note
Debtors Analysis
Customer Reports
Customer Statement
Supplier Ledger
Creating Supplier Records
Using Search
Supplier Activity
Supplier Aged Balance
Recording Supplier Invoices
Recording Supplier Credit Notes
Supplier Reports
Invoices
Invoicing
Product Invoice
Printing an Invoice
Service Invoice
Skeleton Invoice
Product Credit Note
Processing Recurring Transactions
Updating your Ledgers
Printing for Batch Invoicing
Producing Reports
Processing Sales Orders
The Sales Order Processing Toolbar
The Sales Order
Allocating Stock
Dispatching Sales Orders
Amending & Printing Sales Orders
Sales Orders Reports
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Customer Tasks in
Sage Line 50
Entering an Invoice
Posting an Invoice
Dealing with Recurring Transactions
Receiving Customer Payments
Entering a Credit Note
Deleting Invoices and Credit Notes
Supplier
Tasks in Sage Line 50
Entering an Invoice from a Supplier
Supplier Payment Control
Supplier Reports
Recording a Supplier’s Credit Note
Financials
The Audit Trail
The Trial Balance
Profit and Loss Report
The Balance Sheet
The Prior Year Report
The VAT Return
Financial Reports
Fixed Assets
The Fixed Assets Toolbar
Recording your Fixed Assets
Fixed Asset Depreciation
Depreciation and Valuation
Data Management
Backing Up Data
Restoring Data
File Maintenance
Write Off, Refund and Return
Posting Contra Entries
Run Period End Functions
Banking Tasks
in Sage Line 50
Recording a Bank Receipt
Recording a Bank, Cash or Credit Card Payment
Recording a Transfer
Reconciling Your Bank Account
Managing Your Petty Cash
Bank Accounts
Bank, Cash and Credit Accounts
Recording Bank Payments
Supplier Invoice Payments
Batch Purchase Payments
Bank Receipts
Recording Customer Receipts
Bank Transfers
Recurring Entries
Bank Account Reconciliation
Bank Reports
Reporting Tools in Sage
Line 50
An Introduction to Reports
Running the Audit Trail Report
Running the Trial Balance Report
Running the Profit and Loss Report
Running the Balance Sheet Report
Running the Quick Ration Report (Accountant Plus
and Financial Controller Only)
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