Sage Training – Advanced (2 Days)

This 2 day Advanced Sage training course takes you beyond the core modules. It shows you how to look at and report on the data held within Sage Line 50 Accounts, the processes for Month End and Year End, credit control, depreciation, VAT, prepayments and accruals. It will show you how to search efficiently when looking for items, how to set up recurring items so that they don’t need multiple processing and how to prepare use management reports and integrate them with Microsoft Excel and Word.

This course is instructor led, and involves working on practical, hands on examples and exercises in a workshop environment. Led by highly experienced Sage trainers with many years of experience our hands-on courses mean that you will leave with lots of practical Sage experience as well as useful tips and tricks.

By the end of this course you will be able to take full advantage of all of the tools and modules within Sage Line 50. With practice you will be a confident, advanced user of Sage and able to tackle most tasks quickly and efficiently.

This training course is intended for those currently using or who have used the core modules within Sage Line 50 Accounts or other computerised accounting software. It will assume that you are comfortable with double-entry bookkeeping.

  • Reconcile bank transactions and adjustments
  • Look at retrospective report (2011 only)
  • New export to Microsoft® Excel (2011 only)
  • How to use search criteria and wild cards
  • Do multiple level searches
  • How to undo a search
  • Configurable columns
  • Use the communications and diary functions to help with credit control
  • Adding comments, notes and documents
  • Understand current and retrospective reports
  • Produce customer statements and letters
  • How to “Flag” invoices under dispute and the reason why
  • How to write off customer transactions and small account differences
  • VAT adjustment
  • Set up standing orders and other regular transactions
  • How to set up and process prepayments and accruals
  • Set up assets types
  • How to enter, apply n/l codes for automated posting and disposal of an asset
  • How to process the depreciation charge
  • Valuation reports
  • Understand, create new and amend existing Profit and Loss, budget, departmental, Quick Ratio and Balance Sheet reports
  • Batch reports
  • Use Microsoft® Excel and Word integration
  • Type of imports allowed
  • How to import transactions
  • Common errors and how to fix them
  • Prepare VAT returns and EC sales reports
  • e-VAT submission
  • How to set up Flat Rate scheme
  • Understand the procedures
  • Clearing transactions
  • Company archive