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  • Accounts/Sage 50 Accounts Introduction and Setup

Sage 50 Accounts Introduction And Setup

Course Title Sage 50 Accounts Introduction & Set up Course Duration 1 Day Course Summary
  Duration: 1 day This 1 day course covers the basic principles & set-up of Sage 50 Accounts   Who should attend? New users of Sage 50 Accounts Software or users who wish to have an understanding of the set up routine.   Course Content.    Introduction and Navigation The Active Set Up Wizard Welcome to Sage 50 Accounts User Interface Access Rights   Essential Settings The Financial Year VAT & Sage 50 Accounts Additional VAT Codes    Setting up the Nominal Ledger The Nominal Ledger Creating/Amending/Deleting Nominal Codes The Control Accounts Creating New Bank Accounts    

Customising The Chart of Accounts

The Role of the Chart of Accounts (COA)

Understanding the Chart of Accounts

Amending the Chart of Accounts

Floating nominal accounts

 

Departments

The Use of Departments

Creating Departments

Labelling Departments

 

Customer & Supplier Records

Setting Customer & Supplier Defaults

Custom Fields

Creating New Customer & Supplier Accounts

The new customer wizard

Importing Customer or Supplier Records

 

Customer & Supplier Opening Balances

Preparing for Opening Balances

Entering the Opening Balances

Checking the Opening Balances

Ruling off the Ledgers (optional)

 

 Nominal Ledger Opening Balances

  • Preparing for the Opening Balances
  • Entering the Bank Balance
 

Course Objectives

New users of Sage 50 Accounts Software or users who wish to have an understanding of the set up routine.