Sage - Line 50/100 - Intermediate Training Course

Course Content

Introduction

• Installation instructions
• Different Sage versions
• Backing up data
• Restoring data
• Setting the financial year
• Passwords

Recurring Entries

• Adding new recurring entries
• Adding a receipt
• Adding journal credits and debits
• Editing and entry
• Processing recurring entries
• Deleting recurring entries

Payments & Accruals

• Setting up and entering prepayments
• Setting up accruals
• Processing prepayments and accruals
• Checking the nominal ledger balances
• Deleting prepayments and accruals

Fixed Assets & Depreciation

• What are fixed assets?
• Straight line depreciation
• Reducing balance depreciation
• Write off
• Entering a new fixed asset
• Asset valuation
• Asset reports

The Audit Trail

• Viewing the audit trail
• Printing the audit trail
• Clearing the audit trail

Entering Purchase Orders

• The purchase order window
• Purchase order – product items
• Entering a non-product order
• Processing & printing purchase order
• Recording complete deliveries
• Checking stock levels
• Amending deliveries
• Completing a partly delivered order
• Purchase order reports
• Deleting orders
• Cancelling Orders

Product Records & Purchase Orders

• Product cost price and re-order quantities
• Enter a purchase order
• Delivery addresses
• Entering a purchase order

Bill of Materials & Product Transfers

• What are BOM’s
• Adding new products
• Creating the BOM
• Product transfers
• Not enough components in stock
• Transfers with sub-assemblies
• Cancelling stock orders
• Product reports

Entering Sales Orders

• Sales orders window
• Sales order – product items
• Multiple line sales orders
• Using a sales order skeleton
• Processing & printing sales orders
• Allocating stock
• Changing a sales order
• Manual processing a sales order
• Deleting orders

More about Invoices

• Checking invoices
• Payment details
• Updating ledgers

Credit Control & Bad Debts

• Credit control basics
• Sending statements
• Accounts letters
• Writing off bad debts

Overview

This course is designed to complement our Introduction Course. It assumes that the student has a basic understanding of of the double-entry principal and the main functionality of the software.

By the end of this course you should be able to use more of the advanced functions of Sage Line 50/100 including Recurring Entries; Payments and Accruals; Fixed Assets and Depreciation; Audit Trail, Purchase and Sales Order Processing; More Reporting; Credit Control and Bad Debt Provision.