Sage 50 Accounts Essentials E-Learning

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Sage E-Learning is hosted completely online offering that ultimate flexibility so you can log on and work through the course material whenever and wherever you like. You can complete the course and improve your skills in as little as 1 day but can be accessed for 12 weeks from the day you start.

  • Virtual scenarios take you through each stage
  • Re-use the course within the 12 week licence period
  • Includes interactive quizzes to test your knowledge

This course will provide you with a comprehensive learning tool to fully understand and operate your Sage 50 Essentials software. Complete a certification exam to prove your knowledge and gain an official Sage qualification.

Stage 1: Getting started

  • Navigate confidently through Sage 50 Essentials
  • Configure your software to suit your company’s requirements
  • Set up and amend:
    • Users and access rights
    • Bank, cash and credit card accounts
    • Customer and supplier records
    • Departments
  • Understand the role of the chart of accounts and how to amend it
  • Enter opening balances for nominal, customer and supplier accounts

Stage 2: Entering day-to-day transactions

  • Enter supplier invoices, credit notes and post supplier payments
  • Create and print service invoices, quotes and credit notes for customers
  • Post customer receipts
  • Post bank and cash transactions
  • Produce product invoices and cash sales
  • Interrogate your data using searches to enable more accurate reporting
  • Understand how to correct errors
  • Check and safeguard data using backups

Stage 3: Period end tasks, returns and reconciliations

  • Manage your credit control, including statements and overdue letters
  • Write off bad debt and perform a VAT reclaim
  • Perform a bank reconciliation
  • Produce financial reports, including the Profit & Loss report and Balance Sheet
  • Produce, check and submit your VAT Return
  • Prepare for, and run the Year End routine
  • Send information from Sage 50 Essentials to Microsoft Excel
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