Sage Training from Active Talk - in conjunction with Advantage Services

Sage 50 Self Study Workbooks:      Stage 1      Stage 2      Stage 3      1/2/3 Bundle

Sage 50 Accounts Stage 1 Self Study Workbooks (Home study)

This workbook is divided into four easy to use sections designed to help you learn how to set up and run Sage Line 50 software as quickly and confidently as possible. The workbook come with 180 day demo data cd for use with the workbook. The 180 days are activated from the date of installation.
The workbooks have been written in "bite size chunks" to enable you to start and stop your training as and when required. Each book covers a specific area within the Sage Line 50 program and the sequence allows you to stop at convenient places, to suit different learning rates.
Each book contains exercises to help you grasp the concept of using Sage Line 50, and reinforce the knowledge that you are acquiring. Included in the pack is a Practice Data CD for you to work with, so any mistakes will not affect your real company data.

Workbook Topics

Section 1: How to install and set up Sage Line 50
Learn how to install Sage Line 50 and set up your company address and profile. Cover all the initial set up routines, such as how to create your nominal and bank records, and enter new customer/supplier records.
Find out about how the chart of accounts works with your nominal ledger and how changing it will affect your Profit and Loss Report.

Section 2: How to enter Opening Balances
Whether you have transferred from using manual bookkeeping or another system, you have to enter opening balances. These include figures such as your current bank balance, VAT liability and petty cash, but they also include balances that are currently owed by customers, and indeed balances you owe suppliers.
Workbook Two looks at the decisions you need to make before you start, and will show you how to post Opening Balances.

Section 3: Starting to enter transactions
This concentrates on the day-to-day postings. It will show you how to post Journal Entries that move values from one nominal code to another, such as when posting salary journals. You will also learn how to enter Bank Transactions such as customer receipts and supplier payments by cheque, cash or credit card.
You will create customer and supplier invoices, both as batch entries and as product or service invoices.
This book demonstrates how to create credit notes and deal with discounts. It will simply teach you everything you need to know about entering customer and supplier transactions.

Section 4: Housekeeping, error corrections and customising Sage Line 50
This book will teach you how to keep your data clean and safe. Learn why it is so important to backup your data and follow the backup and restore routine.
The housekeeping routines will also demonstrate how to check and verify your data, giving you peace of mind before taking a backup.

Price: £145 (VAT 0%) plus £5 carriage

Sage 50 Accounts Stage 2 Self Study Workbooks     

Each Section contains exercises to take your knowledge further into the monthly accounting routines within Line 50. These routines are not something you would necessarily carry out every day, however they are an integral part of using accounting software and ones you need to learn in order to be a competent user of Sage. They come with 180 day demo data cd for use when learning the workbooks. The 180 days are activated from date of installation.

Workbook Topics

Section 1: Credit Control
This book will guide you through the necessary credit control features held within Sage. Not only will you learn how to check credit on screen and produce reports, you will also learn how to produce statements and letters.
This effective credit control can help to encourage your customers to pay on time.

Section 2: Month End
See how to enter prepayments and accruals for items such as your telephone bill or monthly rent payments. Learn how to add Fixed Assets to a register and how these items can be depreciated on a monthly basis. Also, learn how to use Bank Reconciliation, making everything easier to match up.

Section 3: Reporting, VAT Returns and Year End
Learn how to view and print your standard period- end management reports in Sage Line 50, including Sales and Purchase Ledger reports, Profit and Loss , Balance Sheet, Budget, Audit Trail and Quick Ratio reports.
Sage Line 50 allows you to produce and reconcile your VAT return in a few simple steps. This workbook will show you how. This workbook also explains the year-end routine and shows you how to clear the Audit Trail, process year end and prepare for your new financial year. In addition, this workbook explains how to set up multiple charts of accounts (allowing you to view different levels of detail in your management reports), how to set up multiple companies, and how to consolidate data.
Learn how to use the new accountants link wizard which allows you to send data to your accountant and whilst your accountant is making your year end amendments, you can keep posting to your data. The accountants changes are then synchronized into your data at a later point.

Section 4: Management Information
In this workbook you will learn how to analyse transactions using departments. Then how to produce key reports such as the profit and loss and activity reports for each of these departments. You will also explore how to produce graphs within Sage Line50, integrate with Microsoft Excel and produce cash flow information for your business. In addition, this workbook will show you how to create further companies and how to consolidate companies’ accounts.

Price: £145 (VAT 0%) plus £5 carriage

Sage 50 Accounts Stage 3 Self Study Workbooks   

You may have already been using our previous workbooks or, if you are already competent at using other parts of the program, simply just decided to start at Stage three. Either way, these books will allow you to complete your knowledge with regard to using the Product, Invoicing and Order Processing parts of the Sage Line 50 program. A 180 day demo data cd is provide for use with the workbooks. The 180 days are activated from date of installation.
Please note: Line 50 Stage 3 is only applicable to people who wish to learn features that exist in Accountant Plus and Financial Controller.

Workbook Topics

Section 1 : Stock
In this book you will learn how to enter your own stock records and add components to those stock codes that are made up from more than one item. You will see how to move goods in and out of a product and deal with adjusting stock levels. Learn about Project Costing which service industries use to track project progress.

Section 2 : Purchase/Sales Order Processing and Invoicing
Sales Order Processing
Create sales orders and see how they link to other areas within Sage Line 50. Learn how to allocate stock to orders and then despatch these orders to customers. Once you have despatched an order you will see how the Sage program will automatically prompt you to create an invoice, which will then eventually appear on the customer account awaiting payment. (only available in Sage Line 50 Financial Controller)

Purchase Order Processing
Create purchase orders to your suppliers and see how this is done from stock shortfalls on orders you have received from your customers. View and place orders on order and mark them as delivered. (only available in Sage Line 50 Financial Controller)

Invoice Production and Credit Notes
Discover how to produce and print stock and service invoices and how to raise credit notes against invoices.

Section 3 : Bill of Materials, Stock Pricing and Period End
Task Bar and Multiple Delivery Addresses
A customer may have more than one office, and instead of setting up a multitude of different accounts for them, you can simply have one account and add one of their multiple delivery addresses to the invoice.

Product Assembly and Pricing
Find out how to enter stock that is made up of more than one item, this is called Bill of Materials. Learn how to set up pricing, not only on the top level item, but also on each Bill of Materials item.
You will cover the stock reporting aspect of the program and run stock takes and returns as well as running stock period end functions.

Discount Structures
Learn how to apply discounts to both customers and products.

Section 4 : Periodic routines and Quotes / Proformas
Quotes and Proformas
You will learn how to create Proformas and Quotations, and then see how these can then be converted into invoices once your customer has accepted your quotation and the job has been completed.

Recurring Transactions and Skeletons
Learn the quick effective way of recalling items that occur time and time again. No need to retype items which happen on a monthly basis, simply recall them at the touch of a button.

Year End
See how to run and year end and which reports you need to refer to. Find out how to run a trouble free year end procedure.

Foreign Trader
For those of you who deal with Foreign Traders on an occasional or regular basis, Sage Line 50 allow you to set up price lists for these traders. You will also learn how to revalue an invoice and reconcile the payment due to changes in the exchange rate.

Learn how to

Price: £145 (VAT 0%) plus £5 carriage

Stages 1,2 and 3 Bundle

Price: £310 (VAT 0%) plus £5 carriage