Sage 50 Accounts for Charities

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Overview

Our 2 day Sage 50 Accounts for Charities course is suitable for complete beginners to Sage Accounts.

PREREQUISITES
A working knowledge of Windows is required, or our Introduction to MS Windows course. No experience of SAGE Accounts is required.

COURSE CONTENT

DAY 1 - SAGE 50 ACCOUNTS - INTRO

STARTING SAGE

• What does Sage Line 50 Offer for Charities       

INTRODUCTION TO SAGE

• Tour of the Screen
• Title Bar 
• Menu Bar
• Navigator Bar       
• Modules Bar          
• Control Menu        
• Status Bar              
• View Selector        
• Company Preferences          
• Entering Company Details   
• Company Defaults
• Financial Year        
• Passwords & Access Rights
• Enabling Charities
• Establishing your Chart of Accounts  
• Recording Opening Balances              
• Setting up Fund Records     
• Setting up Nominal Account Records

CUSTOMERS        

• Setting up Donor (Customer) Records               
• Record Customer Details     
• Customer Defaults
• Batch Updates

SUPPLIERS          

• Create Supplier Accounts     
• Supplier?€™ s Opening Balances               

BACKUP

• Back Up Strategies               
• To Back Up your Data          
• Recording Transactions       
• Transferring Funds               
• Recording a Donation          
• Record a Donation

INVOICING          

• Batched Invoice Entry          
• Enter an Invoice via Customer    

CREDITINOTES   

• Batch Credit Notes               

STATEMENTS      

CUSTOMER BALANCES     

• Viewing Customer Balances
• Printing Aged Analysis Report               

SUPPLIER INVOICES             

BANK    

• Recording Customer Receipts             
• Discounts              
• Cheque paid against various Invoices               
• Allocate Credits against Accounts      
• Enter Supplier Payments      
• Record Bank Payments        
• Expenses               

BANK TRANSFER               

Reconcile Bank Statement

DAY 2 - SAGE 50 ACCOUNTS ?€? INTRO

COMPANY

JOURNAL ENTRIES           

• To make a Journal entry       

PREPAYMENTS   

• To Add a Nominal Ledger Prepayment               

ACCRUALS           

• To set up a Nominal Ledger Accrual   

BANK    

RECURRING ENTRIES       

• Entering Recurring Entries   
• Supplier Order Processing   
• Creating a Purchase Order   
• Place the Order On-Order     
• Taking Delivery of an Order
• Completing the Purchase Order          
• Creating Purchase Invoices from your Purchase Orders

ACCOUNT BUDGETS          

• Enter Budgets        38
• Budget Report       39
• To Run a Budget Report      
• Customer Reports
• To Run a Customer Report  
• Print the Report    
• Preview the Report               
• Print Report to File               
• Reporting for Charities        
• Change Headings on SORP Reports   
• Customer Letters
• To Print Customer Letters    
• Customer Labels  
• To Print Customer Labels    

MONTH END        

• The Month End Procedure    
• Month End Postings             
• Prepayments         
• Accruals 
• Depreciation         
• Audit Trail              
• Customer and Supplier Records         
• To Prepare for Your Month End           
• Running the Month End        
• To Complete Your Month End              
• Year-End Procedure              
• To Prepare for your Year-End              
• To Run the Year-End             
• To Prepare For Your New Financial Year             
• Year End Postings
• Clearing The Audit Trail        
• To Clear the Audit Trail        
• Service Invoices    

REFUNDS             

• Refund Customer/Supplier Invoice     
• Returned Cheques
• Cancelled Sales Receipts Postings     
• Write-Off Transaction           
• Postings Made on Writing off a Transaction     
• Write Off Account 

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Sage 50 Accounts for Charities

Enquire About This Course