Sage Line 50 — Foundation (Download pdf) This is a 1 day course at introduction level depending on experience. Delegates attending this course should have a basic understanding of accounts. No prior use of Sage is assumed. An Introduction to Sage Accounts Program installation Different versions Windows 95 and 3.x Double Entry book-keeping Debit and Credit Program Installation Installing on Windows 95 and 3.x The setup program Starting Sage Line 50 Startup Wizard Existing Sage Line 50 Getting Started Starting on Windows 95 and3.x Entering a password The program window Using menus and toolbar Exiting Sage Restoring data files Setting the financial year Backing up data files Ending the session Account Names and Numbers Viewing and printing the accounts list Account ranges Changing account names Control accounts Bank Transactions Entering a bank receipt Bank payments Financials The state of the company The profit and loss report The balance sheet Customers and Suppliers Customer details Entering a new customer Adding more customers Editing customer details Selecting customers Supplier details Service Invoices Entering ordering information Printing invoices Updating ledgers Reprinting the invoice Products and Stock Control Categories Products Adding new products Stock adjustments Product activity Re-order levels Product invoice Sales details Giving discounts Order details Footer and payment details Saving the invoice Adding further invoices Printing an invoice Adjustments Updating the ledgers P & L and balance sheet report Statements and Receipts Account balances Aged debtors analysis Statements Automatic, manual & partial allocation of receipts Giving discount Payments on account Customer activity Purchase Invoices Supplier details Batch invoices Account balances Payments to suppliers Transaction history Nominal Ledger Journal entries Nominal code activity Nominal records More about Bank Accounts Bank transfers Petty cash transactions Bank reconciliation Recurring Entries What are recurring entries Adding new recurring entries Adding a receipt Adding journal credits and debits Editing an entry Processing recurring entries Suspending postings Deleting recurring entries Prepayments and Accruals What are prepayments and accruals Setting up prepayments Setting up accruals Processing prepayments and accruals Deleting prepayments and accruals VAT Returns Notes on VAT returns Producing a VAT return Printing the VAT return Reconciling the VAT return Updating the VAT account references Payment the VAT Reports and information The audit trail The trial balance The profit and loss report The balance sheet Other reports