Modules

Module 1

• Course Overview
• New Features
• Quick Tab Menu Overview
• Business Status
• Customer and Sales
• Vendors and Purchases
• Inventory and Services
• Employees and Payroll
• Banking
• System
• Quick Tab Menu Review
• Sage 50 Menu Overview
• Review

Module 2

• Sage 50 Available Products
• Accounts Payable Features
• Vendors and Purchases
• Accounts Payable Review
• Accounts Receivable Overview
• Customer and Sales Menu
• Customers
• Jobs
• Sales Taxes
• Quotes and Proposals
• Sales Orders
• Invoices
• Finance Charges
• Receive Money
• Bank Accounts
• Printing Statements
• Credits and Returns
• Accounts Receivable Reports
• Review

Module 3

• Inventory and Services Overview
• Inventory Items
• Company Services
• Assemblies and Prices
• Purchase Orders
• Receiving Inventory, Shipping and Tracking
• Inventory Count and Adjustments
• Inventory Reports
• Review

Module 4

• Employees and Payroll Overview
• Employees and Users
• 1099’s
• Payroll Setup
• Time and Expense Tickets
• Direct Deposit and Printing Payroll Checks
• Forms and Void Checks
• Review

Module 5

• Banking Features Overview
• Write Checks
• Account Register
• Analysis Tools
• Chart of Accounts
• Receive Money and Bank Deposits
• Enter Bills, Pay Bills and Electronic Bill Pay
• Reconcile Accounts
• General Journal Entries
• Void Checks and Reports
• Review

Module 6

• Automatic Backup
• Back Up data
• Back Up data
• Automatic Backup
• Restore Data
• Data Maintenance
• System Checks
• Company Maintenance
• Data Integrity
• Review

Module 7

• Attaching Documents
• Attaching and Managing Documents
• Review

Module 8

• Analysis Managers
• Cash Flow Manager
• Collection Manager
• Payment Manager
• Financial Manager
• Review

Module 9

• Maintaining Jobs
• Creating Jobs
• Managing Jobs
• Review

Module 10

• Maintain Budgets
• Creating and Managing Budgets
• Review

Module 11

• Maintain Chart of Accounts
• Creating Accounts
• Accounts List
• Review

Module 12

• Maintain Customers and Prospects
• Adding Customers and Prospects
• Account Aging
• Finance Charges
• Payment Methods
• Managing a Customer Account
• Review

Module 13

• Customer Setup Guide
• Customer Setup
• Customer Beginning Balance
• Customer Account Defaults
• Sales Tax
• Statement and Invoice Defaults
• Review

Module 14

• Jobs Setup Guide
• Jobs Setup
• Jobs Change Order
• Jobs Ledger
• Job Profitability Report
• Jobs Beginning Balances
• Jobs Defaults
• Review

Module 15

• Vendors Setup Guide
• Vendor Setup
• Vendor Beginning Balances
• Vendor Defaults
• Review

Module 16

• Inventory and Service Items Setup
• Adding and Managing Inventory and Service Items
• Quantities on Hand
• Inventory and Service Items Default Setup
• Review

Module 17

• Employees Setup Guide
• Employee Payroll Settings
• Payroll Options Settings
• Company Information Settings
• Benefits Settings
• Payroll Taxes and Place Order Settings
• Employee Setup
• Salary History Setup
• Employees Default Setup
• Review

Module 18

• Security Setup Guide
• Setup Up Security
• Set Up Users
• User Security Setup
• User List Rights and Permissions
• Setup Guide Next Steps
• Review

Module 19

• Sage 50 ACT
• Sage ACT Link
• ACT Accounting Link Setup
• Creating and Editing Contact Links
• Contact Link Updates Options
• Review

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Module 20

• Tasks Menu
• Quotes, Sales Orders and Proposals
• Sales Invoicing and Time Expenses
• Shipments
• Receipts
• Finance Charges
• Select For Deposit
• Credit Memos
• Select For Purchase Orders
• Bills and Payments
• Bills and Payments
• Account Register
• Time and Expense
• Select for Payroll Entry
• General Journal Entry
• Assemblies
• Account Reconciliation and Void Checks
• Write Letters and Action Items
• System Tasks
• Review

Module 21

• Reports and Forms
• Form Types and Sample Forms
• Reports
• Services
• Program Review