Sage 50 accounts & payroll beginner to advanced-john academy

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

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Sage 50 Accounts & Payroll- Beginner to Advanced ( 7 REVIEWS ) 

496 STUDENTS

Sage 50 is the new craze within the small to medium-sized businesses that have taken over the UK institutions. There …

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£319.00 £17.00

6 MONTHS ADVANCED, BEGINNER, INTERMEDIATE COURSE BADGE COURSE CERTIFICATE

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NUMBER OF UNITS

1

NUMBER OF QUIZZES

2

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60 MINUTES

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CURRICULUM

REVIEWS

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

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01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Sage 50 is the new craze within the small to medium-sized businesses that have taken over the UK institutions. There are a lot of expenses that go on behind the scenes of managing a business or a startup that people aren’t normally aware of. That is why this Sage 50 Accounts & Payroll- Beginner to Advanced can help you manage your business easily while maintaining constant growth.

As the name suggests, this course allows you to go through an intensive boot camp which teaches you most of the use of these programs.

You will be able to conduct your accounting and payroll needs quickly and e ciently. Furthermore, each unit comes with its own objectives, which helps you know exactly what you will be getting out of them. Using this software will also help you take care of these simple administrative tasks without spending much money and time, which in turn will help you focus more on your business.

These programs are almost a necessity in these times given that everyone is trying to save money. So if you think your business could use the boost up, then get this course immediately to learn how to use Sage 50 software.

Who is the course for?

For beginners who are getting started with handling accounts.

People who are interested in managing accounts through Sage 50 software.

Assessment: At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful.

Before sitting for your nal exam, you will have the opportunity to test your pro ciency with a mock exam.

Certi cation: After you have successfully passed the test, you will be able to obtain an Accredited Certi cate of Achievement.You can however also obtain a Course Completion Certi cate following the course completion without sitting for the test. Certi cates can be obtained either in hardcopy at the cost of £39 or in PDF format at the cost of £24.

Course Curriculum: Sage 50 Accounts for Beginner

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

2/7

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Module 1: Program Basics– Set up your program, discover more about the user interface such as toolbar and keyboard options Module 2: Restoring and Backing-up Data – Learn about data storage, creating back-ups and restoring them Module 3: Basic Setting and Details – Manage nancial dates, company details and program dates Module 4: The Chart of Accounts – Create, modify and review chart of accounts Module 5: Bank Receipts – Enter bank receipts Module 6: Bank Payments – Oversee VAT, overheads, assets and bank payments Module 7: Financials – Observe the nancial state of your company Module 8: Customers – Add new customers, use the new customer wizard, and manage their details Module 9: Suppliers – Add and edit supplier records Module 10: Working with Lists – Utilize lists to sort out records Module 11: Batch Invoices – Create customer invoices, check bank accounts and nominals Module 12: Service Invoices – Create service, manage line and invoice Module 13: Processing Invoices – Process invoices and update ledgers Module 14: Product and Services – Duplicate, add items, services and products Module 15: Stock Control – Control your stocks through adjustments, activity and returns Module 16: Product Invoices – Invoice management for products utilizing multiple platforms Module 17: Product Credit Notes – Create credit notes Module 18: Reviewing Your Accounts – Review the nancial state of your company Module 19: Aged Debtors and Statements – Analyse account balances, aged debtors, statements and customer communication history Module 20: Customer Receipts – Allocate receipts automatically, manually or partially using discounts and payments on account Module 21: Customer Activity – Observe customer activity Module 22: Supplier Batch Invoices – Add new suppliers, their account balances and batch invoices Module 23: Supplier Payments – Record and observe supplier payments, activity, print remittance and cheques Module 24: More about the Nominal Ledger – Journal entries, nominal code activity, ledger graphs and records Module 25: More about bank accounts – Learn about bank transfers, combined payments and petty cash transactions Module 26: Using the Cash Register – Recording and depositing with the cash register Module 27: Bank Reconciliation – Reconcile bank account and carry out group transactions Module 28: Recurring Entries – Recurring entry processes including bank set up, adding journals, and deleting recurring entries Module 29: VAT Returns – Produce, make, print, reconcile and complete VAT related transactions Module 30: More About Reports – Follow the audit trail, period trial balance, pro t and loss, and the balance sheet report Module 31: Using Dashboards – Use the dashboards e ectively

Sage 50 Accounts Intermediate Level

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

3/7

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Module 1: Prepayments and Accruals – Setting up, processing and deleting prepayments & accruals.

Module 2: Fixed Assets & Depreciation – Understand the di erence between assets and depreciation and their relationship in multiple forms.

Module 3: Delivery Address – Manage Company and customer’s delivery addresses Module 4: Purchase Orders – Learn how to enter, edit, duplicate, print and process purchase orders Module 5: Memorising Purchase Orders – Memorise and recall purchase orders Module 6: Recording Deliveries – Manage delivery system for your clients on an elaborate scale Module 7: More About Purchase Orders – Utilizing purchase orders in reference to supplier invoice and reports Module 8: BOMs & Product Transfer – Create and Check BOMs and manage product transfers Module 9: Product Pricing Options – Provide special prices, create, delete and move customers in price lists Module 10: Sales Orders – Enter and manage sales orders, discounts and goods Module 11: Recurring Sales Orders – Create, process and edit recurring sales orders Module 12: Processing Sales Orders – Print, change, report sales orders and allocate stock, use Shortfall feature and much more Module 13: Using Filters and Search – Use, set, save and clear lter options Module 14: Credit Control – Learn about credit control basics Module 15: Chasing Debts and Debt Analysis – Understand the chase debt view, send statements, account letters, add a communication and debt analysis Module 16: Disputed Invoices – Recording disputes with customers, setting up dispute reasons, apply dispute in an invoice and clearing it Module 17: Customer Refunds – Enter payment, process refunds and check transaction details Module 18: Late Payment Legislation – Set up system for late payment, setting the customer record for credit charges, using credit charges wizard, and checking transaction details Module 19: Writing O

Bad Debts –Write o

bad debt, delete recurring sales and setting inactive ags

Module 20: Cash Flow Forecasting – Cash ow forecast, include and exclude bank accounts, sales and purchases

Sage 50 Accounts Advanced Level

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

4/7

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Module 1: Company Review – Reviewing customer receipts, batch payments, and VAT reconciliation Module 2: Cost of Sales (Closing Stock) – Calculating cost of sales, stock value, utilizing stock wizard Module 3: Importing Data – importing customer records and other data Module 4: Batch and Global Changes – Using batch changes and global changes on sales prices and from a supplier Module 5: Customer Discounts – Discounts by invoice value, product quantity, copying a discount matrix, applying discounts to customer records and other discount methods Module 6: Quotations –Learn about quotations and converting them, create a quotation and service quotes, and print quotations Module 7: Winning and Losing Quotations – Winning and losing quotes, opening lost quotation and winning it, ordering stock and processing converted invoices Module 8: Pro Froma Invoices – Creating a froma invoice, processing a payment on account, converting a pro froma to a real invoice and allocating payment on account Module 9: Contra Entries – Adding supplier invoice and entering contra entries Module 10: The Audit Trail – Viewing and clearing audit trail, exporting to excel, printing audit trail report, and locking the date to prevent postings Module 11: Corrections – Adding some incorrect transaction, Journal reversals, correcting posted transactions, checking petty cash activity and le maintenance Module 12: Passwords and Access Rights – Setting company password, access rights and checking the access rights menu option Module 13: Setting a Budget – Choosing the standard budgeting method, entering budget details, variances, nominal ledger, and basing budgets Module 14: Setting up Departments – Setting up departments, departmental balance sheet, nominal analysis reports and much more Module 15: Departmental Budgets – Choosing an advanced budgeting method, setting departmental budget, adding departmental budget gures, variance reports Module16: Project Costing – Activating project costing, project cost con guration, setting up resources Module 17: Project Costing Example – Creating & editing projects, project budget, allocating stock, project charges and activity Module 18: Project Completion – Raising sales invoice, project analysis, credits, enquiry, reports and marking and deleting projects Module 19: Report Designer Basic Skills –Using report designer, opening report layout, switching between preview and designer view, working with objects, adding text and variable objects, editing text object, simple formatting, closing report designer, and more Module20: Report Designer Wizard – Utilizing report wizard to create, save, use new reports, editing report layout and adding criteria Module 21: Report Designer Extra – Adding graphics, active complete, deleting layouts, reports, and letters Module 22: Foreign Trader and Currencies – Foreign trader and currencies, setting up foreign trader options, currency table, and foreign currency bank account Module 23: Invoices and Payments in Euros – Checking European customer record, creating invoice in euros, receiving payments Module 24: Foreign Currency Suppliers and Payments – adding foreign suppliers, purchase good in euros and kronor, paying in euros from euro bank account, paying foreign supplier from a GBP bank account

Sage 50 Payroll for Beginners

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

5/7

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Module 1: Payroll Basics – Setting up payroll, tax codes, month end, reports, keeping records, licence limitations and links to an accounts program Module 2: Company Settings – Details, bank & coinage, absence, analysis, tax funding, statutory funding, HMRC payments, documents Module 3: Legislation Settings – Legislation setting dialog box, PAYE, NI bands & rates, SSP, SMP/SAP/SPP/ShPP, car details, student, AEO rates, minimum wage, childcare, automatic enrolment Module 4: Pension Scheme Basics – Pensions schemes dialog box, setting up pension scheme, pensions regulator website and the sage 50 payroll pensions module Module 5: Pay Elements – Pay elements settings dialog box, managing payment and deduction types, loans, net payments, salary sacri ce Module 6: The Processing Date – Changing the processing date Module 7: Adding Existing Employees – Using quick employee, adding multiple employees, changing their status, updating year-todate values Module 8: Adding New Employees –Adding new employees in a variety of ways Module 9: Payroll Processing Basics – Payroll process view, change processing dates Module 10: Entering Payments – Entering payment window, checking and editing payments Module 11: Pre-Update Reports – Employer costs report, payslips, BACS payments reports, gures for accounts Module 12: Updating Records – Updating records, period end P32 report Module 13: e-Submissions Basics – e-submissions settings, EAS, FPS, EPS Module 14: Process Payroll (November) – Entering payments, pre-update reports, updating records, P32 reports, full payment submission Module 15: Employee Records and Reports – Using employee record window, tabs and to nd employee and their reports Module 16: Editing Employee Records – Editing di erent records for employees, creating new factored pay elements, applying pay elements to employees Module 17: Process Payroll (December) – Processing the payroll, entering payments, pre-update reports, updating records, P32 report and Full payment submission Module 18: Resetting Payments – Introduction to reset payments wizard Module 19: Quick SSP – Processing the payroll with SSP, entering payments, pre-update reports, updating records, P32 report and full payment submission Module 20: An Employee Leaves – Entering payments, updating records, lever wizard, P32 report, full payment submission, rejoining employees Module 21: Final Payroll Run – Entering payments, pre-update reports, updating records, P32 report, full payment submissions Module 22: Reports and Historical Data – Reports window, employee, company, legislation and historical reports, historical data settings, printing historical payslips and history report by employee Module 23: Year-End Procedures – Year end tasks, payroll year end wizard, post year-end tasks

Sage 50 Payroll Intermediate Level

https://www.johnacademy.co.uk/course/sage-50-accounts-payroll-beginner-to-advanced/

6/7

01/11/2017

Sage 50 Accounts & Payroll- Beginner to Advanced - John Academy

Module 1: The Outline View and Criteria – View by department and payment method, payment period and payment method, and resetting criteria Module 2: Global Changes – See the a ects of global changes to pay period and pay method, tax codes, and pay rates Module 3: Timesheets – Using and resetting timesheets, processing payroll and changing process dates Module 4: Departments and Analysis – Focus on managing new and old departments and their employees, analysis in di erent platforms Module 5: Holiday Schemes – Reviewing holiday schemes, adding new ones, arranging national holidays and managing employee holiday schemes Module 6: Recording Holidays – Recoding holidays, removing absence days, checking holiday records, holiday scheme reports Module 7: Absence Reasons – Customize absence reasons, recording absence, di erent examples, reducing pay for unauthorised absence and absence reports Module 8: Statutory Sick Pay – Working with patterns and absence year, SSP quali cations, rates, reports, and utilizing quick SSP dialog box Module 9: Statutory Maternity Pay – SMP rates, payment, managing maternity details, processing payroll, other parental leave, changing the processing date and more Module 10: Student Loans – Setting up and processing student loan repayments for employees Module 11: Company Cars – Adding new cars, keeping track of business trips, processing payroll, car reports and taxation Module 12: Workplace Pensions – Payroll pension module, automatic enrolment, reviewing pension scheme details, reports and more Module 13: Holiday Funds – Managing holiday fund payments, processing payroll, paying out from the holiday fund, holiday fund reports and more Module 14: Roll Back – Mistakes and payroll processing, roll back the payroll for selected employees, correcting mistakes and processing required change Module 15: Passwords and Access Rights –Setting up passwords, new users, testing admin pro le, changing personal password, deleting user accounts Module 16: Options and Links – Contacts, program options, WebLinks Module 17: Linking Payroll to Accounts – Nominal link setting dialog box, linking data

COURSE CURRICULUM

Getting Started

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Getting Started- Sage 50 Accounts & Payroll- Beginner to Advanced

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Mock Exam

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Mock Exam- Sage 50 Accounts & Payroll- Beginner to Advanced

Final Exam

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Final Exam- Sage 50 Accounts & Payroll- Beginner to Advanced

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COURSE REVIEWS

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