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Table Of Contents

Introduction to Sage 50 Accounts
The ActiveSetup Wizard
New Company - Window 7- Activate Program
New Company - Window 8- Finished
Registering Sage 50 Accounts
SageCover Online Support
What Information to Have Ready Before Contacting Support
Chapter 2
The Practice Data Mode...25
Accessing Sage 50 Accounts
The Practice Data Mode
Using Sage 50 Accounts Demonstration Data
The Sage 50 Accounts Desktop
Tasks and links
The work area
Keyboard shortcuts
Defining your desktop view options
To define your desktop view options
Sage 50 Accounts Window Types
Process maps
List windows
Command buttons
Data entry windows
Entering and editing data
Scroll bars
Option buttons
Check boxes
Using the Search to Find Records
Using brackets
Using wildcards
Ordering expressions
Finding Transactions
Using ActiveSearch
Function Keys
Configuring F11 and F12
Video Tutorial Simulations
An Overview to Setting Up Sage 50 Accounts
Administrative / Maintenance Tasks
Checking your data
The Sage Online Backup Service
Chapter 3
Setting Up Sage 50 Accounts
The Configuration Editor...93
Setting the Financial Year
The Configuration Editor
The Chart of Accounts Tab
The Terms Tab
The Tax Codes Tab
The Account Status Tab
The Fixed Assets Tab
The Custom Fields Tab
The Dispute Reasons Tab
The Credit Control Tab
The Project Costing Tab
To set up or amend a project status, cost type, cost code or custom field
Entering Your Company Preferences
Cheque lines per page
To set up your Accountant Link defaults
Entering Your Bank Defaults
Entering Customer Defaults
Ageing Transactions in Sage 50 Accounts
Calendar Monthly Ageing
Entering Supplier Defaults
Entering Product Defaults
To enter your discount tab names
Entering Invoice and Order Defaults
To set up your invoice and order defaults
To enter your invoice and order numbering options
To set up your Intrastat defaults
Chapter 4
Setting Up your Chart of Accounts
Setting Up your Chart of Accounts..174
Adding a Chart of Accounts
Editing your Chart of Accounts
Checking your Chart of Accounts
Deleting a Chart of Accounts
Copying a Chart of Accounts
Chapter 5
Setting Up Records
Nominal Ledger Accounts Explained
Sage 50 Accounts' Default Chart of Accounts
The Nominal Account Structure
Debtors Control
Creditors Control
Entering Nominal Records
Editing Nominal Records
Deleting Nominal Records
Viewing Nominal Account Activity
Entering Bank Account Records
Cheque Account
Credit Card Account
Deleting a Bank Record
Planning your Customer and Supplier Codes
Entering Customer and Supplier Records
To enter your customer and supplier records
Deleting Customer Records
Deleting Supplier Records
Setting Up Your Product List
Creating a Product Record
Setting Up Your Fixed Asset Records
Chapter 6
(Accounts Plus and Accounts Professional Only)
Budgeting in Sage 50 Accounts
Nominal Account Budgets
Project Budgets
Working With Fixed Assets
The Reducing Balance method
Preparing Intrastat Declarations
Managing your VAT
The VAT Window
HMRC Bank Accounts
Carrying Out Your Month End
Clearing your stock transactions
Running the Year End
To back up your data
Checking the Financial Year Start Date setting
Recording a Journal Entry
Clearing the Audit Trail
Clearing Stock Transactions
Compressing Your Data
Chapter 7
Recording a Bank Receipt
Recording a Bank, Cash or Credit Card Payment
To record bank payments
Recording Cash Register Takings
Producing cheques
Recording a Transfer
Reconciling Your Bank Account
Creating and Processing Recurring Transactions
To enter a customer payment on account recurring entry
To enter a supplier payment on account recurring entry
To enter a journal recurring entry
Viewing Bank Transaction Activity
Managing Your Petty Cash
Chapter 8
Pricing and Discounts
Customer Pricing
Using customer price lists
To copy a customer price list
Maintaining quotations
To change the status of a quotation
To convert a quotation to an invoice or sales order
To remove a quotation from the list
Sales Order Processing
(Accounts Professional Only)
To enter the order details for your sales order
To enter your sales order footer details
To enter your sales order payment details
Completing your sales order if it has already been despatched
Printing your sales order
Manually allocating stock to your sales orders
Before you start using Goods Despatched Notes
The Despatched Tab
Entering an Invoice
A Note about special product codes
M Message Lines
To create a new product invoice or credit note
To enter product item line details
To enter service item line details
To enter order details for your invoice or credit note
To enter your invoice or credit note footer details
To enter your invoice payment details
Create a Credit Note Directly from an Invoice
Posting an Invoice
Dealing with Recurring Transactions
Receiving Customer Payments
Entering a Credit Note
(Accounts Plus and Accounts Professional only)
Net Value Discounts
Deleting Invoices and Credit Notes
Viewing a Customer’s Transaction Activity
Customer Refunds
Sage Pay Facility
Chapter 9
Supplier Tasks
Supplier Price Lists
To copy a supplier price list
Processing Purchase Orders
Creating a new purchase order
To enter purchase order item line details
To enter your purchase order footer details
To view delivery information for a purchase order
Completing your purchase order if it has already been delivered
Putting purchase orders 'on order'
Viewing Supplier Transaction Activity
Supplier Refunds
Chapter 10
A Note on Product Valuation in Sage 50 Accounts
Recording a Stock Take
Adjusting Stock Levels by Recording an Adjustment In or
Stock Shortfall
Viewing Product Activity
Bill of Materials
Recording Stock Returns
Allocating Stock
Issuing Allocated Stock
Chapter 11
Project Tasks
(Accounts Plus and Accounts Professional
An Introduction to Project Costing
Who Can Use Project Costing?
The Life Cycle of a Project
The Project Life Cycle in Sage 50 Accounts
Setting Up Project Costing
Using project statuses
Starting Up a Project
To build and maintain a multi-level project
Applying Project Costs
To record a stock issue or return to a project
Recording the cost of goods purchased from a supplier
Viewing Project Activity
Working with Purchase Orders
(Accounts Professional only)
Project Enquiries, Analysis and Reporting
Billing Your Customer for a Project
Completing Your Project
To mark a project as completed
Chapter 12
Accountant Link
Export Accounts Data To A File
Exporting your accounts data to file to send to your accountant
Recording material changes to your data
The Material Changes record
Importing and applying your accountant's adjustments
To import the adjustments and narratives file from your accountant
Audit Assistant
The Accounts System Check Window
To run the VAT audit check
To check your VAT values
Working with Attachments using Document Manager
Exporting to Microsoft® Word, Excel and Outlook
Event Logging
Working With Internet Resources
News Feeds
Chapter 13
An Introduction to Reports
Running the Audit Trail Report
Running the Trial Balance Report
Running the Profit and Loss Report
To access the Profit and Loss report
Running the Balance Sheet Report
Running the Quick Ratio Report
Running the Budget Report
Running the Prior Year Report
Running the Transactional-Based Management Reports
How the transactional-based management reports generate
Column-Based Financial Reports
Batch Reporting
Chapter 14
The Euro and Other Currencies
To enter foreign currency exchange rates
The Countries Table
The Foreign Trader
Processing in Sage 50 Accounts Using the Foreign Trader
The Foreign Bank Revaluation Wizard
To run the Foreign Bank Revaluation Wizard
Viewing and Changing Revaluations
Bank Transfers Involving Foreign Currency Accounts
Changing the values on the Bank Transfer Window
How Foreign Trader Affects Sage 50 Accounts
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Sage 50 Accounts User Guide

Sage 50 Accounts User Guide

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Published by rishilad

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Published by: rishilad on Nov 30, 2010
Copyright:Attribution Non-commercial


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