Sage Accounting In Simple Steps

Description

CONTENTS:

Top 10 Sage Accounting Tips

   1 Enter text

   2 Enter numbers and dates

   3 Draw data from drop-down lists

   4 Use a wizard

   5 Create a user

   6 Set defaults

   7 Change the program date

   8 Set a password

   9 Make a journal entry

   10 Use graphs effectively

1 The Sage 50 system

         Getting started

         Log on

         Find your way around the screen

        View records

         Adjust the screen display

         Alternative views

         Enter text

         Enter numbers and dates

         Draw data from drop-down lists

         Select accounts

         Use a wizard

         Smart links

         Single user? Multiple users?

        Shut down Sage 50

2 Setting up the accounts

         Set up the company data

         Set up the company template

         Set up regions or divisions

         Set up your Company Preferences

         Create a user

         Set access rights

         Create uses by copying

         Set credit terms

         Define account status terms

         Set the Customer defaults: Records

         Set the Customer defaults: Ageing

         Set the bank account defaults

         Set the invoice defaults

         Set the program date

3 Looking after your files

         Set a password

         File maintenance

         Check data

         Make corrections

         Compress your files

         Make backups

         Restore files

4 Report designer

         View a layout

         Produce a report

         Print a set of letters or labels

         Edit a report

         Add text

         Format text

         Add variables

         Add lines and boxes

         Adjust page setup

         Save it!

5 The Company module

         View nominal records

         Budget

         Edit the Chart of Accounts

         Edit the Nominal accounts

         Create an account

6 Double-entry book-keeping

         Enter an opening balance

         Make a journal entry

         View records in the Activity display

         Set a Custom Range

         Use the Nominal report

7 Working in the Bank module

         Explore the Bank tasks

         View a Bank account

         Create an account

         Reconcile your accounts

         Record payments and receipts

         Receive payments

         Pay suppliers

         Add a recurring entry

         View or post a recurring entry

         Make transfers

         Produce statements

         Create reports

8 Customers and suppliers

         Create a new record

         View and edit records

         View sales activity

         View the activity tab

         Use graphs

         Explore the third dimension!

         Searching for records

         Multiple field searches

         Produce customer reports

         Produce statements

         Print labels

9 Invoices

         Explore the Invoicing window

         Create a Product invoice

         Change the details of a product

         Further details

         Create a Service invoice

         Create a credit note

         Print an invoice

         Update ledgers

         Send invoices by email

         Create a recurring invoice

         Repeat invoices

         Process invoices in batches

10 Credit control

         Chase debts

         Use Day Sales Analysis

         View the Communications history

         Record a new contract

         Manage your cash flow

         The cash flow graph

         Use Aged Analysis

         Apply credit charges

         Write off a debt

          Manage supplier credit

11 Financial control

          Open the Financials window

          View the Audit Trail

           Understand a trail balance

           View the Profit and Loss account

           Understand a balance sheet

           Output to file

           Verify your files

           Make the VAT return

           Clear the Audit Trail

           Manage the year end

12 Products

           Explore the Products window

           Create categories

           Set product defaults

           Create product records

           View and edit product data

            Use price lists

           Add customers to a price list

           Adjust stock levels

           Take stock

13 Help and support

           Get help through the contents

           Navigate a help page

           Use the index

           Search for help

           Get help online

Top 10 Sage Accounting Problems Solved

         It says I'm already logged on - but I haven't started yet!

         I've sold something we no longer have, so the invoice is wrong

         I hate those mice! Can I work from the keyboard?

         The trial balance shows depreciation in the same column as the asset. That can't be right, can it?

         The computer is dead/stolen/waterlogged! What do I do?

         I've started selling online. Should I use Sage Pay to collect payments?

         I need to keep some of the staff out of some areas. How do I do that?

         It's a complicated problem and I can't find the answer in the Help pages. Where can I get more help?

         I've forgotten my password, again!