Sage Accounting In Simple Steps

Description

This guide to Sage accounting demonstrates how to use the various modules and facilities, for day-to-day accounting, for the end of period summaries and reports, and for troubleshooting and analysis at any time. Cover Sage Accounting Use your computer with confidence Author’s acknowledgement: Contents at a glance Contents Top 10 Sage Accounting Tips Enter text Enter numbers and dates Draw data from drop-down lists Use a wizard Create a user Set defaults Change the program date Set a password Make a journal entry Use graphs effectively The Sage 50 system Getting started Log on Find your way round 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 Setting up the accounts Set up the company data Set up the company template Set up regions or divisions Set your Company Preferences Create a user Set access rights Create users 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 invoice defaults Set the Program Date Looking after your files Set a password File maintenance Check data Make corrections Compress your files Make backups Restore files 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 the page setup The Company module View Nominal records Budgets Edit the Chart of Accounts Edit the Nominal accounts Create an account 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 reports 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 Customers and suppliers Create a record View and edit records View sales activity View the Activity tab Use graphs Explore the third dimension! Search for records Multiple field searches Produce customer reports Produce statements Print labels 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 Credit control Chase debts Use Day Sales Analysis View the Communications history Record a new contact Manage your cash flow The cash flow graph Use Aged Analysis Apply credit charges Write off a debt Manage supplier credit Financial control Open the Financials window View the Audit Trail Understand a trial balance View the Profit and Loss account Understand a balance sheet Output to file Verify your files Make the VAT return Manage the month end Clear the Audit Trail Manage the year end 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 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? They’ve gone bust! How do I write off what they owe us? 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 of the 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!