Training purpose selection is required.
Training plan selection is required.
This seminar style boot camp is intended for customers who want to improve their productivity, as well as benefit from the powerful features available when working with Sage 50 Accounting. The one day seminar is broken up into 4 sessions as follows.
Session 1: Productivity Tips and Tricks
New and experienced users will be amazed at some of the shortcuts and other time-saving tricks available to all who use Sage 50 Accounting. Take ownership of your program by using shortcuts, saving templates you need, and customizing the interface to optimize your productivity. This session is dedicated to giving you your time back to focus on your business and your clients.
- Shortcuts
- Tabbing order
- Keyboard shortcuts
- Setup guide
- Mass updates (employee claims / WCB)
- My reports
- Run reports in a batch
Session 2: Sage One integration / workflow improvements / one step up from Sage 50 Accounting
Take your business processes to the next level with the power of the cloud. Learn how to record transactions anytime and anywhere and how to integrate with your online bank using Sage One while keeping the software you know and are familiar with - Sage 50 Accounting.
- Record sales in Sage One
- Record other expenses in Sage One
- Download bank feeds in Sage One
- Sage One / Sage 50 integration
- Download transactions from Sage One into Sage 50
Session 3: Improve your report accuracy with Projects or Departments
Take advantage of some advanced profit analysis tools: projects and departments. Whether your company is organized in different business units or if you complete work for different projects, this session will show you how to quickly analyze which areas generate revenue and which are not profitable thanks to these advanced features in Sage 50 Accounting.
- Projects overview
- Departments overview
- When to use each
- Project reporting and departmental reporting
Session 4: Banking Tips and Tricks
Whether you are starting with Sage 50 Accounting or you are an experienced user, becoming proficient with the banking features will help you avoid mistakes and obtain accurate and timely financial reports to make informed business decisions.
- Deposit slips
- Account reconciliation
- Resolved, outstanding, discrepancy, and unresolved amounts in reconciliation
Note: Computers are not provided or necessary for this seminar. Students will be given periodic breaks and an hour for lunch. A light lunch will be served.