Training purpose selection is required.
Training plan selection is required.
This virtual, seminar-style boot camp is intended for customers who want to move their business processes to the next level. We will show you how to take full advantage of the cloud features available with Sage 50cloud. Sage 50cloud includes the Sage 50 desktop program that you already know, as well as multiple connected services for anytime, anywhere access, such as Sage Drive, and the integration with Microsoft Office 365. This 7-hour course is divided into four sessions delivered over 2 days.
Session 1: Sage 50cloud overview and Sage Drive
Learn about all the features available with Sage 50cloud. Become familiar with Sage Drive, which allows you to access your Sage 50 data from anywhere you have Sage 50 installed and have Internet access. Sage Drive eliminates the manual transfer of data using USBs or third-party file transfer services that can corrupt the data and makes it easier to collaborate with an accountant.
• What is Sage 50cloud Accounting?
• Sharing a file on Sage Drive
• Accessing a Sage Drive file from anywhere
• Inviting additional users to a Sage Drive file
Session 2: Microsoft Office 365 integration: Sage Contact and Cloud Backup
Sage 50cloud with Microsoft Office 365 gives you the power of a desktop accounting solution and powerful cloud performance. During this session, you will learn about the integration, about backing up your Sage 50 data in the cloud, and about viewing contact financial information in Microsoft Outlook.
• Sage 50 and Office 365 integration
• Scheduling automatic cloud backups of your Sage 50 data
• Using Sage Contact to access customer and vendor information in Outlook
• Using Sage Contact from a mobile device
Session 3: Sage Capture, Sage Approvals, Sage Intelligence, and Sage Dashboard
Learn more about the Sage apps developed for Office 365, which let you use the snap of a smartphone to record your receipts, review and approve them, and upload them to Sage 50cloud, cut tasks down and generate meaningful reports from anywhere and on any device, and access key information about your receivables, payables, and revenue and expenses from anywhere and from any device.
• Recording an expense from a receipt with Sage Capture
• Reviewing, approving or rejecting transactions with Sage Approvals
• Generating reports with Sage Intelligence Reporting Cloud
• Creating and customizing reports with Sage Intelligence Reporting Cloud
• Accessing key performance indicators about receivables, payables, and revenue and expenses with Sage Dashboard
Session 4: Mobile invoicing with the Sage Business Cloud Accounting integration
This session will show you how you can take your business on the road! You will learn how to create sales invoices and other transactions anytime and anywhere using Sage Business Cloud Accounting, and how to download these transactions into Sage 50
• Sage 50 and Sage Business Cloud Accounting integration
• Connecting Sage Business Cloud Accounting to Sage 50
• Sales invoices in Sage Business Cloud Accounting
• Other transactions in Sage Business Cloud Accounting
• Downloading transactions from Sage Business Cloud Accounting into Sage 50
View system requirements
Materials for this course are provided via an electronic training book, which you will have access to 7 days prior to your course date. eBooks are provided by a third party vendor. By registering for this course you agree that an account for you will be set up with this third party vendor.