Training purpose selection is required.
Training plan selection is required.
This 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 50c. Sage 50c includes the Sage 50 desktop program that you already know, as well as multiple connected services for anytime, anywhere access, such as Sage One, Sage Drive, and the integration with Microsoft Office 365. This 1-day course is divided into four sessions.
Session 1: Sage 50c overview and Sage Drive
Learn about all the features available with Sage 50c. 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 50c Accounting?
• Sharing a file on Sage Drive
• Accessing a Sage Drive file from anywhere
• Inviting additional users to a Sage Drive file
Session 2: Mobile invoicing and bank feeds using the Sage One 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, and how to integrate with your online bank using Sage One.
• Sage 50 and Sage One integration
• Connecting Sage One to Sage 50
• Sales invoices in Sage One
• Other transactions in Sage One
• Bank feeds in Sage One
• Downloading transactions from Sage One into Sage 50
Session 3: Microsoft Office 365 integration: Sage Contact, and Cloud Backup
Sage 50c 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 4: Microsoft Office 365 integration: Sage Capture, and Sage Intelligence Reporting Cloud
Learn about a more intuitive report builder, which lets you cut tasks down and generate meaningful reports from anywhere and on any device. See how to use the snap of a smartphone to record your receipts and upload them to Sage 50c.
• Sage 50 and Office 365 integration
• Recording an expense from a receipt with Sage Capture
• Accessing the receipt from Sage 50
• Generating reports with Sage Intelligence Reporting Cloud
• Creating and customizing reports with Sage Intelligence Reporting Cloud
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.