Complimentary and Supplementary Training - Sage 50

7 minute read time.

Sage wants to help our customers through this time by providing complimentary training. We've combed through our library of courses and have highlighted content we feel will be most relevant and beneficial.

Complimentary Training:

Please find the current Anytime Learning / eLearning complimentary options below:

Learn the Basics

 

Sage 50 to Sage 50cloud

The anytime learning sessions included in this learning package will help you know how to install your Sage 50 product and to navigate through the program. You will also learn how to create company files, set up customers, vendors, and employees. In addition, you will learn how to set up your general ledger.

After completing this course, you will be able to:

  • Install Sage 50 in a single user environment
  • Explain some basic bookkeeping and accounting concepts
  • Build a new company file using the company setup wizard
  • Explain what history mode is
  • Add customers and create Sales Invoices
  • Add vendors and create purchase invoices
  • Add employees and create paycheques
  • Manage general ledger accounts
  • Explain what the main components and benefits of Sage 50cloud are
  • Configure Sage 50 to use Sage Drive and for mobile integration
  • Explain what training options are available for Sage 50 

 

This course is designed for customers who are moving from Sage 50 Accounting to Sage 50cloud and want to understand how to use the features included in the Sage 50cloud.

After completing this training, you will be able to:

  • Explain what Sage Drive is
  • Use the Sage Drive functionality
  • Explain the benefits of the Sage 50 with Microsoft Office 365 integration
  • Connect Sage 50 with Office 365
  • Set up user permissions for Office 365 apps
  • Use Sage Contact
  • Use Cloud Backup
  • Use Sage Capture
  • Use Sage Approvals
  • Use Sage Dashboard
  • Use Sage Intelligence 

To register for the above training please visit: http://sageu.com/covid19/ca/ and select Sage 50 – Canadian Edition

 

Supplementary Training:

We understand that you and your staff can’t always fit in traditional scheduled training. Our range of anytime learning courses (ATLs) are perfect and allow you to learn at your own time and pace.   

Anytime learning course includes lessons that are “bite-size”, instructor-narrated videos showing step-by-step how to perform tasks in your Sage 50 software. Available 24/7 for one full year so you can view these lessons as often and whenever you need – simply using a computer with an Internet connection.   

Accounting Modules

Learn how to install Sage 50, set up Users and Roles, Company and User Settings. You will also learn how to set up, and process, Receivables, Payables, General Ledger, Banking, Budgets, and Sales Taxes.

 

Payroll Module

This course focuses on payroll setup, employee setup, group benefits, and maintenance, payroll runs, direct deposits, reimbursements, advances and loans, vacation pay and more.

 

Power User

This course will give you the knowledge and skills necessary to set up Inventory, Projects, Foreign Currency, Reports and Forms, Departments, Time and Billings, Enhanced Productivity Features as well as how to prepare and complete a Year-End.

 

Combined Curriculum

The Combined Curriculum is a learning package made up of the following training courses:

×     Accounting Modules,

×     Payroll Module,

×     and Power User.

Price: $439

Learn more & enroll here >

 

Price: $219

Learn more & enroll here >

 

Price: $219

Learn more & enroll here >

 

Price: $712

Learn more & enroll here >

Or if you prefer instructor lead training, we have live online classes. Please find a list of our classes, with a brief description, as well as the upcoming training dates in the table below.

Each class is 2-hours and includes 1-year access to the eBook. The price is $99 per person per class. However, when you are ready to purchase/enroll for a class or classes, use the coupon code: 50CFY2020 at checkout and you will receive a 20% discount

Company Setup

Learn how to install Sage 50cloud Accounting, set up users & roles, customize the company & user settings, plus more. 

April 15, 2020

May 07, 2020

learn more & enroll here >

 

General Ledger

Learn basic bookkeeping & accounting concepts, how to set up or modify their Chart of Accounts, create miscellaneous transactions, & enter the opening balances for customers, vendors, accounts, inventory & employees.

April 16, 2020

May 07, 2020

learn more & enroll here >

 

Payables

Learn how to configure the Payables module, how to record various purchase transactions, pay vendors, & use reports to better keep track of your payables. Plus learn more about electronic payment options & how to pay vendors via direct deposit.

April 17, 2020

May 08, 2020

learn more & enroll here >

 

 

 

 

 

Receivables

Learn how to configure the Receivables module, how to record various sales transactions, collect customer payments, & use reports to improve your cash flows. Plus, learn about electronic payment options to collect customer payments via pre-authorized debit.

April 16, 2020

May 08, 2020

learn more & enroll here >

 

Banking

Learn how to create bank & cash accounts, to record deposit slips & transfers of funds, to reconcile bank & credit card accounts, & use Sage Bank Feeds to automatically download bank or credit card transactions into Sage 50. 

April 17, 2020

May 11, 2020

learn more & enroll here >

 

Sage 50cloud

Learn how to share your company file on Sage Drive to better collaborate with an accountant/ bookkeeper or to work remotely, how to configure the integration with Microsoft Office 365, & how to use Office 365 cloud apps 

April 20, 2020

May 12, 2020

learn more & enroll here >

 

 

 

 

 

Payroll Setup & Day-to-Day

Learn how to set up the Payroll module & how to process paycheques individually or in a batch. You will also learn about electronic payment options in Sage 50 to pay employees via direct deposit.

April 20, 2020

May 11, 2020

learn more & enroll here >

 

Payroll Advanced

Learn how to configure group benefits, reimbursements, advances, loans, entitlements, commissions, vacation pay, & payroll remittances. As well as, how to generate various forms for your employees, such as T4 & Relevé-1 slips & Records of Employments.

April 21, 2020

May 21, 2020

learn more & enroll here >

 

Projects, Departments & Budgets

Learn how to allocate income & expenses to projects (or job sites) &/or departments & keep track of income & expense projections, also known as budgets for company, departmental &/or project accounts.

April 21, 2020

May 12, 2020

learn more & enroll here >

 

 

 

 

 

Inventory

This course is designed for customers who want to acquire the knowledge & skills necessary to set up your inventory & service items. You will also learn how to purchase, sell, transfer, adjust, & assemble inventory.

April 22, 2020

May 13, 2020

learn more & enroll here >

 

Reports, Forms & Emails

Learn how to use the Form Designer to customize Sage 50 templates, how to perform mail-merge functions with Microsoft Office documents, & how to customize emails to send .PDF attachments.

April 23, 2020

May 14, 2020

learn more & enroll here >

 

Foreign Currency

Learn how to set up various foreign currency records, process transactions with a foreign currency, calculate a gain or loss on foreign exchange, & to display foreign currency accounts on your financial reports.

April 22, 2020

May 13, 2020

learn more & enroll here >

 

 

 

 

 

Time & Billing

Learn how to set up billable & non-billable services, enter timeslips to keep track of employee hours worked & services delivered, add billable hours to invoice customers, to pay employees, & to pay contractors as well as customize associated reports.

 

May 21, 2020

June 19, 2020

learn more & enroll here >

 

Year-end & Compliance

Learn how to start a new payroll (calendar) & fiscal year-end, as well as the many associated tasks that are required for compliance & remittance. In addition, company consolidation & tax maintenance are covered in this course as well.

 

May 14, 2020

June 19, 2020

learn more & enroll here >

 

Time Saving Tips

This course focuses on: Fast Data Entry, Enhanced Productivity Features, & Importing & Exporting Data. Learn how to save time when entering transactions & records, how to process transactions, to update records, & to generate reports in batches, as well as which data can be imported & exported in Sage 50.

May 22, 2020

June 22, 2020

learn more & enroll here >

If you need any assistance with booking a class, the Sage University Team is here to assist you. You can either email them at [email protected]  or call on 1-855-SageUni (1-855-724-3864)