Sage 50 Training

 

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

June 10, 2020

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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

June 10, 2020

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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

June 11, 2020

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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

June 11, 2020

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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

June 15, 2020

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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

June 22, 2020

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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

June 15, 2020

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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

June 16, 2020

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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

June 17, 2020

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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

June 17, 2020

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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

June 18, 2020

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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

June 18, 2020

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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.

April 24, 2020

May 21, 2020

June 19, 2020

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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.

April 23, 2020

May 14, 2020

June 19, 2020

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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.

April 24, 2020

May 22, 2020

June 22, 2020

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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) 

  

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