Sage 50 Productivity Tips and Tricks Boot Camp:
This virtual seminar style boot camp is designed to give Sage 50 users an array of easy to implement workflow enhancements that make the job of keeping the books and staying compliant easier and more effective. The agenda is as follows
Session 1: Time-saving 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.
- Fast data entry: using the TAB key, customizing the interface, using keyboard shortcuts
- Service items
- Recurring transactions
- Daily Business Manager
- Additional payment methods
- Automatic backups
- Mass updates for employees and price lists
- Batch reporting
Session 2: Banking tips and tricks
Whether you are starting with Sage 50 or you are an experienced user, becoming proficient with the banking features will help you avoid mistakes. You will also be able to obtain accurate and timely financial reports to make informed business decisions.
- Deposit slips
- Account reconciliation
- Resolved, outstanding, discrepancy, and unresolved amounts in the account reconciliation
Session 3: Inventory tips and tricks
Take your inventory management skills to the next level with our Sage 50 experts. Go beyond standard inventory management and learn advanced tips.
- Best practices
- Multiple units of measure
- Costing methods
- Assembly features
- Efficient reordering
- Location tracking
- Vendor associations
Session 4: Managing budgets
Wish you were better at budgeting? No problem! Let Sage 50 experts help you! Learn how to create general budgets, project budget, actual vs. budget reports, import budgets from Excel, and much more!
- General budgeting tips
- Budget setup
- Accounting budgets
- Exporting and importing budgets
- Comparing actuals with budgets
- Updating budgets
- Projects budgets
You'll want to make sure you are available to attend both days (all 4 sessions) to get the most out of your Sage 50 software.
Dates: October 9-10
Time: 08:30 to 13:30 PST
or call 1-855-SageUni (1-855-724-3864) today.