Webinars for Sage 50 Accounts

Month End

Mon 23 Mar 2pm (45 mins)

How do you run a month end? Do you even need to? Join this session and you'll learn what you need to know about the Month end option in Sage 50 Accounts.

Tips and tricks to customise your software

Tue 24 Mar 11am (45 mins)

Learn how to customise your Sage 50 Accounts desktop. We'll cover how to configure columns, show/hide toolbar options, sort your lists, set a colour scheme, add colours to your ledgers and more. Join us for a series of live demonstrations and the chance to ask a Sage expert your questions.

Get started with Sage Copilot (UK only)

Tue 24 Mar 2pm (60 mins)

Join us and discover how Sage Copilot, your digital assistant, can support you and your business. We'll cover all the latest features, including:

• Business insights
• Report with Copilot
• Automated payment reminders

 NOTE: You need Sage 50 Accounts Standard or Professional and be in a UK location to access Sage Copilot.

Prepayments and Accruals

Wed 25 Mar 2pm (45 mins)

This session explains how to process prepayments and accruals both manually and using the automated options as part of your month end.

VAT Return - Part 1 - Prepare and reconcile with ease

Thu 26 Mar 11am (45 mins)

Join us to understand all of the options within the Prepare and Reconcile tabs of the VAT Return Wizard, giving you the confidence to run and reconcile your VAT Return.

VAT Return - Part 2 - Effortlessly complete and submit your return

Fri 27 Mar 11am (45 mins)

Join us for this session where we walk you through some of the follow up steps post reconciliation including VAT transfer journals, making your VAT payment and submitting your figures to HMRC under Making tax digital or the Revenue.

Fixed assets ledger / Depreciation

Thu 2 Apr 11am (45 mins)

This session looks at the Fixed assets ledger that's available in Sage 50 Accounts Professional. You'll learn how to add records, including the option to import, the depreciation methods and how to process depreciation as part of the month end process.

Running your year end

Tue 7 Apr 11am / Tue 21 Apr 11am (45 mins)

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Company archives

Wed 8 Apr 11am / Wed 22 Apr 11am (30 mins)

In this session you'll learn about company archives. We'll cover:

• What an archive is
• How and when they're created
• How to access one
• How an archive can be used

Control late entries with lock date

Thu 9 Apr 11am / Thu 23 Apr 2pm (30 mins)

The Lock Date option enables you to control which users can backdate transactions to a previous period. If you've run your month end or year end reports the last thing you want is someone to backdate a transaction which would impact your figures. Join us and learn how to stay in control.

Bank Feeds - Part 1 - Set up and process

Mon 13 Apr 2pm (45 mins)

Bank Feeds can be a big time saver and helps to streamline the process of reconciling your bank accounts. In this session we'll introduce you to bank feeds, explain the benefits, advise on setting it up and how to match and process your transactions.

Simplify your routines and work smarter with Bank Recurring items

Tue 14 Apr 11am (45 mins)

Learn how you can save time with Recurring items. We'll explain how to set up and process recurring items within the Bank accounts ledger. This option is primarily used for your regular payments, however, a range of transactions can be posted including bank payments, bank receipts, journals and more.

Projects - Part 1
Setting up and creating records

Tue 14 Apr 11am (45 mins)

Learn how to configure the Projects ledger in Sage 50 Accounts Professional, including cost types and codes. The session also explores setting up project records and the available options.

Get started with Sage Copilot (UK only)

Wed 15 Mar 11am / Fri 1 May 2pm (60 mins)

Join us and discover how Sage Copilot, your digital assistant, can support you and your business. We'll cover all the latest features, including:

• Business insights
• Report with Copilot
• Automated payment reminders

 NOTE: You need Sage 50 Accounts Standard or Professional and be in a UK location to access Sage Copilot.

Bank Feeds - Part 2 - Rules

Thu 16 Apr 11am (30 mins)

Learn how to set up and process rules to automatically create transactions as they download from your bank. This can be a great time saver.

Streamline your data entry with AI Document Capture

Fri 17 Apr 11am / Fri 24 Apr 2pm (45 mins)

Learn how to set up and process rules to automatically create transactions as they download from your bank. This can be a great time saver.

Manage your ledger lists with Inactive Records

Mon 20 Apr 2pm (30 mins)

Learn how to flag records as being inactive and easily filter them from your active records. We'll run through a series of live demonstrations and explain the criteria that a record must meet to be able to be flagged.

Running your year end

Tue 21 Apr 11am (45 mins)

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Company archives

Wed 22 Apr 11am (30 mins)

In this session you'll learn about company archives. We'll cover:

• What an archive is
• How and when they're created
• How to access one
• How an archive can be used

VAT Return - Part 1 - Prepare and reconcile with ease

Thu 23 Apr 11am (45 mins)

Join us to understand all of the options within the Prepare and Reconcile tabs of the VAT Return Wizard, giving you the confidence to run and reconcile your VAT Return.

Control late entries with lock date

Thu 23 Apr 2pm (30 mins)

The Lock Date option enables you to control which users can backdate transactions to a previous period. If you've run your month end or year end reports the last thing you want is someone to backdate a transaction which would impact your figures. Join us and learn how to stay in control.

VAT Return - Part 2 - Effortlessly complete and submit your return

Fri 24 Apr 11am (45 mins)

Join us for this session where we walk you through some of the follow up steps post reconciliation including VAT transfer journals, making your VAT payment and submitting your figures to HMRC under Making tax digital or the Revenue.

Streamline your data entry with AI Document Capture

Fri 24 Apr 2pm (45 mins)

Learn how to set up and process rules to automatically create transactions as they download from your bank. This can be a great time saver.

Importing data - Part 1 - Importing records

Thu 30 Apr 11am / Tue 5 May 11am (45 mins)

Importing records can be a great timesaver and isn't just used when setting up Sage 50 Accounts. You'll learn about the benefits of importing and how you can use it to import new records or update existing ones.

Importing data - Part 2 - Importing transactions

Fri 1 May 11am / Wed 6 May 11am (45 mins)

It's worth spending time to learn and understand the import routine as it helps you to spot time saving opportunities such as entering direct debits, standing orders, month end adjustments, salary journals and expenses. The demonstration covers the following areas:

• Benefits of importing
• Preparing your data including the Sage Import template
• Data Import Wizard
• Import errors and how to resolve them

Get started with Sage Copilot (UK only)

Fri 1 May 2pm (60 mins)

Join us and discover how Sage Copilot, your digital assistant, can support you and your business. We'll cover all the latest features, including:

• Business insights
• Report with Copilot
• Automated payment reminders

 NOTE: You need Sage 50 Accounts Standard or Professional and be in a UK location to access Sage Copilot.