Webinars for Sage 50 Accounts

Management Reports

Join us to learn all about running management reports in Sage 50 Accounts. This series covers everything from creating new nominal codes through to reconciling your reports.

Get registered and build the knowledge and confidence you need.

Chart of accounts

Tue 10 Feb 11am / Wed 18 Feb 2pm (45 mins)

Having a good understanding of the chart of accounts is essential when it comes to creating new nominal records and running your management reports. We'll explain what the chart of accounts is, how to create new layouts or simply amend your existing one to help you personalise your key management reports.

Deleting Records - Customers, Suppliers, Nominal codes and Bank accounts

Tue 10 Feb 2pm / Thu 19 Feb 11am (45 mins)

Having a good understanding of the chart of accounts is essential when it comes to creating new nominal records and running your management reports. We'll explain what the chart of accounts is, how to create new layouts or simply amend your existing one to help you personalise your key management reports.

Company Archives

Wed 11 Feb 11am / Wed 25 Feb 11am (45 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

Nominal Records

Wed 11 Feb 2pm (45 mins)

Learn about the Nominal codes ledger, its structure and how to set up new nominal records. We'll also cover the options available within a record.

Protect your data - Backing up

Thu 12 Feb 11am (30 mins)

Protect your data and learn everything you need to know about checking and backing it up. We'll also explain how you can save time and automate this task using the Schedule backup option.

Get started with Sage Copilot (UK only)

Thu 12 Feb 2pm / Fri 27 Feb 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.

Clearing your Audit Trail to remove old transactions

Fri 13 Feb 11am (45 mins)

The Clear Audit Trail option is used to remove transactions from your customer, supplier, nominal and bank activities and this in turn can enhance the performance of your software. Although optional, the audit trail is most often cleared immediately after running a year end.

Deleting Records - Invoices, Orders and Quotations

Mon 16 Feb 2pm / Tue 24 Feb 2pm (45 mins)

Learn how to remove old invoices, orders and quotations to help tidy up your ledgers.

Management Reports - Trial Balance, Profit & Loss and Balance Sheet

Tue 17 Feb 11am / Wed 25 Feb 2pm (45 mins)

Learn about the 3 key management reports in Sage 50 Accounts. We'll demonstrate how to run them, the structure and the information they contain and explain how they calculate.

Manage your ledger lists with Inactive Records

Tue 17 Feb 2pm / Mon 23 Feb 2pm (45 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.

Year End

Wed 18 Feb 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.

Chart of accounts

Wed 18 Feb 2pm (45 mins)

Having a good understanding of the chart of accounts is essential when it comes to creating new nominal records and running your management reports. We'll explain what the chart of accounts is, how to create new layouts or simply amend your existing one to help you personalise your key management reports.

Deleting Records - Customers, Suppliers, Nominal codes and Bank accounts

Thu 19 Feb 11am (45 mins)

Having a good understanding of the chart of accounts is essential when it comes to creating new nominal records and running your management reports. We'll explain what the chart of accounts is, how to create new layouts or simply amend your existing one to help you personalise your key management reports.

Deleting Records - Stock transactions and product records

Thu 19 Feb 2pm / Thu 26 Feb 2pm (45 mins)

Learn how to clear old stock transactions and delete stock records.

What's new in Sage 50 Accounts V33

Fri 20 Feb 11am (30 mins)

Join us as we run through the latest enhancements to Sage 50 Accounts. These include: Sage Copilot; AI Document Capture; Sage Assistant and more. Register and keep up to date.

Manage your ledger lists with Inactive Records

Mon 23 Feb 2pm (45 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.

Management reports - Running reports for a previous or future financial year

Tue 24 Feb 11am / Wed 4 Mar 2pm (45 mins)

Learn about the options for running your management reports for a previous or future financial year. For example, generating a P&L when you haven't yet ran a year end. We'll cover the standard management reports, using an archive and also the transactional based management reports.

Deleting Records - Invoices, Orders and Quotations

Tue 24 Feb 2pm (45 mins)

Learn how to remove old invoices, orders and quotations to help tidy up your ledgers.

Company Archives

Wed 25 Feb 11am (45 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

Management Reports - Trial Balance, Profit & Loss and Balance Sheet

Wed 25 Feb 2pm (45 mins)

Learn about the 3 key management reports in Sage 50 Accounts. We'll demonstrate how to run them, the structure and the information they contain and explain how they calculate.

Deleting Records - Stock transactions and product records

Thu 26 Feb 2pm (45 mins)

Learn how to clear old stock transactions and delete stock records.

VAT Return - Part 1 - Prepare and reconcile with ease

Thu 26 Feb 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 Feb 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.

Get started with Sage Copilot (UK only)

Fri 27 Feb 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.