Sage 50 Accounts - live webinars

Summary

Our free webinars help you to discover more efficient and effective ways to use Sage 50 Accounts.

Description

What you need

Join our free webinars using headphones or your computer's speakers. You don't need access to your Sage software. Simply register for sessions, watch live demonstrations, and ask Sage experts your questions.

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Making Tax Digital (MTD) for Income Tax - UK only

Live webinar available

What does it really mean for you?
Using Sage 50 Accounts for Sole Traders

October 2026 - Live Webinars

TIP:

You can now register for multiple webinars simultaneously using the following link:
Sage 50 Accounts - Live Webinars

Bank Feeds - Part 1 - Set up and process

Tue 20 Oct 11am (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.

Bank Feeds - Part 2 - Create and process rules

Wed 21 Oct 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.

Emailing Invoices - Part 1

Thu 22 Oct 11am (45 mins)

Learn how to email invoices to your customers, and if needed, how to apply email settings to your layout using the Settings - Email Defaults option.

Emailing Invoices - Part 2

Fri 23 Oct 11am (45 mins)

Learn how to apply and amend email settings to your invoice layout using the Sage Report Designer.

November 2026 - Live Webinars

Report Designer #1 - Before you think about changes

Tue 3 Nov 11am (45 mins)

This session explores the available options before you start thinking about amending reports or requesting new ones. We'll look at selecting records, custom fields, filters and wildcards, showing and hiding columns and sorting your lists. We'll also cover the Report finder, which helps you to identify the report you need.

Report Designer #2 - Using the design tools to personalise your invoices and other layouts

Thu 5 Nov 11am (45 mins)

Learn how to personalise your Sage 50 Accounts layouts using the Report Designer design tools. This includes:

Open your layout in the Report Designer and amend the name and description
Insert your company logo
Add text, for example titles, bank details and payment terms
Insert data fields (variables) to include additional information
Use the drawing tools to insert lines and boxes

Report Designer #3 - Tables and variables used by Report Designer

Tue 10 Nov 11am (45 mins)

Are you looking to add information to your reports or layouts, or simply want to understand where a report is pulling information from? Do you know the difference between an audit header and an audit split?

Understanding tables and variables will help. We can’t promise to turn you into an expert but join our session and we’ll get you started.

Report Designer #4 - Introduction to Expressions

Thu 12 Nov 11am (45 mins)

Learn how to add expressions to reports and layouts to create custom calculations by combining data fields and mathematical operators.

Expressions can also be used to form text information, for example, adding payments terms to invoices which are customer specific.

Report Designer #5 - Introduction to Sections and Groups

Tue 17 Nov 11am (45 mins)

This session aims to provide a basic understanding of the structure of reports in Report Designer.

Learn how to add sorts to a report to change the order of the report data and understand how adding a group to a report affects the report structure to make the data more meaningful.

Report Designer #6 - Introduction to Criteria

Thu 19 Nov 11am (45 mins)

When running reports in Sage 50 Accounts, if you find you have too much information, there are several ways to exclude data that isn't required.

In this session, you'll learn how to add Reporting criteria than can be selected when running reports.

Report Designer #7 - Introduction to Filters

Tue 24 Nov 11am (45 mins)

When you run reports in Sage 50 Accounts, if you find you have too much information, there are several ways you can exclude data that isn't required.

In this session, you'll learn how to add filters to the design of your report to restrict the data that is included.

VAT Return Part 1 - Prepare and reconcile with ease

Wed 25 Nov 11am (45 mins)

Join us as we explain all of the options within the Prepare and Reconcile tabs of the VAT Return Wizard. This session will give you the confidence to run and reconcile your VAT Return.

VAT Return Part 2 - Effortlessly complete and submit your return

Thu 26 Nov 11am (45 mins)

This session walks through the post reconciliation tasks included on tab three of the VAT Return wizard, including:

VAT transfer journals
Submitting your figures to HMRC under Making tax digital or the Revenue
Recording your payment or refund

Bespoke training is available

Get extra support with bespoke one-to-one sessions from a Sage expert, built around your needs.
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