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February 2025
Earn your Banking Excellence 2025 digital badge
Join us for a series of exclusive webinars to help you get to grips with banking in Sage 50 Accounts. We're running sessions to help with everything from entering transactions to automating tasks with Bank feeds and Recurring items.
To earn your digital badge, simply attend any 6 of the 8 Banking Excellence webinar topics available plus the Bank Excellence Quiz.
NOTE: Watching recordings don't count towards earning the digital badge.
NOTE: Attendance is tracked based on your email address, so please don't register using multiple emails as these will not be merged. If you can't access your work emails from another pc, simply forward your registration email to an email address that you can access.
Banking Excellence #6 - Clean up your accounts - Correcting bank errors in Sage 50
Wednesday 19 February 11am - Duration 45 mins
Learn how to correct payments, receipts and transfers and the implications and limitations if they are Bank/VAT reconciled.
Banking Excellence #7 - Fast finance: Harness the power of E-Payments in Sage 50
Wednesday 19 February 2pm - Duration 45 mins
With Sage 50 Accounts E-payments you can automate your supplier payments by creating a payments file that can then be imported into your bank's electronic banking software. This can streamline your payments processing and save you time.
Before trying to set up and use E-payments, please check that your bank is compatible:
UK - https://my.sage.co.uk/public/sage-ebanking/compatible-banks.aspx
ROI - https://my.sage.co.uk/public/irl-sage-ebanking/irl-compatible-banks.aspx
Note: This webinar is not for the Salary and Supplier Payments service. To find about about this, please visit:
https://www.sage.com/en-gb/integrated-payment-solutions/salary-and-supplier-payments/
Banking Excellence #8 - Payment-ready invoices: Adding your bank information to your invoices in Sage 50
Thursday 20 February 10am - Duration 45 mins
Don't miss the obvious and save time by including your bank details on your invoices and statements so that your customers can pay you online. Using the Sage Report Designer we'll demonstrate how easy it is to edit your layouts and add this information.
It doesn't have to stop there though, you can use the same steps to add payments terms, additional contact details, or even to promote the products and services you provide.
Banking Excellence #Quiz - Bank on your knowledge: Sage 50 Accounts Quiz
Thursday 20 February 11am - Duration 60 mins
Each round will be themed around the topics we've covered throughout this webinar series. It's the perfect way to challenge yourself, have fun, and see how much you've learned to earn your digital badge.
NOTE: You must attend a quiz session plus at least 6 of the other webinar topics in this series, to earn your digital badge.
February - Other live webinars
Bank Feeds - Part 1 - Set up and process
Monday 24 February 2pm - Duration 45 mins
Bank Feeds can be a big time saver and we've updated the look and feel in Sage 50 Accounts v29.2 which also brings other enhancements. Join us as we introduce you to bank feeds, explain the benefits, advise on setting it up and how to process your transactions to speed up the reconciliation process.
Bank Feeds - Part 2 - Rules
Tuesday 25 February 2pm - Duration 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.
Supplier Remittances
Tuesday 25 February 11am / Friday 28 February 11am - Duration 45 mins
Learn how to generate, email and print remittances in Sage 50 Accounts.
VAT Return - Part 1 - Prepare and reconcile your VAT Return with ease
Wednesday 26 February 11am - Duration 45 mins
Join us to explore the prepare and reconcile steps of the VAT Return, and gain the confidence to run it accurately.
VAT Return - Part 2 - Effortlessly complete and submit your VAT Return
Thursday 27 February 11am - Duration 45 mins
Join this session to learn about the VAT Return wizard Step 3 tasks. We walk you through VAT transfer journals, making your VAT payment and submitting your figures to HMRC under Making Tax Digital or the Revenue.
Credit Control - Processing Bad Debt
Friday 28 February 11am / Monday 24 March 2pm - Duration 45 mins
Learn how to write off customer bad debt and how to post your journal adjustment to recover the VAT element.
March
Credit Control - Aged Reports
Monday 3 March 2pm / Friday 7 March 11am - Duration 45 mins
Understanding which customers owe you money is a vital part of credit control and the Aged debtors reports and Aged debt option can be used to report on this information. They show the customers that owe you money, and how long it has been outstanding for and you can easily drill down to transaction level.
Budgets - Standard Budgets
Tuesday 4 March 11am / Wednesday 19 March 2pm - Duration 45 mins
This webinar introduces you to budgeting in Sage 50 Accounts. It covers the 'Standard Budgeting' method which is available in all levels of the software. We'll cover:
- Introduction to budgets
- Checking your budgeting method
- Entering budgets
- Reports
Note: The Advanced Budgeting methods, available in Sage 50 Accounts Standard and Professional, are covered in the 'Budgets - Advanced Budgets' webinar.
VAT Return - Part 1 - Prepare and reconcile with ease
Tuesday 4 March 2pm - Duration 45 mins
Join us to understand all of the options within the prepare and reconcile tabs of the VAT Return, giving you the confidence to run your VAT Return accurately.
Analysis Fields - Customers & Invoices
Wednesday 5 March 11am / Thursday 13 March 2pm - Duration 45 mins
Learn how to set up and add information to the analysis fields in Sage 50 Accounts. We'll demonstrate how to use them to filter your lists to easily get at the records you need. Applying filters adds flexibility to your reports and is a great way of reporting on specific information.
VAT Return - Part 2 - Effortlessly complete and submit your return
Wednesday 5 March 2pm - Duration 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.
Tips and tricks to customise your software
Thursday 6 March 11am / Tuesday 11 March 2pm - Duration 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.
Credit Control - Aged Reports
Friday 7 March 11am - Duration 45 mins
Understanding which customers owe you money is a vital part of credit control and the Aged debtors reports and Aged debt option can be used to report on this information. They show the customers that owe you money, and how long it has been outstanding for and you can easily drill down to transaction level.
Credit Control - Customer Statements
Monday 10 March 2pm / Friday 14 March 11am - Duration 45 mins
This session looks at the Customer Statements option and covers selecting a layout, generating statements and email/print.
Budgets - Advanced Budgets
Tuesday 11 March 11am / Wednesday 26 March 2pm - Duration 45 mins
This webinar follows on from 'Budgets - Part 1' and explores the advanced budgeting methods that are available in Sage 50 Accounts Standard and Professional. We'll cover the following methods:
- Advanced Budgeting - Nominal Code
- Advanced Budgeting - Departmental Overview
- Advanced Budgeting - Department In-Depth
For each method we'll explain how to configure the software and how to enter budget values.
Note: The Advanced Budgeting methods are not available in Sage 50 Accounts Essentials.
Tips and tricks to customise your software
Tuesday 11 March 2pm - Duration 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.
Running your year end
Thursday 13 March 11am / Thursday 20 March 11am / Friday 28 March 1pm - Duration 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.
Analysis Fields - Customers & Invoices
Thursday 13 March 2pm - Duration 45 mins
Learn how to set up and add information to the analysis fields in Sage 50 Accounts. We'll demonstrate how to use them to filter your lists to easily get at the records you need. Applying filters adds flexibility to your reports and is a great way of reporting on specific information.
Credit Control - Customer Statements
Friday 14 March 11am - Duration 45 mins
This session looks at the Customer Statements option and covers selecting a layout, generating statements and email/print.
Credit Control - Customers Chase debt view
Monday 17 March 2pm / Friday 21 March 11am - Duration 45 mins
The Chase debt view in the Customers module is a great option if you work in credit control or just want a better understanding of the who/what/when of your customer outstanding balances.
Note: Chase debt view is not available in Sage 50 Accounts Essentials.
Streamline your data with Filters and Quick Search
Wednesday 19 March 11am / Tuesday 25 March 11am - Duration 45 mins
Learn about the Filter and Quick search options in Sage 50 Accounts. These options enable you to filter your lists and quickly locate and access records and this adds flexibility to your reports by targeting specific data. We'll also cover wildcards for advanced filtering.
Budgets - Standard Budgets
Wednesday 19 March 2pm - Duration 45 mins
This webinar introduces you to budgeting in Sage 50 Accounts. It covers the 'Standard Budgeting' method which is available in all levels of the software. We'll cover:
- Introduction to budgets
- Checking your budgeting method
- Entering budgets
- Reports
Note: The Advanced Budgeting methods, available in Sage 50 Accounts Standard and Professional, are covered in the 'Budgets - Advanced Budgets' webinar.
Running your year end
Thursday 20 March 11am / Friday 28 March 1pm - Duration 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.
Departments
Thursday 20 March 2pm / Wednesday 26 March 11am - Duration 45 mins
One of the more advanced analysis options in Sage 50 Accounts is Departments. Although called departments, the feature can be used in whatever way is appropriate for your business, for example, to analyse transactions by different branches, regions, cost centres or any other use you require. The webinar introduces you to the Departments option and explains:
- Uses for the Departments option
- How to set up and edit departments
- Entering transactions
- Analysis and Reporting
Credit Control - Customers Chase debt view
Friday 21 March 11am - Duration 45 mins
The Chase debt view in the Customers module is a great option if you work in credit control or just want a better understanding of the who/what/when of your customer outstanding balances.
Note: Chase debt view is not available in Sage 50 Accounts Essentials.
Understanding transaction grouping ** NEW **
Friday 21 March 2pm / Thursday 27 March 11am - Duration 30 mins
This session looks at how transactions group in Sage 50 Accounts and covers grouping criteria, settings, and explains what is meant by the terms headers and splits.
Sage 50 Accounts - Credit Control - Processing Bad Debt
Monday 24 March 2pm - Duration 45 mins
Learn how to write off customer bad debt and how to post your journal adjustment to recover the VAT element.
Streamline your data with Filters and Quick Search
Tuesday 25 March 11am - Duration 45 mins
Learn about the Filter and Quick search options in Sage 50 Accounts. These options enable you to filter your lists and quickly locate and access records and this adds flexibility to your reports by targeting specific data. We'll also cover wildcards for advanced filtering.
Departments
Wednesday 26 March 11am - Duration 45 mins
One of the more advanced analysis options in Sage 50 Accounts is Departments. Although called departments, the feature can be used in whatever way is appropriate for your business, for example, to analyse transactions by different branches, regions, cost centres or any other use you require. The webinar introduces you to the Departments option and explains:
- Uses for the Departments option
- How to set up and edit departments
- Entering transactions
- Analysis and Reporting
Budgets - Advanced Budgets
Wednesday 26 March 2pm - Duration 45 mins
This webinar follows on from 'Budgets - Part 1' and explores the advanced budgeting methods that are available in Sage 50 Accounts Standard and Professional. We'll cover the following methods:
- Advanced Budgeting - Nominal Code
- Advanced Budgeting - Departmental Overview
- Advanced Budgeting - Department In-Depth
For each method we'll explain how to configure the software and how to enter budget values.
Note: The Advanced Budgeting methods are not available in Sage 50 Accounts Essentials.
Understanding transaction grouping ** NEW **
Thursday 27 March 11am - Duration 45 mins
This session looks at how transactions group in Sage 50 Accounts and covers grouping criteria, settings, and explains what is meant by the terms headers and splits.
Running your year end
Friday 28 March 1pm - Duration 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.
Earn your Management Reports 2025 digital badge
Mark your calendars and earn your Management Reports 2025 digital badge. Between 31 March and 10 April we're running sessions that help you get to grips with management reporting in Sage 50 Accounts, from creating new nominal codes and running reports to using the Business dashboard. Boost your knowledge, increase your confidence and earn your digital badge by simply attending at least 5 of the 6 topics available plus a quiz session.
NOTE: Watching recordings don't count towards earning the digital badge.
NOTE: Attendance is tracked based on your email address, so please don't register using multiple emails as these will not be merged. If you can't access your work emails from another pc, simply forward your registration email to an email address that you can access.
#1 - Nominal records
Monday 31 March 2pm / Thurs 3 April 2pm - Duration 45 mins
Learn about the Nominal codes ledger, it's structure and how to set up new Nominal records. We'll also cover the options available within a record.
#2 - Working with the Chart of Accounts
Tuesday 1 April 11am / Monday 7 April 2pm - Duration 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.
#3 - The Trial Balance, Profit & Loss and Balance Sheet
Tuesday 1 April 2pm / Tuesday 8 April 11am - Duration 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.
#4 - Running management reports for a previous or future financial year
Wednesday 2 April 11am / Tuesday 8 April 2pm - Duration 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.
Note: Transactional based management reports are not available in Sage 50 Accounts Essentials.
#5 - Reconciling your aged debtors and creditors reports
Wednesday 2 April 2pm / Wednesday 9 April 11am - Duration 45 mins
Reconciling your aged reports against your month end and year end management reports is a common task, ensuring that the figures match. However, there may be occasions where this is not the case and this is a query we regularly support our customers with. Join this session and you'll learn how to check your figures and if there is a difference what to look for.
#6 - Business Dashboard
Thursday 3 April 11am / Wednesday 9 April 2pm - Duration 30 mins
The Business Dashboard is a great feature that gives you the key business data you need at a glance. There are dashboards you can use straight away, or you can dive right in and create your own. It's really easy to set up and use.
#Quiz - Test your knowledge
Friday 4 April 11am / Thursday 10 April 11am - Duration 60 mins
Each round will be themed around the topics we’ve covered throughout this webinar series. It’s the perfect way to challenge yourself, have fun, and see how much you’ve learned to earn your digital badge.
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