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.

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.

Tips and tricks to customise your software

Mon 2 Mar 2pm / 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.

Reconciling your aged debtors and creditors at month end and year end

Tue 3 Mar 11am / Wed 11 Mar 2pm (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.

Year End

Wed 4 Mar 11am / Mon 16 Mar 2pm (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.

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

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.

Bank Feeds - Part 1 - Setting up and processing

Thu 5 Mar 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 process your transactions.

Understanding transaction grouping

Fri 6 Mar 11am / Thu 12 Mar 11am (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.

Month End

Tue 10 Mar 11am / Wed 18 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.

Reconciling your aged debtors and creditors at month end and year end

Wed 11 Mar 2pm (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.

Understanding transaction grouping

Thu 12 Mar 11am (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.

Get started with Sage Copilot (UK only)

Fri 13 Mar 11am / 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.

Year End

Mon 16 Mar 2pm (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.

Prepayments and Accruals

Tue 17 Mar 11am / 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.

Month End

Wed 18 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.

Bank Feeds - Part 2 - Rules

Thu 19 Mar 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.

Fixed assets ledger / Depreciation

Fri 20 Mar 11am / Tue 31 Mar 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.

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

Tue 31 Mar 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.