Webinars for Sage 50 Accounts

What's new in V33.1

Webinars from 15 April (45 mins)

Join us as we run through the latest enhancements to Sage 50 Accounts v33.1 and, in case you missed them, v33.0. These include:

• Sage Copilot for all
• Sage Expenses
• Making Tax Digital (MTD) for Income Tax
• AI Document Capture
• Sage Assistant and more

Get started with Sage Copilot (UK only)

Various dates (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
• Detailed analysis
• 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.

Sage Expenses - Smart, easy and fast expense management within Sage 50

Webinars from 29 April (45 mins)

This onboarding webinar shows you how Sage Expenses, integrated with Sage 50 Accounts, makes expense management faster, simpler, and more accurate.

You’ll see how to capture receipts, manage mileage and entertainment claims, set up users and approvals, and automatically post expenses back into Sage 50. We’ll walk through the setup process and demonstrate how both the web and mobile apps work in practice.

MTD for Income Tax: What does it really mean for you?

Various dates

Join us for a clear and practical walkthrough of MTD for Income Tax, tailored specifically for sole traders and landlords.

Whether you're just starting out or already using digital tools, this session will help you understand what's changing, what's required, and how to stay compliant - without the jargon.

Get MTD-Ready: Using Sage 50 Accounts for Income Tax

Various dates

This session shows you how to set up and submit Making Tax Digital (MTD) for Income Tax updates using Sage 50 Accounts.

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.

Projects - Part 2
Recording costs and revenue

Tue 21 Apr 2pm (45 mins)

Learn how to record costs against your projects and how purchase orders and stock integrates. We'll also explore the options for recording revenue.

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

Importing data - Part 1 - Importing records

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

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

VAT Return - Part 1 - Prepare and reconcile with ease

Wed 20 May 11am / Thu 2 Jul 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

Thu 21 May 11am / Fri 3 Jul 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.