Sage 50 Accounts - recorded webinars

Use our on-demand recordings to discover efficient and effective ways to use Sage 50 Accounts. They're a useful way to take advantage of our webinar service.

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Watch recordings of our recent live events by selecting a session.

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2-Factor Authentication

• Getting started with 2-factor authentication (2FA) / Download Webinar handout
• 2-factor authentication for Accountants / Download Webinar handout

AI

• The impact of AI in small business
• AI Document Capture

Back up

• Backing up your data

Bank accounts

• Allocate and Unallocate transactions
• Bank payment and Bank receipt
• Batch supplier payment
• Cash flow
• Cash register
• Credit cards and Employee Expenses
• Customer receipt
• Customer refunds and the Write offs wizard
• E-payments
• Reconciliation
• Recurring items
• Remittances
• Transfers

Bank Feeds

• Bank Feeds - Part 1 - Set up and process
• Bank Feeds - Part 2 - Rules

Banking Excellence 2026 - Digital Badge Series

• #1 - Simplifying bank transactions - Your guide to payments, receipts and transfers
• #2 - Managing Customer Receipts and Supplier Payments in Sage 50
• #3 - Reconcile with confidence - Mastering Bank Reconciliation in Sage 50
• #4 - Revolutionise your banking with Sage 50 Bank Feeds
• #5 - Simplify your routines - Work smarter with Bank Recurring items
• #6 - Clean up your accounts - Correcting bank errors in Sage 50
• #7 - Fast finance - Harness the power of E-Payments in Sage 50
• #8 - Payment-ready invoices - Adding your bank information to your invoices in Sage 50
• #Quiz - Bank on your knowledge - Sage 50 Accounts Quiz - coming soon

Budgets

• Budgets - Part 1 - Standard Budgeting
• Budgets - Part 2 - Advanced Budgeting methods
• Budgets - Part 3 - Advanced Budgeting - Analysis and Reports

Charities

• Charities - Part 1 - Introduction, Setting up and Processing
• Charities - Part 2 - Donations, Gift Aid and Gift Aid Small Donations Scheme

Clearing Records

• Clearing your audit trail
• Clearing Records - Customers, Suppliers and Nominal codes
• Clearing Records - Invoices, Orders and Quotations
• Clearing Records - Stock
• The Data Management Tool

CIS

• CIS - Part 1
• CIS - Part 2 - Domestic Reverse Charge

Connected Services

• AI Document Capture

Copilot

• Get started with Copilot

Corrections 2024 Digital Badge Series - Gain the knowledge, Get the skills

A webinar series that looks at how to post corrections in Sage 50 Accounts. We cover everything from editing or deleting transactions, to correcting bank feeds, reconciliation, and stock.

• #1 - Corrections - Customers and Suppliers
• #2 - Corrections - Journals
• #3 - Corrections - VAT transactions
• #4 - Corrections - Invoices and Orders
• #5 - Corrections - Stock
• #6 - Corrections - Bank Reconciliation and Bank Feeds
• #7 - Corrections - Bank Transactions

Credit Control

• Part 1 - Aged Reports
• Part 2 - Statements, Letters and Communications
• Part 3 - Bad Debt
• Credit charges
• Customer Record - Credit Control
• Customers - Chase Debt view

Customers / Suppliers

• Account Status - Set up and apply
• AI Document Capture
• Allocate and unallocate transactions
• Attachments
• Batch invoice and credit
• Batch changes
• Batch supplier payments
• Chase Debt view
• Contra Entries
• Custom Fields
• Customer and Supplier Defaults
• Customer Records
• Customer Record - Credit Control
• Delete Records - Customers, Suppliers and Nominal codes
• Disputes
• Inactive Records
• Filters and Search
• Filter - Filtering your customers list
• Filter - Filtering your customers list by analysis fields
• Quick Search - find it fast
• Reconciling your aged debtors and creditors reports
• Reports
• Sending Statements and Letters
• Suggest Payments

Data Management 2025 - Digital Badge Series

• #1 - Backing up
• #2 - The Data Management tool
• #3 - Company archives
• #4 - Clearing your Audit Trail to remove old transactions
• #5 - Deleting customers, suppliers, nominal codes and bank accounts
• #6 - Clearing stock transactions and deleting product records
• #7 - Flagging records as inactive to hide them from your lists
• #Quiz - Test your knowledge

Demonstration and Practice Companies

• Demonstration and Practice Companies

Departments

• Departments - Setting up, using them and reporting

Emailing

• Emailing Invoices - Part 1
• Emailing Invoices - Part 2
• Emailing Statements - Part 1
• Emailing Statements - Part 2

Filtering your lists

• Streamline your ledgers
• Filters and Search
• Filter - Filtering your customers list
• Filter - Filtering your customers list by analysis fields
• Inactive Records

Fixed assets

• Fixed Assets Ledger and Depreciation

Foreign trader

• Foreign trader - Using multiple currencies

Importing data

• Importing Data - Customer Records
• Importing Records
• Importing Transactions

International Accounting Day 2023 - Digital Badge Series

We have celebrated International Accounting Day 2023 with a week of webinars.  We focussed on features to help streamline and automate your processes in Sage 50 Accounts.

• #1 - Bank feeds
• #2 - Filter and Quick Search
• #3 - Memorise and Recall
• #4 - Recurring Items
• #5 - Batch Reporting
• #6 - Emailing Invoices using Microsoft Outlook
• #7 - International Accounting Day  - The Quiz

International Accounting Day 2024 - Digital Badge Series

• #1 - Getting paid - Time saving opportunities / Download  Webinar handout
• #2 - Work smart - Automating everyday transactions / Download Webinar handout
• #3 - Reporting made easy / Download  Webinar handout
• #4 - Quick tips to protect your data / Download Webinar handout
• #5 - Sage 50 Accounts - Shortcuts for success / Download Webinar handout
• #6 - International Accounting Day - The Quiz

International Accounting Day 2025 - Digital Badge Series

• Bank feeds / Download Webinar handout
• Sage Copilot - Automated payment reminders / Download Webinar handout
• AI Document Capture / Download Webinar handout

Invoices and credits, Quotations and Orders

• Clearing Records - Invoices, Orders and Quotations
• Create Purchase orders from Sales orders
• Discounts
• Get paid online - Opayo (formerly SagePay)
• Get paid online - Sage Invoice Payments using Stripe and PayPal
• Product Invoices
• Purchase orders
• Quick Print and Quick Email
• Quotations
• Sales orders
• Service Invoices
• Special product codes - S1 / S2 / S3 / M

Invoice Finance

• Mastering Cashflow - Unlocking financial success with Satago

Invoicing 2026 - Digital Badge Series

• #1 - Entering product invoices
• #2 - Credit notes
• #3 - Emailing and printing your invoices
• #4 - Understanding and applying discounts
• #5 - Add your logo and payment details to your invoices
• #6 - Filters and Custom fields
• #Quiz - Test your knowledge

Making Tax Digital for Income Tax

• Making Tax Digital for Income Tax - What does it really mean for you? (UK only)
• Using Sage 50 Accounts for MTD for Income Tax

Management Reports 2025 - Digital Badge Series

These sessions helps you with management reporting in Sage 50 Accounts. Create new nominal codes, run reports, and use the Business dashboard. Boost your knowledge and increase your confidence.

• #1 - Nominal records
• #2 - Working with the Chart of Accounts
• #3 - The Trial Balance, Profit & Loss and Balance Sheet
• #4 - Running management reports for a previous / future financial year
• #5 - Reconciling your aged debtors and creditors reports
• #6 - Business Dashboard
• #Quiz - Test your knowledge

Month End

• Running your month end

New features

• What's new in V28.1
• What's new in V29
• What's new in V30.1
• What's new in V31
• What's new in V33
• What's new in V33.1

Nominal codes

• Nominal Records
• Journals
• Journals - Opening and closing stock
• Chart of Accounts
• Management Reports - Trial Balance, Profit and Loss, Balance Sheet
• Management Reports - Running reports for a previous or future financial year
• Prepayments and Accruals
• Payroll - Manually entering salary information into your accounts
• Nominal Link - Automatically posting from Sage 50 Payroll to Sage 50 Accounts

Products and services

• Product and services records
• Bill of Materials
• Discounts
• Price Lists and Special Prices
• Special product codes - S1 / S2 / S3 / M
• Stock take
• Stock transactions
• Stock valuation reports
• Clearing Records - Clearing and deleting stock

Projects

• #1 - Setting up and creating records
• #2 - Recording costs and revenue
• #3 - Analysis and Reports

Quiz

• Sage 50 Accounts - Quiz 2022
• Sage 50 Accounts - Quiz 2023

Remote Data Access (RDA)

• Remote Data Access - Get up and running

Report Designer 2025 - Digital Badge Series

This webinar series introduces you to the functions of the Report Designer for Sage 50 Accounts.

• #1 - Before you think about changes
• #2 - Using the design tools to personalise your invoices and other layouts
• #3 - Tables and variables used by Report Designer
• #4 - Introduction to Expressions
• #5 - Introduction to Sections and Groups
• #6 - Introduction to Criteria
• #7 - Introduction to Filters
• #Quiz - Test your knowledge

Report Designer

• Add your logo to your invoices
• Add additional email addresses to your layouts
• Add bank details, payment terms and other text to your layouts 
• Additional Reports Library
• Festive messaging using Sage Letters
• Groups and Sections - Part 1
• Groups and Sections - Part 2
• Personalise your invoice layout - Part 1
• Personalise your invoice layout - Part 2
• Understanding Customer Statement Layouts

Reports

• Sending information to Excel

Sage Expenses

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

Sage Membership

• Sage Membership

Settings

• Company Preferences - The settings it contains
• Lock Date - Prevent backdated transactions
• User Management

Tools

• Batch Reporting
• Clear Audit Trail
• Company Archive
• Data Management Tool
• Global Changes
• Global Changes - Customers and Suppliers
• Global Changes - Products
• Tips and Tricks

Transactions

• Attachments
• Grouping - Understanding transaction grouping

VAT Proficiency 2025 - Digital Badge Series

• #1 - Mastering tax codes - UK only
• #2 - Prepare and reconcile your VAT Return with ease
• #3 - Effortlessly complete and submit your VAT Return
• #4 - Our top 5 VAT questions answered
• #5 - VAT verification checks
• #6 - Running reports for confident reconciliation
• #7 - Simplifying corrections - Correcting VAT transactions
• #Quiz - Test your knowledge

VAT

• 5 top tips to get your VAT right each time
• Brexit tax codes
• Flat Rate VAT schemes
• Fuel scale charges
• Running reports to reconcile your VAT Return
• Understanding tax codes
• VAT Return - Run, reconcile and submit it online
• Verification Settings
• Making Tax digitalWhat's new for Making Tax Digital in January 2023

What's new

• What's new in V28.1
• What's new in V29
• What's new in V30.1
• What's new in V31
• What's new in V33
• What's new in V33.1

Year End

• Company Archive
• Clearing your audit trail
• Clearing Records - Customers, Suppliers and Nominal codes
• Clearing Records - Clearing and deleting stock
• Clearing Records - Invoices, Orders and Quotations
• Lock Date - Prevent backdated transactions
• Reconciling your aged debtors and creditors reports
• Running your year end

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