Webinar recordings for Sage 50 Accounts

Emailing Statements

Recorded 1 February 2023

Learn how to email statements to your customers, and if needed, how to apply email settings to your layout.

Duration - 45 mins

MTD - New penalties for 2023 - UK only

Recorded 25 January 2023

Watch this session for an update on UK MTD for VAT legislation including the new penalties introduced in January 2023.

Duration - 45 mins

Clearing records - Invoices, Orders and Quotations

Recorded 25 January 2023

This session explains how to delete old records from Invoices and credits, Sales orders, Purchase orders and Quotations.

Duration - 52 mins

Clearing records - Customers, Suppliers and Nominal codes

Recorded 18 January 2023

This session explains how to delete old records from Customers, Suppliers and Nominal codes in Sage 50 Accounts.

Duration - 44 mins

Clearing and deleting stock records

Recorded 17 January 2023

You'll learn how to clear stock transactions and delete stock records.

Duration - 37 mins

Clearing your Audit Trail

Recorded 17 January 2023

You can use the Clear Audit Trail option to remove transactions from your customer, supplier, nominal and bank activities and this in turn can enhance the performance of your software. Although optional, the audit trail is most often cleared immediately after running a year end.

Duration - 36 mins

What's new in v29

Recorded 13 January 2023

Sage 50 Accounts v29 is jam packed with new features and enhancements. The new related help feature enables you to access support and online content at the click of a button. Customisation to meet your business needs and simplifying day to day tasks. Based on the ideas submitted via Sage City, and voted upon by you, we've made loads of improvements on the most commonly requested features.

Duration - 50 mins

Report Design - Understanding Customer Statement Layouts

Recorded 11 January 2023

This session revisits groups and sections in Report Designer, this time exploring the differences in the structures of the grouped and individual statement layouts. Learn the different processes for changing the order of data on each of these statement types using either Sorts or Groups in Report Designer.

Duration - 50 mins

Running your Year End

Recorded 22 December 2022

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and the optional post-year end tasks.

Duration - 50 mins

Global Changes

Recorded 6 January 2023

In this session you'll learn how the Global Changes option can save you time, enabling you to make changes to multiple records simultaneously, for example changing customer credit limits and product sales prices.

Duration - 40 mins

VAT - Run, reconcile and submit your VAT Return (UK)

Recorded 1 December 2022

This session explores the Sage 50 Accounts VAT Return. It covers the features and when you'll use them. This webinar will fill you with confidence you're using your VAT Return to its full for your business requirements.

Duration - 44 mins

Credit Control Part 3 - Bad Debt

Recorded 21 December 2022

Learn how to write off customer bad debt and then, if required, post a journal to recover the VAT on the debt.

Duration - 30 mins

VAT - Brexit Tax Codes

Recorded 20 December 2022

In this session you'll learn about Brexit related tax codes, their use and how they impact your VAT Return.

Duration - 40 mins

VAT - Tax Codes

Recorded 20 December 2022

In this session you'll learn about tax codes in Sage 50 Accounts, their use and how they impact your VAT Return.

Duration - 40 mins

Report Design - Groups and Sections - Part 2

Recorded 14 December 2022

This session revisits groups and sections to explore some of the standard reports with multiple groups. You'll also learn how and why you might need to add multiple groups on a report and how to add group totals.

Duration - 38 mins

Fuel Scale Charges

Recorded 13 December 2022

This short session looks at how to record fuel scale charges in Sage 50 Accounts and the impact this has on your VAT Return.

Duration - 27 mins

Fixed Assets ledger / Depreciation

Recorded 9 December 2022

This session looks at the Fixed Assets ledger that's available in Sage 50 Accounts. 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.

Duration - 40 mins

Credit Control Part 1 - Aged Reports

Recorded 1 December 2022

Understanding which customers owe you money is a vital part of credit control and the aged reports can be used to report on this information. They include the details of the customers that owe you money, unpaid invoices and how long they have been outstanding for.

Duration - 40 mins

Report Design - Personalise your invoice layout - Part 2

Recorded 7 December 2022

This session explores how you can make amendments to the middle sections of your invoice layout depending on the type of invoice data you enter in the software.

Duration - 40 mins

Report Design - Personalise your invoice layout - Part 1

Recorded 8 November 2022

This webinar explores the Sage Report Designer and demonstrates how to use the basic design tools to amend your invoice layout. You'll learn how to add your logo, text (such as titles and your bank details), data fields and how to draw lines and boxes. You can then apply this to other layouts and reports within Sage 50 Accounts.

Duration - 45 mins

Credit Control Part 2 - Statements, Letters and Communications

Recorded 7 December 2022

Learn how to generate statements and letters, send them, and work within the Communications tab.
Note: The Communications tab is not available in Sage 50 Accounts Essentials.

Duration - 40 mins

Prepayments and Accruals

Recorded 2 December 2022

This session explains how to process prepayments and accruals both manually and using the automated options as part of your month end.

Duration - 43 mins

Report Design - Festive messaging using the Letters option

Recorded 1 December 2022

his session explores the Letters option available within customers and demonstrates how to use the Sage Report Designer to edit letter templates. For example, you can easily create a festive message, include details of special promotions, new product ranges and services.

Duration - 39 mins

Journals

Recorded 24 November 2022

This session covers the basics of posting journal entries in Sage 50 Accounts. It also demonstrates the Memorise and Recall options, how using Data Import can save you time and, if needed, how to correct a journal.

Duration - 45 mins

CIS - Part 2 - Domestic Reverse charge

Recorded 23 November 2022

This session covers CIS Domestic Reverse Charge and how to process this in Sage 50 Accounts.

Duration - 45 mins

Report Design - Groups and Sections Part 1

Recorded 22 November 2022

You'll learn about the structure of reports in Report Designer, and the impact of adding groups and sorts to a report with a view to enabling you to make basic amendments to existing reports.

Duration - 55 mins

Month End option

Recorded 17 November 2022

Learn about the Month End option and what it does. You might find out that you don't actually need to run it.

Duration - 43 mins

CIS - Part 1

Recorded 16 November 2022

Learn how to set up and process CIS in Sage 50 Accounts. This will be explored from both contractor and sub-contractor perspectives.

Note: CIS Part 2 on Wednesday 23 November will cover domestic reverse charge.

Duration - 39 mins

Additional Reports Library

Recorded 15 November 2022

In addition to the wide range of reports and layouts already available in Sage 50 Accounts and Sage 50 Payroll, we regularly create additional reports based on customer requests. Some of the most popular reports and layouts are available as free downloads from our Report Library.

Duration - 33 mins

QUIZ - Sage 50 Accounts

Recorded 10 November 2022

To celebrate International Accounting Day watch or recorded quiz put your knowledge to the test.

Duration - 50 mins

Understanding your Management Reports

Recorded 10 November 2022

This session runs through how the Trial Balance, Profit & Loss and Balance Sheet reports calculate. This session follows on from the Chart of Accounts webinar on 17 November and helps to develop your knowledge and build your confidence when working with Sage 50 Accounts.

Duration - 35 mins

Sage Membership

Recorded 10 November 2022

As a Sage customer or partner you automatically get access to Sage Membership and can tap into exclusive content, insights and experiences that address the key challenges facing business today. We'll cover a number of the key benefits that you have available, including: Member Masterclasses, Learning and Community.

Duration - 36 mins

Working with the Chart of Accounts

Recorded 9 November 2022

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 layout or simply amend your existing one to help you report the way you want. If you haven't already done so, we also recommend that you watch the Understanding your Management Reports recording.

Duration - 42 mins

Filters and Search

Recorded 2 November 2022

Learn how to use the Filter and Search options to analyse your data.

Duration - 40 mins

VAT - Running reports to reconcile your VAT Return

Recorded 1 November 2022

This session will help you to understand which reports to run to reconcile your VAT figures prior to submission.

Duration - 32 mins

Charities - Part 1

This session explores a wide range of Charity/Non-Profit processing options in Sage 50 Accounts, including setting up, adding funds, SOFA Categories and reporting.

Duration - 48 mins

Charities - Part 2

This session explores the process of recording donations in Sage 50 Accounts, the gift aid feature and also processing transactions under the Gift Aid Small Donations Scheme (GASDS).

Duration - 39 mins

Budgets

Learn about the budgeting methods and how to enter your figures in Sage 50 Accounts.

Duration - 33 mins

Discounts

This session explores the discount options available when entering invoices in Sage 50 Accounts.

Duration - 47 mins

Tips & Tricks

This session explores a variety of tips and tricks to help you get more from your software, including, adding colours to your ledgers and configuring your accounts desktop.

Duration - 45 mins

Business Dashboard

The Business dashboard is a great feature that gives you the key business data you need at a glance. There 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.

Duration - 36 mins

Entering Product Invoices

In this session, you'll learn how to enter and process product invoices in Sage 50 Accounts.

Duration - 53 mins

Entering Service Invoices

In this session, you'll learn how to enter and process service invoices in Sage 50 Accounts.

Duration - 37 mins

Customers - Chase debt view

The Chase debt view 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.

Duration - 31 mins

What's new in V28.1

Get an early look at the new features and enhancements we're adding to Sage 50 Accounts with the V28.1 update.

Duration - 50 mins

Foreign Trader - working in multiple currencies

This session introduces the Foreign Trader module, how to set it up, post transactions and explains why and how Sage 50 Accounts deals with exchange rate differences.

Duration - 45 mins

How to manually record your payroll in Sage 50 Accounts

You'll learn how to manually post your salary journals in Sage 50 Accounts.

Duration - 40 mins

Linking Sage 50 Payroll to Sage 50 Accounts using the Nominal link

Learn how to set up and use the Nominal link in Sage 50 Payroll to automatically post your payroll information to Sage 50 Accounts. No more manual journals!

Duration - 50 mins

Products and services

Learn about setting up records and working in the Products and services ledger. You'll learn about stock, non-stock and service records.

Duration - 40 mins

Price Lists and Special Prices

Learn how to set up price lists and special prices and how to use them in invoicing.

Duration - 43 mins

Purchase orders

Learn about the purchase order process, including how to enter orders, place them on order, record deliveries and the update ledgers option.

Duration - 44 mins

Batch Reporting

Group your reports, complete a single set of criteria and run all of your reports simultaneously. It's great for month end, year end and any other time when you run multiple reports.

Duration - 29 mins

Recurring items

Learn how you can save time by setting up recurring items and processing them.

Duration - 36 mins

Departments

Learn how to set up and use departments, enter transactions and run reports.

Duration - 45 mins

Importing transactions

Learn about the benefits of using data import. You'll see how to use the import templates and we'll run through the wizard to familiarise you with the import process.

Duration - 55 mins

Projects - Introduction

Learn how to set up and configure Projects, create records, add budgets and enter costs and revenue.

Duration - 50 mins

Projects- Part 2

Learn how to set up and use Resources, understand committed costs and how to use the analysis options and run reports.

Duration - 42 mins

Bank Reconciliation

This webinar demonstrates how to reconcile your bank account in Sage 50 Accounts.

Duration - 39 mins

Bank Feeds + Rules

This option can be a big time saver as it helps you to update and reconcile your bank account. This short webinar explains what you need to know to set it up and get to grips with Bank feeds. We'll also cover Rules and how it helps to automate your processing.

Duration - 44 mins

Order Processing

Join this session to understand how to process sales orders in Sage 50 Accounts.

Duration - 40 mins

Corrections - Journals

This webinar explains how to correct journals in Sage 50 Accounts. It covers the Edit/Delete options, how to manually reverse a journal and the Journal reversal feature.

Duration - 40 mins

Corrections - Customers

This webinar explains how to post corrections and refunds to customer accounts, and includes: The corrections option; Manual corrections and the Write Off and Refund wizard.

Although this session concentrates on customer corrections, you can use the same options if you need to post supplier corrections.

Duration - 42 mins

Remote Data Access - Get up and running

This session introduces you to Remote Data Access (formerly Sage Drive). We'll explain what you need to know and demonstrate how to set it up and connect to your accounts from a different location.

Duration - 40 mins

Setting up and managing users

You can use this option to add users to your software. You can also configure what level of access each user has to your data.

Duration - 40 mins

Lock Date - Prevent backdated transactions

The Lock Date option stops users from backdating 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 on your figures.

Duration - 30 mins

Use Custom fields to customise your reports

Using Custom Fields is a simple but effective way to get more from your software. You can rename headings and use the fields to record extra information or use the fields to help manage your lists and filter them for improved reporting. This session covers exactly what you need to know.

Duration - 35 mins