Banking Excellence digital badge webinar series

Summary

Upcoming free webinars.

Description

Want to 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. Between 4 February and 20 February 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 8 webinar topics available plus the Quiz.

NOTE: Watching recordings will not 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.

Join Jacqui, Michael, Abby and Matt

Simply register for any sessions then attend the live demonstrations and the chance to ask your questions.

#1 - Simplifying bank transactions - Your guide to payments, receipts and transfers

Tuesday 4 February 11am / Wednesday 12 February 2pm - Duration 45 mins

Learn about posting bank payments and receipts and pick up a few tips along the way. We'll also cover the transfers option to ensure you've got the basics covered.

#2 - Managing Customer Receipts and Supplier Payments in Sage 50

Tuesday 4 February 2pm / Wednesday 12 February 11am - Duration 45 mins

In this session you'll learn how to post customer receipts and supplier payments. We'll also demonstrate how to post payments on account so that you can record deposits, and how to allocate transactions to help tidy up your customer and supplier accounts.

#3 - Reconcile with confidence - Mastering Bank Reconciliation in Sage 50

Wednesday 5 February 11am / Thursday 13 February - Duration 45 mins

In this session you'll learn how to manually reconcile your bank accounts in Sage 50 Accounts. We'll run through the process in simple steps and highlight some of the most common support queries along the way.

#4 - Revolutionise your banking with Sage 50 Bank Feeds

Wednesday 5 February 2pm / Tuesday 18 February 11am - Duration 45 mins

Bank Feeds can be a big time saver and in this session we'll explain the benefits, advise on setting it up and how to process your transactions to speed up the reconciliation process. We'll explain how you can set up rules to automatically create transactions as they download from your bank.

#5 - Simplify your routines - Work smarter with Bank Recurring items

Thursday 6 February 11am / Tuesday 18 February 2pm - Duration 45 mins

Learn how you can save time with Recurring items. We'll explain how to set up and process recurring items within the Bank accounts ledger. This option is primarily used for your regular payments, however, a range of transactions can be posted including bank payments, bank receipts, journals and more.

#6 - Clean up your accounts - Correcting bank errors in Sage 50

Thursday 6 February 2pm / 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.

#7 - Fast finance: Harness the power of E-Payments in Sage 50

Tuesday 11 February 2pm / Thursday 20 February 10am - 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/

#8 - Payment-ready invoices: Adding your bank information to your invoices in Sage 50

Thursday 6 February 11am / Tuesday 18 February 2pm - 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.

#Quiz - Bank on your knowledge: Sage 50 Accounts Quiz

Thursday 13 February 2pm / 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.

Banking Excellence digital badge webinar series - February 2025