Sage 50 Accounts will help you not only manage your accounts but enable you to manage your patients too. You can integrate with Sage Act! to send out reminder letters, invoices and opening/closing time notices.

Set Up

Learn how to:

• Install Sage and personalise your settings
• Set up Access Rights and passcodes
• Edit the Chart of Accounts
• Set up the Bank Accounts

Customer Ledger

Learn how to:

• Create new customer records
• Create invoices
• Process Customers receipts

Purchase Ledger

Learn how to:

• Create new supplier records
• Enter Purchase Invoices
• Process Supplier Payments

Financial Reporting

Learn how to:

• Produce a Profit & Loss, Balance Sheet and Trial Balance
• Create Aged Debtor Report
• Create Aged Creditor Report
• Create new Nominal Codes

Cash Control

• Reconcile Bank Accounts
• Reconcile Credit Card and Cash Accounts

Our bespoke training sessions are held at your premises and offer training which is specific to your company and to meet its needs. Training is conducted on an individual basis or in small groups of 2-3.

We cover more in depth training such as:

• Creating bespoke invoices and reports templates
• Emailing invoices and Purchase Orders through Sage
• Setting up HMRC, VAT and CIS links
• Configuring Sage to provide marketing reports such as most popular sales item, profit per product, quotation conversion rate
• Transactional Profit & Loss Reports
• Linking to Act!, Quotewerks, Sage Payroll and other Sage products
• Pre-payment and Accruals
• Stock Management and Bills of Materials (BOM)
• Setting up Price-lists
• Journal Entries