Sage 50 Bootcamp

SAGE 50 Bootcamp is a series of shorter courses, each with content that drills down to one topic.  Who is bootcamp geared towards:

·        People new to Sage 50 to learn only one component at a time and get comfortable with the content before advancing forwards.

·        Experienced Sage 50 users who have questions with only one or two components

Each course is 3 hours long.  At the end of each course, you will have an advanced understanding of the topic matter. These courses can be taken individually or in conjunction with other courses.  A minimum of 7 courses is required if you are planning to apply for the Job Skills Training Grant.

Price Per Course:  $500

7 Course Package:  $3,500, 21 hours

Instructor: Ann Kurlovich
Ann Kurlovich Consulting Services

Sage Partner

Course 1:  Getting Started and Setting Up

·         What edition of Sage 50 is right for you?

·         Setting up your company

·         Credit card setup

·         Importing from Excel

·         Moving around and finding what you need

·         Confirming background settings and naming configurations

·         Best practices in backing up your company data file

Course 2:  Setting Up The Chart of Accounts & Accounting Details

·         Really understand your financial statements

·         Set up the chart of accounts

·         Understanding the group, subgroup and totals within the Chart of Accounts

·         Change and fix the chart of accounts

·         Use general journal entries

Course 3:  Sales Transactions

·         Different ways of recording sales and choosing the one that’s right for you

·         Estimates/proposals

·         The invoicing cycle

·         Invoicing for billable time and/or expenses

·         Cash/sales receipts

·         Receiving payments and making deposits

·         Credit memos

·         Customer statements

·         Sales reports

Course 4:  Expense Transactions

·         When you should and should not track accounts payable (enter and pay bills)

·         Checks (printed and hand-written)

·         ATM withdrawals and electronic fund transfers

·         Debit card and credit card charges

·         Vendor credits

·         Purchase Reports

Course 5:  Bank Reconciliations

·         Bank reconciliation and find reconciliation errors

·         Tips and tricks to locating discrepancies

·         Best practices

Course 6:  Advanced Transactions

·         Handle customer down payments/deposits

·         Write off bad debt (including small underpayments)

·         Handle customer down payments/deposits

·         Void vs. delete a check

·         Track Petty Cash

·         Handle bounced checks (NSF)

·         Set up memorized transactions

·         Year end adjusting entries

Course 7:  Set Up and Pay Employees

·         Set up employees, deductions and company contributions

·         Enter prior payrolls

·         Set up company payroll preferences

·         Process paychecks

·         Make tax deposits

·         Make non-tax payments (health insurance, etc.)

·         Paying source deductions

·         Using payroll reports

Course 8:  Working with Reports

·         Financial Reports

·         Sales Report

·         Customer Reports

·         Supplier Reports

·         Project Reports

·         Payroll Reports

·         GST Reports

Course 9:  Job Costing

·         Setting up for job costing

·         Create jobs

·         Actual entries

·         Billable expenses

·         Reports that show the results

Course 10:  Inventory

·         Inventory:

·         Set up inventory in Sage 50

·         Purchase orders, receive items, adjust inventory

·         Changing prices

·         Advanced inventory handling

Course 11:  GST

·         Track Sales Taxes

·         Set up sales taxes

·         What the various tax codes mean

·         Adjust, pay, and report sales taxes

·         Completing the GST Sales tax process

·         Best practices

Course 12:  Branding Your Company – Create Custom Forms

·         Create custom invoices

·         Create custom sales orders

·         Create custom purchase orders

·         Add logos and custom fields to forms

Course 13:  Accounting Tasks

·         Close the books

·         Protect your accounting data

·         Set up users with different permissions

·         Assign access rights and user levels

·         Year end adjusting entries