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