Sage 50 accounts 2013 : in easy steps

Title:

Personal Author:

Gilert, Gillian

Series:

In easy steps

Publication Information:

United Kingdom : Easy Steps Ltd., 2013

Physical Description:

192 p. : ill. (some col.) ; 23 cm.

ISBN:

9781840785975

General Note:

Includes index

"From set-ip to useful business reports"--Cover

"For users of Sage 50 accounts, accounts plus, accounts professional and the Sage Instant accounts range"--Front page

Subject Term:

Small business -- Accounting -- Data processing

Accounting -- Data processing

Available:*

Library	Item Barcode	Call Number	Material Type	Item Category 1	Status
Searching... PSZ JB	30000010319145	HF5679 G554 2013	Open Access Book	Book	Searching... Unknown

Sage 50 Accounts is one of the best in market-leading accounts software. It lets you manage your day-to-day finances, customers, suppliers and VAT and keeps your finger on the pulse of your business. It puts you in total control of your finances so you can spend more time running & growing your business.

Sage 50 Accounts 2013 in easy steps clarifies everything from basic record keeping to utilizing Sage as an information-bank for making crucial business decisions. Areas covered include:Setting up records and producing invoices, reconciling your bank statements, stock management, keeping track of debtors, creditors and bills, all important month and year end procedures, generating invaluable management reports.

Sage 50 Accounts 2013 in easy steps is the perfect guide to all your financial needs.

Author Notes

Gillian Gilert is not only a successful author on Sage software but also presents courses on her specialist subject, computerized accounts, for the West Yorkshire Enterprise Agency. A lecturer in computing in her spare time, Gillian has a busy schedule as a company director along with her partner Bill and is a member of the Institute of Business Advisors, providing specialist IT advice throughout her native Yorkshire, U.K.

1 Getting Started	p. 7
Introduction	p. 8
Starting Sage 50 Accounts	p. 9
Sage 50 Desktop Views	p. 10
Settings	p. 11
Company Preferences	p. 12
Currency & the Euro	p. 15
Customer & Supplier Defaults	p. 16
Finance Rates	p. 18
2 The Customer Ledger	p. 19
Keeping a Financial System	p. 20
The Customers Toolbar	p. 21
Creating Customer Records	p. 22
Price Lists	p. 24
Batch Customer Invoice	p. 25
Batch Customer Credit Note	p. 26
Debtors Analysis	p. 27
Credit Charges	p. 28
Disputed Invoices	p. 29
Customer Reports & Modem	p. 30
Customer Letters and Labels	p. 31
The Customer Statement	p. 32
3 The Supplier Ledger	p. 33
The Supplier Toolbar	p. 34
Creating Supplier Records	p. 35
Using Search	p. 36
Supplier Activity	p. 37
Supplier Aged Balance	p. 38
Recording Supplier Invoices	p. 39
Supplier Credit Notes	p. 40
Supplier Letters and Labels	p. 41
Supplier Reports	p. 42
4 The Nominal Ledger	p. 43
The Nominal Toolbar	p. 44
The Nominal Ledger	p. 45
Nominal Records	p. 46
Viewing Nominal Transactions	p. 47
The Journal	p. 50
Making a Journal Entry	p. 51
Setting up Prepayments	p. 52
Setting up Accruals	p. 53
The Chart of Accounts	p. 54
Nominal Reports	p. 56
5 The Bank	p. 57
The Bank Toolbar	p. 58
Bank Accounts	p. 59
Bank, Cash & Credit Accounts	p. 60
Recording Bank Payments	p. 61
Supplier Invoice Payments	p. 62
Batch Purchase Payments	p. 63
Bank Receipts	p. 64
Recording Customer Receipts	p. 65
Bank Transfers	p. 66
Recurring Entries	p. 67
Generating Cheques	p. 68
The Bank Statement	p. 69
Bank Account Reconciliation	p. 70
Bank Reports	p. 72
6 Products	p. 73
The Products Toolbar	p. 74
The Product Record	p. 75
Product Defaults	p. 78
Using Search	p. 79
Bill of Materials	p. 80
Viewing Transactions	p. 81
Product Activity	p. 82
Product Adjustments	p. 84
Product Transfers	p. 85
Product Reports	p. 86
7 Invoices	p. 87
The Invoicing Toolbar	p. 88
Invoicing	p. 89
The Product Invoice	p. 90
Printing an Invoice	p. 92
The Service Invoice	p. 93
The Skeleton Invoice	p. 95
Product Credit Note	p. 96
Process Recurring Transactions	p. 97
Updating your Ledgers	p. 98
Printing for Batch Invoicing	p. 99
Producing Reports	p. 100
8 Processing Sales Orders	p. 101
Sales Order Processing Toolbar	p. 102
The Sales Order	p. 103
Allocating Stock	p. 105
Despatching Sales Orders	p. 106
Amending & Printing Sales Orders	p. 107
Sales Orders Reports	p. 108
9 Purchase Orders	p. 109
The PO Processing Toolbar	p. 110
Creating a Purchase Order	p. 111
Placing Orders 'on order'	p. 113
Recording Deliveries	p. 114
Processing Purchases Manually	p. 115
Recording Deliveries Manually	p. 116
Printing Batched Orders	p. 117
Purchase Order Reports	p. 118
10 Financials	p. 119
The Financials Toolbar	p. 120
The Audit Trail	p. 121
The Trial Balance	p. 123
Profit & Loss Report	p. 124
The Balance Sheet	p. 125
Quick Ratio Report	p. 126
The Budget Report	p. 127
The VAT Return	p. 128
VAT e-Submissions	p. 131
Financial Reports	p. 132
11 Fixed Assets	p. 133
The Fixed Assets Toolbar	p. 134
Recording your Fixed Assets	p. 135
Fixed Asset Depreciation	p. 137
Depreciation and Valuation	p. 138
12 The Report Designer	p. 139
The Report Designer	p. 140
Creating a New Report	p. 141
Modifying an Existing Report	p. 144
13 Opening Balances	p. 145
Introduction	p. 146
Standard VAT-O/B	p. 147
VAT Cash Accounting - O/B	p. 148
Clearing Opening Balances	p. 149
Entering Balances Mid-Year	p. 151
Nominal Ledger & Bank Account	p. 152
Product Opening Balances	p. 154
14 Data Management	p. 155
Backing Up Data	p. 156
Restoring Data	p. 157
Changing Global Values	p. 158
Importing Data	p. 160
File Maintenance	p. 162
Write Off, Refund & Return	p. 165
Posting Contra Entries	p. 168
Run Period End Functions	p. 169
Clearing Audit Trail & Stock	p. 172
15 Task Management	p. 173
Features of the Diary Module	p. 174
The Diary Window	p. 175
Setting Up a Diary Task	p. 176
Setting Up a Recurring Event	p. 177
Completing an Event	p. 178
Chasing Debt	p. 179
Managing Payments	p. 181
Office Integration	p. 182
User Defined Labels	p. 185
Managing Events	p. 186
Index	p. 187

Available:*

On Order

Summary

Summary

Author Notes

Table of Contents