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E-raamat: Sage Accounts in easy steps

Bill Mantovani

Formaat: 192 pages
Sari: In Easy Steps
Ilmumisaeg: 01-Nov-2019
Kirjastus: In Easy Steps Limited
ISBN-13: 9781840788976

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Formaat: 192 pages
Sari: In Easy Steps
Ilmumisaeg: 01-Nov-2019
Kirjastus: In Easy Steps Limited
ISBN-13: 9781840788976

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Sage 50 Accounts is the UK's 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.

Sage 50 Accounts in easy steps uses detailed images and easy-to-follow instructions, showing you how to quickly get to grips with the new features of this leading accounts software. This definitive guide clarifies everything from basic recording keeping to utilising Sage as an information-bank for making crucial business decisions.

Areas covered include:

Setting up Sage, entering debtors and creditors

Producing purchase/sales orders and invoices

Bank account reconciliation

Stock management, including Bill of Materials

Important month and year end procedures

Processing the VAT return and e-Submission

Generating invaluable management reports

Sage 50 Accounts in easy steps is ideal for non-accountants using Sage 50 Essentials, Accounts, Accounts Plus or Accounts Professional for the first time, or just needing to grasp the new key features – all in easy steps!

Also covers Sage Cloud Accounts

1 Getting Started

(12)

Introduction

(1)

Starting Sage 50 Accounts

(1)

Sage 50 Desktop Views

(1)

Settings

(1)

Company Preferences

(3)

Currency & the Euro

(1)

Customer & Supplier Defaults

(2)

Finance Rates

(1)

2 The Customer Ledger

(14)

Keeping a Financial System

(1)

The Customers Toolbar

(1)

Creating Customer Records

(2)

Price Lists

(1)

Batch Customer Invoice

(1)

Batch Customer Credit Note

(1)

Debtors Analysis

(1)

Credit Control

(1)

Disputed Invoices

(1)

Customer Reports & Modem

(1)

Customer Letters

(1)

The Customer Statement

(1)

3 The Supplier Ledger

(10)

The Suppliers Toolbar

(1)

Creating Supplier Records

(1)

Using Filter

(1)

Supplier Activity

(1)

Supplier Aged Balance

(1)

Recording Supplier Invoices

(1)

Supplier Credit Notes

(1)

Supplier Letters & Labels

(1)

Supplier Reports

(1)

4 The Nominal Ledger

(14)

The Nominal Codes Toolbar

(1)

The Nominal Ledger

(1)

Nominal Records

(1)

Viewing Nominal Transactions

(3)

The Journal

(1)

Making a Journal Entry

(1)

Setting up Prepayments

(1)

Setting up Accruals

(1)

The Chart of Accounts

(2)

Nominal Reports

(1)

5 The Bank

(16)

The Bank Accounts Toolbar

(1)

Bank Accounts

(1)

Bank, Cash & Credit Accounts

(1)

Recording Bank Payments

(1)

Supplier Invoice Payments

(1)

Batch Purchase Payments

(1)

Bank Receipts

(1)

Recording Customer Receipts

(1)

Bank Transfers

(1)

Recurring Entries

(1)

Generating Cheques

(1)

The Bank Statement

(1)

Bank Account Reconciliation

(2)

Bank Reports

(1)

6 Products

(14)

The Products and Services Toolbar

(1)

The Product Record

(3)

Product Defaults

(1)

Using Filter

(1)

Bill of Materials

(1)

Viewing Transactions

(1)

Product Activity

(2)

Product Adjustments

(1)

Product Transfers

(1)

Product Reports

(1)

7 Invoices

(14)

The Invoices and Credits Toolbar

(1)

Invoicing

(1)

The Product Invoice

(2)

Printing an Invoice

(1)

The Service Invoice

(2)

The Skeleton Invoice

(1)

Product Credit Note

(1)

Recurring Transactions

(1)

Updating your Ledgers

(1)

Printing for Batch Invoicing

(1)

Producing Reports

100

(1)

8 Processing Sales Orders

101

(8)

Sales Orders Toolbar

102

(1)

The Sales Order

103

(2)

Allocating Stock

105

(1)

Despatching Sales Orders

106

(1)

Amending & Printing Sales Orders

107

(1)

Sales Orders Reports

108

(1)

9 Purchase Orders

109

(10)

The Purchase Orders Toolbar

110

(1)

Creating a Purchase Order

111

(2)

Placing Orders "On Order"

113

(1)

Recording Deliveries

114

(1)

Processing Purchases Manually

115

(1)

Recording Deliveries Manually

116

(1)

Printing Batched Orders

117

(1)

Purchase Order Reports

118

(1)

10 Financial Reporting

119

(14)

Financial Reporting Toolbars

120

(1)

The Audit Trail

121

(2)

The Trial Balance

123

(1)

Profit and Loss Report

124

(1)

The Balance Sheet

125

(1)

Quick Ratio Report

126

(1)

The Budget Report

127

(1)

The VAT Return

128

(3)

VAT e-Submissions

131

(1)

Financial Reports

132

(1)

11 Fixed Assests

133

(6)

The Fixed Assets Toolbar

134

(1)

Recording your Fixed Assets

135

(2)

Fixed Asset Depreciation

137

(1)

Depreciation & Valuation

138

(1)

12 The Report Designer

139

(6)

The Report Designer

140

(1)

Creating a New Report

141

(3)

Modifying an Existing Report

144

(1)

13 Opening Balances

145

(10)

Introduction

146

(1)

Standard VAT - Opening Balances

147

(1)

VAT Cash Accounting - Opening Balances

148

(1)

Clearing Opening Balances

149

(2)

Entering Balances Mid-Year

151

(1)

Nominal Ledger & Bank Account

152

(2)

Product Opening Balances

154

(1)

14 Data Management

155

(18)

Backing Up Data

156

(2)

Restoring Data

158

(1)

Changing Global Values

159

(2)

Importing Data

161

(1)

File Maintenance

162

(3)

Write Off, Refund & Return

165

(3)

Posting Contra Entries

168

(1)

Run Period End Functions

169

(3)

Clearing Audit Trail & Stock

172

(1)

15 Task Management

173

(14)

Features of the Diary Module

174

(1)

The Diary Window

175

(1)

Setting Up a Diary Task

176

(1)

Setting Up a Recurring Event

177

(1)

Completing an Event

178

(1)

Chasing Debt

179

(2)

Managing Payments

181

(1)

Office Integration

182

(3)

Sage Drive Setup

185

(1)

Creating a Sage ID

186

(1)

Index

187

Bill Mantovani has a long association with electronics and is a successful author on circuit design and construction. He has specialised in electronics and IT all his adult life and is consequently well versed in a wide range of electronic devices and applications. A respected college lecturer to Higher Education level, Bill has also penned a number of academic titles for students studying in the electrical and electronic engineering field. As a licensed Radio Amateur, his main interest is in the design and construction of radio transmitters, receivers, power supplies and test equipment.

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