Sage Accounting In Simple Steps

Table of Contents:
Top 10 Sage Accounting Tips    1      Enter text    2     Enter numbers and dates    3     Draw data from drop-down lists    4     Use a wizard    5     Create a user    6     Set defaults    7      Change the program date    8      Set a password    9      Make a journal entry    10     Use graphs effectively 1       The Sage 50 system          Getting started          Log on          Find your way around the screen                 View records          Adjust the screen display           Alternative views          Enter text          Enter numbers and dates          Draw data from drop-down lists          Select accounts           Use a wizard          Smart links          Single user? Multiple users?         Shut down Sage 50 2       Setting up the accounts          Set up the company data          Set up the company template          Set up regions or divisions          Set up your Company Preferences          Create a user          Set access rights          Create uses by copying          Set credit terms          Define account status terms          Set the Customer defaults: Records          Set the Customer defaults: Ageing          Set the bank account defaults          Set the invoice defaults          Set the program date 3       Looking after your files          Set a password          File maintenance           Check data          Make corrections          Compress your files          Make backups          Restore files 4       Report designer          View a layout          Produce a report          Print a set of letters or labels          Edit a report          Add text          Format text           Add variables          Add lines and boxes          Adjust page setup          Save it! 5       The Company module           View nominal records          Budget          Edit the Chart of Accounts          Edit the Nominal accounts          Create an account 6       Double-entry book-keeping           Enter an opening balance          Make a journal entry          View records in the Activity display          Set a Custom Range          Use the Nominal report 7       Working in the Bank module          Explore the Bank tasks          View a Bank account          Create an account           Reconcile your accounts          Record payments and receipts          Receive payments          Pay suppliers          Add a recurring entry          View or post a recurring entry           Make transfers          Produce statements          Create reports 8       Customers and suppliers          Create a new record          View and edit records          View sales activity          View the activity tab          Use graphs          Explore the third dimension!          Searching for records          Multiple field searches          Produce customer reports          Produce statements          Print labels 9       Invoices          Explore the Invoicing window          Create a Product invoice          Change the details of a product           Further details          Create a Service invoice          Create a credit note          Print an invoice          Update ledgers          Send invoices by email          Create a recurring invoice          Repeat invoices          Process invoices in batches 10     Credit control          Chase debts          Use Day Sales Analysis           View the Communications history          Record a new contract          Manage your cash flow          The cash flow graph          Use Aged Analysis          Apply credit charges          Write off a debt           Manage supplier credit 11      Financial control           Open the Financials window           View the Audit Trail            Understand a trail balance            View the Profit and Loss account            Understand a balance sheet            Output to file            Verify your files            Make the VAT return            Clear the Audit Trail            Manage the year end 12       Products            Explore the Products window            Create categories            Set product defaults            Create product records            View and edit product data             Use price lists            Add customers to a price list            Adjust stock levels            Take stock 13       Help and support            Get help through the contents            Navigate a help page            Use the index            Search for help            Get help online Top 10 Sage Accounting Problems Solved          It says I'm already logged on - but I haven't started yet!          I've sold something we no longer have, so the invoice is wrong          I hate those mice! Can I work from the keyboard?          The trial balance shows depreciation in the same column as the asset. That can't be right, can it?          The computer is dead/stolen/waterlogged! What do I do?          I've started selling online. Should I use Sage Pay to collect payments?          I need to keep some of the staff out of some areas. How do I do that?          It's a complicated problem and I can't find the answer in the Help pages. Where can I get more help?          I've forgotten my password, again!