About the Book
Written in a user friendly manner with numerous screen dumps, this guide aims to make the learning and use of Sage Instant Accounting 2000 a quicker, easier and more effective process. The book includes: an explanation of the features of the program and of the basic concepts of accounts for those who lack background knowledge; hints and tips on how to use the program efficiently; a practical introduction to the program with data for the user to enter and practise with; and advice on setting up a computerized accounting system.
Table of Contents:
Part 1 Accounting terminology: the accounts - profit and loss account, balance sheet, the ledgers, double-entry accounting, VAT, budgets, bank reconciliations, credit control. Part 2 Operating conventions: standard Windows buttons; the initial screen - using the scroll bars, seleting records, moving around the dialog boxes, function keys; some words of warning. Part 3 The welcome screen. Part 4 The pull down menus: file menu - open demo data, backup and restore, maintenance, send mail, run easy startup wizard, exit; edit menu; view menu; modules menu; settings menu - company preferences, customer defaults, supplier defaults, product defaults, invoice defaults, financial year, change program date, tax codes, currency, departments, product categories, control accounts, finance rates, change password; tools menu - global changes, convert data, upgrade program, period end, options; window menu; help menu - how to find help, shortcut keys. Part 5 The toolbar buttons: customers - new; record, activity, aged, invoice, credit note, charges, labels, letters, statement, report; suppliers; nominal - record, activity, journals, COA, reports; bank - reconciling the bank, credit card receipts, payment/receipt, customer/supplier, transfer, recurring, statement, reports; products - new/record, reports; invoicing - product/service, credit note/srvcredit, print, update; financials - audit, trial (balance), P & L/balance (sheet), budgets/prior yr, VAT return; reports; tasks; Internet; wizards; help. Part 6 The tutorial: preliminary tasks - rebuilding (clearing the data); the easy startup wizard; sales ledger - entering data into the sales ledger, recording customer details, recording money received from credit customers, backing up your data, summary, new data (customers); purchase ledger - entering data into the purchase ledger (suppliers), recording supplier details, recording money paid to suppliers, printing data and reports, summary, new data (suppliers); new month (February) - customers data, suppliers data; products (stock) - entering details of the products, product reports, summary; the financials - the trading, profit and loss account, balance sheet, summary; new month (March)- more on customers and suppliers, dealing with credit notes; other receipts and payments - entering (cheque) payments, entering petty cash payments, recording bank receipts, transferring money, summary; end of period activities; the VAT return - looking at the data, financial reports, invoicing. Part 7 Setting up Sage for the first time: setting up Sage - customizing the nominal codes, altering the chart of accounts (COA), existing customer accounts, existing supplier accounts, clearing the suspense account; the opening trial balance. Part 8 Computerizing your accounts.
