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Sage Canada

Join us for this one-day hands-on course and gain a solid understanding of what you need to get started with Sage 50 Canadian Edition. The course will focus on Sage 50 company setup, chart of accounts, and related financial statements as well as the setup of customers and processing of their corresponding sales transactions if you are using an older version of Sage 50, now download Sage 50 2022 Canada edition.

Sage 50 Canadian Edition– Setup, Sales, Receivables, and Financials

Topics Covered

  • Navigating in Sage Simply Accounting
  • User preferences and company settings
  • Editing the chart of accounts
  • Receivable settings
  • Adding customers and service items
  • Sales Invoices and sale credits
  • Customers’ deposits
  • Printing and emailing customer invoices
  • Customer payments by cash, cheques, and credit cards
  • Customer statements
  • Transaction look up and adjustments
  • Customer and Account Receivable reporting
  • Financial Statement reporting
  • Company Data Backup.

Sage 50 Canadian Edition– Accounts Payable & Banking

Join us for this one-day hands-on course and gain a solid understanding of what you need to manage your money with Sage 50 Canadian Edition 2021. The course will focus on entering and paying your bills, credit card setup and use, and related banking transactions and reconciliation. We will tie these transactions back to the impact on financial statements.

Topics Covered:

  • Payables Module Navigation
  • Payable settings
  • Adding Vendors
  • Entering bills and expenses
  • Transaction look up and adjustments
  • Purchase credits
  • Vendors Pre-payments
  • Printing and Payments by cheque, cash, and online
  • Company credit cards set up and use
  • Vendors and Account Payable reporting
  • Banking Reports
  • Transfer Funds
  • Using Deposit Slips
  • Bank Account Reconciliation
  • Financial Statement reporting
  • Daily Business Manager
  • Company Data Backup

Sage 50 Canadian Edition– Operating your Business

Join us for this one-day hands-on course and gain a solid understanding of what you need to utilize the operational functionality of Sage 50 Canadian Edition 2020. The course will focus on Inventory, Project Management, Time and Billing, Budgeting, Departmental Accounting, and related Financial Statements as well as Forms Customization. We will also review the operational flow of all these different parts and explain how it all rolls up to your Financial Statements.

Topics Covered

  • User and Security Settings
  • Inventory Setup, Purchases, and Sales
  • Purchase & Sales Orders/Quotes Conversions
  • Inventory Adjustments and Transfers
  • Inventory Reports
  • Projects Setup
  • Project Transaction Allocations – Purchases and Sales
  • Project Reports
  • About Time and Billing
  • Billing and Time Item Activity Activation and Setup
  • Entries Time Slip
  • Sales Invoices and Payroll
  • Reports
  • Accessing Simply Forms Designer & Templates
  • Customizing Sales Invoices
  • Branding Invoice with a Logo and Column Design
  • Enabling and Entering Budget Amounts
  • Reporting with Budgets
  • Departmental Accounting – Establishing Departments
  • Departments Activation and Setup
  • Departmental Transactions and Reporting
  • Multicurrency – Instructor Demo
  • General Troubleshooting

Sage 50 Canadian Edition– Payroll and Year-End

Join us for this one-day hands-on course and gain a solid understanding of how to manage your payroll process with Sage 50 Canadian Edition. The course will focus on payroll setup, employee setup and maintenance, payroll cheque runs, direct deposits, and payroll and fiscal year-end functions. We will tie these transactions back to the impact on Financial Statements.

Topics Covered:

  • Payroll Setup
  • Payroll Incomes and Deductions
  • Employee Records
  • Paying Employees
  • Check Runs
  • Adjustments
  • Payroll Advances
  • Benefits Payroll
  • Vacation Pay
  • Employee Direct Deposits
  • Remittances
  • T4’s
  • T4 Electronic Filling
  • Year-End – Payroll and Fiscal Year

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