Sage 50 Live Training 13 Part Webinar Package
You will receive an e-mail from the IPBC that will include information on completing Step 2 of your 13 part webinar package. The GoToWebinar Part 2 registration must be submitted in order to receive your webinar link.
Payroll & Payroll Year End using Sage 50 - 3 Part Series
This 3 Part Series will be presented daily from 9:00 - 11:00 AM (PST) on December 19, 20, 21, 2016.
Part 1 Payroll Set up - By attending this session you will gain a solid understanding of how to set up payroll in Sage 50 Canadian Edition. We will cover how to add different incomes and deductions along with taxable benefits and employee and employer shared expenses. We will review the chart of accounts changes required and explore both job categories and expense groups. We will not be processing paycheques in this session.
Part 2 Paying Employees - In this session we will learn how to add and modify employee records, run paycheques individually and using the cheque run feature. I will demonstrate making payroll adjustments, paying vacation pay and how the program handles advances and loans. I will review best practice for processing your payroll remittance in Sage 50. We will also process a ROE both manually and electronically and explore the various payroll reports available.
Part 3 Payroll Year End - This session covers how to complete a payroll year end in Sage 50. We will learn how to avoid receiving a Pier Report from CRA by learning the correct calculations and adjustments to do before year end. How to prepare for doing payroll in the new payroll year by updating all employee records, WCB and personal tax information. We will go over printing and electronically filing T4's and RL1's Slips and the Summaries.
Start Right Training Series using Sage 50 - 5 Part Series
This 5 Part Series will be presented daily from 9:00 - 10:30 AM on January 9, 10, 11, 12, 13, 2017
Part 1 - Creating the Company Books/Company & User Preferences - This session introduces the user to Sage 50 2017 Canadian Edition. You will learn how to create a new company data file, where to configure the company global settings and user preferences. You will learn how to navigate the home window efficiently, how to find help in the software and access the various modules and the report centre. We will learn how to set up print options, email options and the significance of the session date. We will add various Sales Taxes required by federal and provincial bodies. This session will also cover automatic backups and how to restore a previously backed up data file.
Part 2 - Customizing the Chart of Accounts and Reports - After you have created a company data file in Sage 50 the next step is to customize your chart of accounts. We will look at how to add, edit and remove accounts. I will demonstrate common errors that are made and how to fix them. We will learn how to import records and enter historical balances. This session will have you understanding the required structure of your chart of accounts, how linked accounts work enabling you to continue to customize as the business grows.
Part 3 - Accounts Receivable/Sales Module - Sage 50 helps business to invoice their customers quickly and accurately. This training session will demonstrate how to create, print or email invoices for your customers. We will make adjustments and reversals when mistakes are made. We will view customer management tools, recording deposits received, reports and recurring transactions. We will review the different options for accepting credit cards and how to configure them in Sage 50 along with other payment methods.
Part 4 - Accounts Payable/Expense Module - In order to have sales and revenue a business must incur expenses. In this training session we will look at the other side of the ledger and tackle adding and maintaining suppliers and recording expenses. You will learn how to configure the payable settings, add suppliers and setting and using various payment methods. We will cover accessing and printing payable reports, account details and management reports.
Part 5 - Banking & Sales Tax Filing - In this training session will prepare sales tax reports and payments, including electronic filing of GST/HST remittances. One of the most important steps at month end for business is to reconcile the books with the bank and or credit card statement. You will learn how to set up and use banking activities, including deposit slips, fund transfers and account reconciliations.
No previous knowledge of Sage 50 is required.
Beyond the Basics using Sage 50 - 5 Part Series
This 5 Part Series will be presented daily from 9:00 - 10:30 AM (PST) on January 30 to February 3, 2017.
Part 1 - Inventory & Service Items - This session is designed to introduce you to the set up, purchasing and selling of your companies services and inventory product items. An in-depth look at managing inventory quantities and values along with viewing the various inventory reports available in Sage 50.
Part 2 - Budgets, Projects & Departments - Sage 50 Canadian Edition provides the ability through the Department and Project features to track revenue and expenses for your company. Attend this session to gain insight to when to use departments and when to use projects. We will also learn how to enter budgets for both job costing tracking and general ledger comparative reports.
Part 3 - Form Designer and Advanced Reporting - The ability to design professional looking business forms is included with the program and is embedded in the product. We will learn how to access the form designer, format a payment cheque and customize an invoice. Additionally, you will learn about advanced reports that will help you better analyze the numbers.
Part 4 - Time Slips & User Security - In this training session you will learn how to set up the time and billing feature, how to enter time-slips and pull the time into paycheques and sales invoices. We will access the various reports that our available in Sage 50 with regards to billings, projects and payroll. Sage 50 Premium is a multi-user system, you will learn how to setup multiple users and set their securities and permissions.
Part 5 - Database Management & Year End - Every database requires maintenance to ensure it is healthy and functioning properly and Sage 50 is no different. In this training session you will learn how to prepare a company's year end by closing off the books and rolling over the account balances. We will look at the accountance copy and or recording the accountant's year end adjusting entries.
Who should attend?
• Bookkeepers wanting to improve their Sage 50 skills.
• Bookkeepers wanting to provide detailed reports to their customers
• Bookkeepers wanting to gain the knowledge needed to be certified by Sage