Crystal Training

Please click here to view the class outline.

Upcoming classes:

Who Should Attend:

This course is recommended for users who are already familiar with Sage 50 and are looking to expand their knowledge and learn new and faster ways of utilizing the software as well as the more advanced features of the program.

Sage 50 (formerly Peachtree Accounting) Level 2 Outline:

Advanced Topics

• Creating and using price levels lists
• Setting up and using multi-currency
• Choosing which currency your company is using
• Setting the exchange rate in the transaction
• Setting both customers and vendors with different currency
• Utilizing the departmental accounting feature
• Setting up the different departments
• Assigning the department to the chart of accounts
• Utilizing the projects (jobs) feature
• Setting up and creating new projects
• Allocating amount to the projects
• Setting up Sage 50 for multiple users
• Adding in users and setting permissions for the user
• Switching the company file between multiple user and single user mode
• Using the accountant’s copy feature, creating and importing accountant’s changes
• Difference between save as and save a copy, database utilities
• Understanding and using petty cash
• Time and billing, employees and sub-contractors
• Setting up time billing items and vendor and employee billing rates
• Filling out the time slips and converting them into invoices
• Year-end closing procedures, start a new year, data automatic and manual clearing
• Budgeting for your year
• Using the daily business manager to preform batch processing

Sales taxes

• Setting up sales taxes for your company
• Creating the sales tax items and groups
• Creating the sales tax code
• Setting up the sales tax authority
• Reporting on sales tax owe/owed
• Preparing the sales tax remittance and making adjustments

Inventory

• Setting up and using the inventory assembly and group items
• Setting the units of measure for stocking, buying and selling units
• Looking at how this feature is used
• Looking at the relation between the units
• Creating a purchase order and receiving the inventory items
• Creating a new purchase order
• Converting a purchase order directly to a bill
• Using location to track inventory
• Setting up new locations
• Placing purchases inventory in locations
• Transferring inventory between locations
• Building inventory sub-assemblies, finished goods assemblies and applying burden and additional services
• Build the assembly items
• Creating a pending build
• Adjusting inventory on hand

Payroll

• Overview of the Module
• Customize payroll settings; select default/given and add user defined income, deduction, entitlements, remittances codes and payroll authorities
• Modify linked accounts and user defined expenses if needed
• Collecting all necessary information for payroll
• Creating new employees
• Entering in employee information
• Creating pay checks
• Using both scheduled and unscheduled runs
• Printing from Sage 50 and handwritten checks
• Reviewing and paying out the payroll liabilities
• Reviewing the payroll liabilities for a given period
• Using both the pay liabilities and pay annual liabilities function
• Processing government payroll forms
• W-2 & W-3 forms

Reporting and Customizing Forms

• Overview of the Report Center
• Looking at the different types of reports
• Customizing reports, sort, filter, column selection, and templates
• My reports, grouping, and batch printing
• Microsoft Office documents and Sage data
• Detail and summary reports
• Working with list reports
• Exporting reports and graphics
• Departmental and management reports
• Detail and recurring transaction reports
• Graphs, charts and customizing
• Using the Form Designer with invoices, estimates, purchase orders, statements, etc.
• Exporting reports to MS Excel, CSV, html, text and PDF files, and using add-ins