Sage 50 Accounts & Payroll 2017 Complete Diploma

Boost your CV with enviable, advanced skills in the industry-standard Sage 50 Accounts and Payroll software with this comprehensive online course. Beginning with the basics of setting up your business before moving onto advanced functions, you will learn how to manage finances, link bank accounts, produce payslips and develop broader transferable skills in business administration and IT.

Description

Obtain comprehensive, professional knowledge of payroll procedures using Sage 50 with this innovative online course. Through course lectures you will learn everything from the basics of setting up financial dates, company details and program dates to advanced skills in adding foreign suppliers, designing reports, and correcting mistakes and processing required changes. This expert knowledge will make you invaluable in finance and accounting roles, across all industries.

Benefits of studying course with Victoria Education include

• Easy-to-understand course materials designed by industry experts, accessible through your smartphone, laptop, desktop or tablet device
• No hidden fees or costs - study a professional course and earn a professional e-certificate upon successful completion
• Get instant feedback from automated assessments and mock exams to gauge your progress
• No formal deadlines or teaching schedule, meaning you can learn at your own pace
• 24/7 help and support from your online tutors, through email and via our live online chat
• Qualify for an NUS Extra card and gain access to over 200 fantastic deals from high street brands and one free year of ISIC unlocking over 42,000 international discounts

Who is this course for?

Our course course is aimed at anyone wishing to start working in such roles, or existing professionals wishing to boost their skills and employability.

Our courses are open to learners of all levels with no formal experience or qualifications required to enrol. However, learners should be aged 16 or over and have a good understanding of English language, numeracy and IT.

CPD

How is this qualification delivered?

Our courses are taught entirely online, meaning you can access the materials wherever, whenever, at a pace that suits you, without formal deadlines or teaching schedules.

The courses are delivered through

• Text lessons
• Mock exams
• Online assessment

These can be accessed through any device with an internet connection. Our e-learning platform is optimised for use on mobile, tablet, laptops and desktop computers.

Course Curriculum:

Sage 50 Accounts for Beginner

• Module 1: Program Basics- Set up your program, discover more about the user interface such as toolbar and keyboard options
• Module 2: Restoring and Backing-up Data - Learn about data storage, creating back-ups and restoring them
• Module 3: Basic Setting and Details - Manage financial dates, company details and program dates
• Module 4: The Chart of Accounts - Create, modify and review chart of accounts
• Module 5: Bank Receipts - Enter bank receipts
• Module 6: Bank Payments - Oversee VAT, overheads, assets and bank payments
• Module 7: Financials - Observe the financial state of your company
• Module 8: Customers - Add new customers, use the new customer wizard, and manage their details
• Module 9: Suppliers - Add and edit supplier records
• Module 10: Working with Lists - Utilize lists to sort out records
• Module 11: Batch Invoices - Create customer invoices, check bank accounts and nominals
• Module 12: Service Invoices - Create service, manage line and invoice
• Module 13: Processing Invoices - Process invoices and update ledgers
• Module 14: Product and Services - Duplicate, add items, services and products
• Module 15: Stock Control - Control your stocks through adjustments, activity and returns
• Module 16: Product Invoices - Invoice management for products utilizing multiple platforms
• Module 17: Product Credit Notes - Create credit notes
• Module 18: Reviewing Your Accounts - Review the financial state of your company
• Module 19: Aged Debtors and Statements - Analyse account balances, aged debtors, statements and customer communication history
• Module 20: Customer Receipts - Allocate receipts automatically, manually or partially using discounts and payments on account
• Module 21: Customer Activity - Observe customer activity
• Module 22: Supplier Batch Invoices - Add new suppliers, their account balances and batch invoices
• Module 23: Supplier Payments - Record and observe supplier payments, activity, print remittance and cheques
• Module 24: More about the Nominal Ledger - Journal entries, nominal code activity, ledger graphs and records
• Module 25: More about bank accounts - Learn about bank transfers, combined payments and petty cash transactions
• Module 26: Using the Cash Register - Recording and depositing with the cash register
• Module 27: Bank Reconciliation - Reconcile bank account and carry out group transactions
• Module 28: Recurring Entries - Recurring entry processes including bank set up, adding journals, and deleting recurring entries
• Module 29: VAT Returns - Produce, make, print, reconcile and complete VAT related transactions
• Module 30: More About Reports - Follow the audit trail, period trial balance, profit and loss, and the balance sheet report
• Module 31: Using Dashboards - Use the dashboards effectively

Sage 50 Accounts Intermediate Level

• Module 1: Prepayments and Accruals - Setting up, processing and deleting prepayments & accruals.
• Module 2: Fixed Assets & Depreciation - Understand the difference between assets and depreciation and their relationship in multiple forms.
• Module 3: Delivery Address - Manage Company and customer's delivery addresses
• Module 4: Purchase Orders - Learn how to enter, edit, duplicate, print and process purchase orders
• Module 5: Memorising Purchase Orders - Memorise and recall purchase orders
• Module 6: Recording Deliveries - Manage delivery system for your clients on an elaborate scale
• Module 7: More About Purchase Orders - Utilizing purchase orders in reference to supplier invoice and reports
• Module 8: BOMs & Product Transfer - Create and Check BOMs and manage product transfers
• Module 9: Product Pricing Options - Provide special prices, create, delete and move customers in price lists
• Module 10: Sales Orders - Enter and manage sales orders, discounts and goods
• Module 11: Recurring Sales Orders - Create, process and edit recurring sales orders
• Module 12: Processing Sales Orders - Print, change, report sales orders and allocate stock, use Shortfall feature and much more
• Module 13: Using Filters and Search - Use, set, save and clear filter options
• Module 14: Credit Control - Learn about credit control basics
• Module 15: Chasing Debts and Debt Analysis - Understand the chase debt view, send statements, account letters, add a communication and debt analysis
• Module 16: Disputed Invoices - Recording disputes with customers, setting up dispute reasons, apply dispute in an invoice and clearing it
• Module 17: Customer Refunds - Enter payment, process refunds and check transaction details
• Module 18: Late Payment Legislation - Set up system for late payment, setting the customer record for credit charges, using credit charges wizard, and checking transaction details
• Module 19: Writing Off Bad Debts -Write off bad debt, delete recurring sales and setting inactive flags
• Module 20: Cash Flow Forecasting - Cash flow forecast, include and exclude bank accounts, sales and purchases

Sage 50 Accounts Advanced Level

• Module 1: Company Review - Reviewing customer receipts, batch payments, and VAT reconciliation
• Module 2: Cost of Sales (Closing Stock) - Calculating cost of sales, stock value, utilizing stock wizard
• Module 3: Importing Data - importing customer records and other data
• Module 4: Batch and Global Changes - Using batch changes and global changes on sales prices and from a supplier
• Module 5: Customer Discounts - Discounts by invoice value, product quantity, copying a discount matrix, applying discounts to customer records and other discount methods
• Module 6: Quotations -Learn about quotations and converting them, create a quotation and service quotes, and print quotations
• Module 7: Winning and Losing Quotations - Winning and losing quotes, opening lost quotation and winning it, ordering stock and processing converted invoices
• Module 8: Pro Froma Invoices - Creating a froma invoice, processing a payment on account, converting a pro froma to a real invoice and allocating payment on account
• Module 9: Contra Entries - Adding supplier invoice and entering contra entries
• Module 10: The Audit Trail - Viewing and clearing audit trail, exporting to excel, printing audit trail report, and locking the date to prevent postings
• Module 11: Corrections - Adding some incorrect transaction, Journal reversals, correcting posted transactions, checking petty cash activity and file maintenance
• Module 12: Passwords and Access Rights - Setting company password, access rights and checking the access rights menu option
• Module 13: Setting a Budget - Choosing the standard budgeting method, entering budget details, variances, nominal ledger, and basing budgets
• Module 14: Setting up Departments - Setting up departments, departmental balance sheet, nominal analysis reports and much more
• Module 15: Departmental Budgets - Choosing an advanced budgeting method, setting departmental budget, adding departmental budget figures, variance reports
• Module 16: Project Costing - Activating project costing, project cost configuration, setting up resources
• Module 17: Project Costing Example - Creating & editing projects, project budget, allocating stock, project charges and activity
• Module 18: Project Completion - Raising sales invoice, project analysis, credits, enquiry, reports and marking and deleting projects
• Module 19: Report Designer Basic Skills -Using report designer, opening report layout, switching between preview and designer view, working with objects, adding text and variable objects, editing text object, simple formatting, closing report designer, and more
• Module 20: Report Designer Wizard - Utilizing report wizard to create, save, use new reports, editing report layout and adding criteria
• Module 21: Report Designer Extra - Adding graphics, active complete, deleting layouts, reports, and letters
• Module 22: Foreign Trader and Currencies - Foreign trader and currencies, setting up foreign trader options, currency table, and foreign currency bank account
• Module 23: Invoices and Payments in Euros - Checking European customer record, creating invoice in euros, receiving payments
• Module 24: Foreign Currency Suppliers and Payments - adding foreign suppliers, purchase good in euros and kronor, paying in euros from euro bank account, paying foreign supplier from a GBP bank account

Sage 50 Payroll for Beginners

• Module 1: Payroll Basics - Setting up payroll, tax codes, month end, reports, keeping records, licence limitations and links to an accounts program
• Module 2: Company Settings - Details, bank & coinage, absence, analysis, tax funding, statutory funding, HMRC payments, documents
• Module 3: Legislation Settings - Legislation setting dialog box, PAYE, NI bands & rates, SSP, SMP/SAP/SPP/ShPP, car details, student, AEO rates, minimum wage, childcare, automatic enrolment
• Module 4: Pension Scheme Basics - Pensions schemes dialog box, setting up pension scheme, pensions regulator website and the sage 50 payroll pensions module
• Module 5: Pay Elements - Pay elements settings dialog box, managing payment and deduction types, loans, net payments, salary sacrifice
• Module 6: The Processing Date - Changing the processing date
• Module 7: Adding Existing Employees - Using quick employee, adding multiple employees, changing their status, updating year-to-date values
• Module 8: Adding New Employees -Adding new employees in a variety of ways
• Module 9: Payroll Processing Basics - Payroll process view, change processing dates
• Module 10: Entering Payments - Entering payment window, checking and editing payments
• Module 11: Pre-Update Reports - Employer costs report, payslips, BACS payments reports, figures for accounts
• Module 12: Updating Records - Updating records, period end P32 report
• Module 13: e-Submissions Basics - e-submissions settings, EAS, FPS, EPS
• Module 14: Process Payroll (November) - Entering payments, pre-update reports, updating records, P32 reports, full payment submission
• Module 15: Employee Records and Reports - Using employee record window, tabs and to find employee and their reports
• Module 16: Editing Employee Records - Editing different records for employees, creating new factored pay elements, applying pay elements to employees
• Module 17: Process Payroll (December) - Processing the payroll, entering payments, pre-update reports, updating records, P32 report and Full payment submission
• Module 18: Resetting Payments - Introduction to reset payments wizard
• Module 19: Quick SSP - Processing the payroll with SSP, entering payments, pre-update reports, updating records, P32 report and full payment submission
• Module 20: An Employee Leaves - Entering payments, updating records, lever wizard, P32 report, full payment submission, rejoining employees
• Module 21: Final Payroll Run - Entering payments, pre-update reports, updating records, P32 report, full payment submissions
• Module 22: Reports and Historical Data - Reports window, employee, company, legislation and historical reports, historical data settings, printing historical payslips and history report by employee
• Module 23: Year-End Procedures - Year end tasks, payroll year end wizard, post year-end tasks

Sage 50 Payroll Intermediate Level

• Module 1: The Outline View and Criteria - View by department and payment method, payment period and payment method, and resetting criteria
• Module 2: Global Changes - See the affects of global changes to pay period and pay method, tax codes, and pay rates
• Module 3: Timesheets - Using and resetting timesheets, processing payroll and changing process dates
• Module 4: Departments and Analysis - Focus on managing new and old departments and their employees, analysis in different platforms
• Module 5: Holiday Schemes - Reviewing holiday schemes, adding new ones, arranging national holidays and managing employee holiday schemes
• Module 6: Recording Holidays - Recoding holidays, removing absence days, checking holiday records, holiday scheme reports
• Module 7: Absence Reasons - Customize absence reasons, recording absence, different examples, reducing pay for unauthorised absence and absence reports
• Module 8: Statutory Sick Pay - Working with patterns and absence year, SSP qualifications, rates, reports, and utilizing quick SSP dialog box
• Module 9: Statutory Maternity Pay - SMP rates, payment, managing maternity details, processing payroll, other parental leave, changing the processing date and more
• Module 10: Student Loans - Setting up and processing student loan repayments for employees
• Module 11: Company Cars - Adding new cars, keeping track of business trips, processing payroll, car reports and taxation
• Module 12: Workplace Pensions - Payroll pension module, automatic enrolment, reviewing pension scheme details, reports and more
• Module 13: Holiday Funds - Managing holiday fund payments, processing payroll, paying out from the holiday fund, holiday fund reports and more
• Module 14: Roll Back - Mistakes and payroll processing, roll back the payroll for selected employees, correcting mistakes and processing required change
• Module 15: Passwords and Access Rights -Setting up passwords, new users, testing admin profile, changing personal password, deleting user accounts
• Module 16: Options and Links - Contacts, program options, WebLinks
• Module 17: Linking Payroll to Accounts - Nominal link setting dialog box, linking data

Assessment

The assessment at the end of each course is a multiple-choice exam taken through our online platform. The system is fully automated so you will receive your results instantly upon completion.

Certification

Upon successful completion you will qualify for the UK and internationally-recognised professional qualification. You can order a print copy sent by post for £12.

Victoria Education is a leading provider of online training, practical courses and professional accreditation.

Our mission is to make learning accessible, affordable, and available to all, regardless of experience or qualifications.