Installation instructions
	Different Sage versions
	Backing up data
	Restoring data
	Setting the financial year
	Passwords

Recurring Entries

• Adding new recurring entries
• Adding a receipt
• Adding journal credits and debits
• Editing and entry
• Processing recurring entries
• Deleting recurring entries

Payments & Accruals

• Setting up and entering prepayments
• Setting up accruals
• Processing prepayments and accruals
• Checking the nominal ledger balances
• Deleting prepayments and accruals

Fixed Assets & Depreciation

• What are fixed assets?
• Straight line depreciation
• Reducing balance depreciation
• Write off
• Entering a new fixed asset
• Asset valuation
• Asset reports

The Audit Trail

• Viewing the audit trail
• Printing the audit trail
• Clearing the audit trail

Entering Purchase Orders

• The purchase order window
• Purchase order – product items
• Entering a non-product order
• Processing & printing purchase orders
• Recording complete deliveries
• Checking stock levels
• Amending deliveries
• Completing a partly delivered order
• Purchase order reports
• Deleting orders
• Cancelling Orders

Product Records & Purchase Orders

• Product cost price and re-order quantities
• Enter a purchase order
• Delivery addresses
• Entering a purchase order

Bill of Materials & Product Transfers

• What are BOM’s
• Adding new products
• Creating the BOM
• Product transfers
• Not enough components in stock
• Transfers with sub-assemblies
• Cancelling stock orders
• Product reports

Entering Sales Orders

• Sales orders window
• Sales order – product items
• Multiple line sales orders

• Using a sales order skeleton

• Processing & printing sales orders
• Allocating stock
• Changing a sales order
• Manual processing a sales order
• Deleting orders

More about Invoices

• Checking invoices
• Payment details
• Updating ledgers

Credit Control & Bad Debts

• Credit control basics
• Sending statements
• Accounts letters
• Writing off bad debts