Sageline 50 Basic to Advance Project Based Training

Learn to install and navigate Sageline 50, a software dedicated to hvac management and bookkeeping, covering vat management and uk corporation tax filing.

Install Sageline 50 on your PC by downloading the setup zip, extracting with vinograd, and running standard install. Check 64-bit compatibility and complete license activation for single and multiuser use.

Explore Sageline 50 training options: create your own company, open a practice data package, or use demonstration data with customers, suppliers, and inventory, and set the date format to day/month/year.

Learn to create a new company in Sageline 50 by setting up details, choosing business type and fiscal year, and optionally restore from backup or open an existing company.

Learn chart of accounts coding in sageline 50 for a trading business, from opening balances to nominal ledgers, using a digit rule for assets, liabilities, revenue, and expenses.

Edit and set up a chart of accounts in Sageline 50 by renaming accounts, such as debtors' control and cash, and adjusting fixed assets, depreciation, and opening balances.

Create new ledgers and a chart of accounts in Sage 50 by adding nominal codes, updating the balance sheet and profit and loss, and resolving range warnings during setup.

Learn how the ledger creation wizard assigns new ledgers to correct chart of accounts categories, using category-based nominal codes and automatic suggestions to ensure accurate balance sheet classification.

Enter opening balances for ledgers, starting with stock and inventory balances; manually adjust asset and depreciation accounts, cash and bank balances, liabilities, and capital to reflect the opening position.

Learn how to extract the trial balance in Sage 50 from the financial report section, review monthly balances, and spot a suspense account discrepancy.

Rectify ledger balances by adjusting the suspense account when accruals are incorrect; calculate the difference and post a 54 adjustment to reach 200,000, then verify with the trial balance.

Create customers and vendors with balances by using customer and supplier records, applying default settings, and enforcing terms agreed for accurate credit control.

Discover how to record cash purchases of fixed assets in Sageline 50, using cash in hand for bank payments on furniture and fixtures with clear narration.

Learn to handle prepayments in Sage 50 by recording six months of advance rent as an asset, and enter cash and bank payment entries for future expenses.

Handle security deposits and indirect cash expenses by creating ledgers, recording bank payments, and coding rent and renovations under the chart of accounts for accurate cash-basis accounting.

Learn to settle pending customer invoices by recording a cash in advance receipt in the banking area, selecting the customer, and saving a reference number, with payment auto-picking when applicable.

Enter a purchase invoice in Sage 50 by creating an order, recording deliveries, and posting the invoice, while handling direct purchases and budget cycle steps.

Open the suppliers tab, create a vendor, and enter items with quantities and rates to record the purchase invoice. Complete the order to auto-place deliveries, then update dates and post.

Master cash sales in Sageline 50 by creating an invoice for a cash customer, using an imaginary customer, and completing it as commercial to auto update stock and record payment.

Learn to record a customer cash advance in Sageline 50, applying the advance to future sales order and posting it as a payment on account rather than to an invoice.

Book a pending sales order in Sageline 50 by creating a new order under a customer, saving, allocating stock, and awaiting dispatch before invoice conversion.

Learn to enter a direct sales invoice in Sage 50 by creating a new product invoice, auto assigning an invoice number, saving, and posting the draft to finalize.

demonstrates handling bad debts in sageline 50 by writing off a customer transaction and settling the opening balance for Aboubacar.

Learn to process batches of service invoices in Sageline, applying backing charges to fragile inventory, using batch invoices, and classifying costs as cost of goods sold.

Learn how to process partial settlements of supplier payments in Standard Chartered Bank by entering partial amounts, cheque number, and date, then save and close.

Convert a sales order to a sales invoice in sage by dispatching the order, generating the delivery note, and updating ledgers after previewing the full entry.

Demonstrate processing a purchase return in Sage with a two-step adjustment: first value, then quantity, including selecting the supplier and date, and saving after calculating 10 items at 12,000 each.

Learn to process a sales return in Sageline 50 by first adjusting the value (unit price times quantity) and then increasing the inventory quantity for the civic heritage item.

Settle a customer's balance in full by recording a cash receipt against pending invoices in Sage, then verify zero balance in the customer list.

Convert a purchase order to a purchase invoice in Sage by selecting the on-order item, receiving deliveries, updating the status to delivered, and posting the invoice after updating the date.

Adjust the quantity of damaged inventory in Sage 50, then post a simple journal entry to record the loss using the adjustments account 709 renamed to loss of inventory.

Adjust the January rent by recognizing 5,000 as expense from the prepayment in Sageline 50, unwinding a six-month advance without cash and updating the journal.