System Manager Training includes security, customizing your SAGE desktop, import/export, bank reconciliation module and Tax Services module. General Ledger training will include setup options for chart of accounts, departments, divisions and subsidiaries. We will teach you how to create and update different budgets for different purposes. Journal entry processing will be included. We will cover beginning level financial statement design using Microsoft Excel
This class is designed for individuals that already have some familiarity with the financial report designer using Microsoft Excel®. We will create gross profit reports by segment and show how to build a graph into the report. We will show how to filter accounts and segments in columns A through D and how to define criteria in the FR Paste function (formula wizard) for limiting the printed output. We will show how to design presentation quality statements for external reporting, and more detailed management reports for internal reporting.
This is a beginning to intermediate level class designed for individuals with some familiarity with the SAGE program modules. We will focus exclusively on creating reports based on the SAGE for Windows database tables, particularly from Accounts Receivable, Order Entry and Inventory. We will also show how to modify check forms in Accounts Payable and invoice forms in Order Entry.
We will cover setup options, transaction processing, payment processing, customer/vendor statistics and management reports. We will review the date sensitivity issues at month-end to avoid difficult reconciliations between the GL and aging. Integration with other SAGE programs will be reviewed.
The class will enter inventory setup options, including costing methods, locations, categories, bills of material, EOQ, and commission tracking. We will enter sample inventory items and non-stock items, such as services. We will print samples of inventory and sales management reports. We will create quotes, orders, invoices and credit memos in the order entry module. We will also review integration options with the Purchase Order module.
We will first review integration options with the Inventory, Order Entry and Accounts Payable modules. This integration is key to achieving productivity gains by entering data once and updating all modules. The class will then enter purchase order setup options. We will enter transactions through the entire process, including requisitions, purchase orders, receipts, AP invoices, returns and credit/debit notes. We will conclude by printing samples of purchasing reports.
The class will cover year end procedures for all SAGE Advantage Series core modules, including General Ledger, Accounts Receivable, Accounts Payable, Payroll, Inventory Control, Order Entry and Purchase Order. Closing procedures are different from SAGE Plus for DOS, particularly for the General Ledger. Plan ahead so you do not have to spend all of your holidays at the office!
Don’t just be trained. Be well trained!
Our training centers are well equipped. Customized courses are also available on request. Training may be conducted “off-site” at our customer’s premises or selected center.