Sage50_GettingStartedGuide.pdf

(4220 KB) Pobierz
Getting Started with
Sage 50 Accounts 2012
997364924.001.png
Making the most of your software
Hello,
Thank you for purchasing Sage 50 Accounts 2012. This guide will help you to get started
and make the most of your software.
We’ve included all of the information you need about how to install the software for the irst
time, and how to set up your company details.
If you have upgraded from an older version of Sage 50 Accounts we also cover how you
prepare to upgrade your current version and then install your new version of the software.
We’ll also tell you about all the new features, and how these will beneit your business.
There is also a section with a number of time saving hints and tips to help you make the
most of Sage 50 Accounts, whether you are new to Sage or have been with us for years.
We hope that you’ll ind this guide useful and enjoy using Sage 50 Accounts 2012 to help
you run your business.
Kind regards
Kevin Thompson
Head of Customer Services
Sage (UK) Ltd
North Park
Newcastle upon Tyne
NE13 9A A
Maurice Whelan
Head of Customer Experience
Sage Ireland
3096 Lake Drive
Citywest Business Park
Dublin 24
997364924.002.png
Contents
PART 1 – PREPARING TO USE SAGE 50 ACCOUNTS
4
Chapter 1: Before you start
4
1.1 Create a My Sage login
4
1.2 Check your system requirements
4
1.3 Log on as an administrator
6
1.4 Check your regional options
7
“Before you start” check list
7
PART 2 – INSTALLING SAGE 50 ACCOUNTS
8
Chapter 2: New to Sage 50 Accounts
8
2.1 Installing Sage 50 Accounts 2012 on a stand-alone PC
12
2.2 Registration
12
2.3 Installing Sage 50 Accounts 2012 on a network
13
2.3.1 What’s the difference between a server and a client PC?
13
2.3.2 Installing Sage 50 Accounts 2012 on a server PC
13
2.3.3 Network setup folder
13
2.3.4 Installing Sage 50 Accounts 2012 on a client PC
15
“Installing Sage 50 Accounts on a network” check list
16
Chapter 3: Already using Sage 50 Accounts
17
3.1 Prepare your old version to be upgraded
16
“Prepare your old version” check list
17
3.2 Installing your Sage 50 Accounts upgrade on a stand-alone PC
22
3.3 Installing your Sage 50 Accounts upgrade on a network
23
3.4 Converting your data
23
PART 3 – USING SAGE 50 ACCOUNTS
24
Chapter 4: Creating your company and getting started
24
4.1 Enter your company details
24
4.2 Automatic updates
26
4.3 Finding your way around the software modules, menus and toolbars
26
1
4.4 Setting the processing date
30
4.5 Basic principles of double-entry and entering batch transactions
30
4.6 Software coniguration, settings and defaults
31
4.7 Creating a Manager password and individual user accounts
32
4.8 Creating customer records
33
4.9 Creating supplier records
34
4.10 What is a Chart of Accounts?
34
4.11 Creating nominal and bank records
36
4.12 Entering opening balances
37
4.13 Creating product records
38
4.14 Creating an invoice to send to a customer
39
4.15 Customising an invoice layout
40
4.16 Making and receiving payments
41
4.17 Processing refunds
42
4.18 Bank reconciliation
42
4.19 Calculating, reconciling and submitting your VAT Return
45
4.20 Correcting mistakes
47
4.21 Management reporting and period end
48
4.22 Data strategy
49
Chapter 5: What’s new in Sage 50 Accounts 2012?
51
5.1 Lock Date
51
5.2 Quick Print
51
5.3 Chart of accounts
51
5.4 Quick Search
51
5.5 Check Data improvements
51
5.6 Irish Return of Trading Details
51
5.7 Refreshed software colour scheme
52
5.8 Support Homepage
52
5.9 Opening balances
52
5.10 Sage 50 Mobile
52
2
Chapter 6: Hints and tips to make the most of your software
53
6.1 Microsoft Excel, Word and Outlook integration
53
6.2 Using the Search facility
53
6.3 Customisation and conigurable columns
53
6.4 Turning an invoice into a credit
54
6.5 Duplicating and amending batches of records
54
6.6 Reversing journals
54
6.7 Hotkeys and software shortcuts
54
6.8 Electronic banking
55
6.9 Recurring bank entries
55
6.10 When to use the M, S1, S2 and S3 product codes
56
6.11 Batch reporting
56
6.12 Global data changes
56
6.13 Using smart links
56
6.14 Importing data
56
6.15 Where you can get additional help?
57
Chapter 7: Sage 50 Accounts – Advanced features
58
7.1 Processing in foreign currencies
58
7.2.Order Processing
58
7.3 Price lists
59
7.4 Projects
59
7.5 Fixed assets
59
PART 4 – THE SOFTWARE LICENSE AGREEMENT
60
3

Plik z chomika:

Inne pliki z tego folderu:

Inne foldery tego chomika:

Zgłoś jeśli naruszono regulamin