Sage University

Sage 50 Comprehensive Anytime Learning

Notice

This document and the Sage 50 software may be used only in accordance with the accompanying Sage 50 Accounting End User License Agreement. You may not use, copy, modify, or transfer the Sage 50 Accounting software or this documentation except as expressly provided in the license agreement.

Visit our Web site at www.SageU.com, or call 1-800-626-0941 to learn about training classes that are added throughout the year.

Information in this document is intended solely as general information with respect to common business issues and is not to be construed as professional advice. It is always best to consult a tax or accounting professional for all tax and account related questions. THE INFORMATION HEREIN IS PROVIDED “AS IS” AND ALL WARRANTIES ARE EXPRESSLY DISCLAIMED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY: OF MERCHANTABILITY; OF FITNESS FOR ANY PARTICULAR PURPOSE; OF NON-INFRINGEMENT OF ANY PROPRIETARY RIGHT OF ANY THIRD PARTY IN ANY COUNTRY; OTHERWISE ARISING OUT OF ANY PRODUCT, PROPOSAL, SPECIFICATION OR SAMPLE; AND ANY WARRANTY THAT THE DOCUMENT IS ERROR FREE. No license, express, implied, by estoppel or otherwise, to any intellectual property right is granted by this document. Sage Software may make changes to the information in this document at any time, without notice. Recipient is solely responsible for assessing the suitability of the information and assumes all risk of use.

© 2015 Sage Software, Inc. All rights reserved. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.

50US - Sage 50-U.S. Edition - Comprehensive

Comprehensive Anytime Learning This Anytime Learning course provides you full Sage 50—U.S. Edition product training - both basic and advanced - on general ledger, accounts payable, accounts receivable, inventory, payroll as well as many other valuable topics. In this course, you will learn how to:

Setup & Daily Processing

• Configure default settings that will be used in many of the records and transactions, including default settings for accounts payable, accounts receivable, inventory, and general ledger.

• Create vendor, customer, and inventory item lists that will be used in your business transactions. • Record basic and advanced transactions that make up your purchases, sales, and inventory. • Analyze how your business is doing using reports, financials, and management centers. • Properly set up asset-type inventory so that your reports and financials accurately report inventory value and

cost. • Utilize time-saving features and tailoring options that help you get the most out of the program.

Payroll

• Use the Payroll Setup Wizard and Employee Defaults to set up the payroll defaults and standard payroll fields you need for processing payroll.

• Record your employees in the system and enter beginning balances for payroll not entered into the program. • Process payroll for individual and multiple employees. • View payroll reports that help you monitor all aspects of your employee records, the payroll checks you

process, and the payroll taxes you collect from your employees. • Perform advanced payroll tasks, including tracking employee tips and managing vacation and sick time hours.

Time & Billing

• Set up Time Ticket employees and the Activity and Charge items used to track hours and expenses. • Perform basic time and billing tasks, such as entering Time and Expense Tickets, billing a customer for

recorded hours and costs, and paying employees for hours recorded on Time Tickets. • Perform advanced tasks, including billing multiple customers at the same time, and analyzing Time and

Expense reports.

Job Costing

• Set up job defaults and the Job, Phase, and Cost Code records you will use to track your jobs. • Perform basic and advanced job tracking tasks, such as applying expenses to jobs and billing customers for

the work performed.

Sage 50 Quantum Accounting

• Use advanced inventory functions exclusive to Sage 50 Quantum Accounting 2015, including advanced assembly management and volume discount pricing.

• Perform advanced job tasks, including progress billing and withholding retainage. • Take advantage of Quantum exclusive features, such as Order Process Workflow and role-based security. Designing Forms & Financial Statements • Design financial statements important to your business, including formatting text, adding and modifying

column data, and configuring general ledger accounts. • Create custom forms, such as purchase orders and paychecks, by modifying text, adding data fields, inserting

extra line item data, and personalizing forms with images and logos.

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These lessons are well-suited to acquaint new-hires, cross-train employees, and revisit skills you may need refreshed. Each lesson is a recorded, instructor-led presentation that includes demonstrations of the software and guidelines for daily tasks. Lessons are 5-15 minutes in length, and are always accessible and ready to view at any time you choose. The convenient controls enable you to play, pause, advance, or repeat any part of the lesson. You can: • View a lesson as many times as you like. • Encourage all interested departments to access the lessons—your subscription is for the entire company. • Choose lessons in the order that is most logical to you. The following courses and lessons are included in the Comprehensive Anytime Learning subscription:

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50US - Sage 50-U.S. Edition - Comprehensive Setup & Daily Processing

Welcome!

Lesson Name Time Description Welcome to Sage University! 6:45 Welcome to Sage University! This topic will introduce you to the

different training opportunities available in Sage University. You will also learn how to create a profile and navigate Sage University to find the training you want.

Installation

Lesson Name Time Description Sage 50 Installation Tips 9:30 In this lesson, you will learn how to prepare your computer system

for a successful installation of Sage 50 Accounting.

Installing Sage 50 on a Standalone Computer

10:45 In this lesson, you will learn how to install Sage 50 Accounting on a standalone computer.

Installing Sage 50 on a Server

12:30 In this lesson, you will learn how to properly install Sage 50 Accounting on the computer that will host your company information on a network. This should be completed before setting up your workstations.

Using the Network Installation Manager

8:30 After installing Sage 50 Accounting on your network server, view this lesson to learn how to quickly configure your workstations using the Network Installation Manager.

Installing Sage 50 on a Workstation

8:00 The quickest way to install Sage 50 Accounting is by using the Network Installation Manager. However, if you cannot utilize the Manager on your network, this lesson will show you how to install the program on a workstation using a downloadable installation package.

Introducing Sage 50 Accounting

Lesson Name Time Description Navigating Sage 50 12:30 Running your business in Sage 50 basically consists of entering

records, such as customers, vendors, employees, and inventory items, using those records in your business tasks or transactions, and then displaying reports that help you analyze the performance of your business. In this lesson, you will learn how to access all of these areas of the program and more!

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Establishing a New Company

Lesson Name Time Description Creating a New Company 10:30 One of the first things you'll want to do after you install Sage 50 is

set up your company. In this lesson, you will learn how to create a new company database using the Create a New Company wizard.

Using the Setup Guide 8:30 The Sage 50 Setup Guide walks you through the process of setting up company default information, data records, and beginning balances. In this lesson, you will learn how to use the guide to help you complete important phases of your company setup process.

Opening Multiple Companies 6:45 In this lesson, you will learn how to open multiple companies at the same time and then switch to the company you need without closing your current company.

Customizing Sage 50 with Global Options

9:45 This lesson will show you how you can set certain global options that are in effect for all of the companies you set up.

Backing Up Your Sage 50 Company Data

8:00 It is important that you back up your company data files on a regular basis in case information is accidentally deleted or damaged. This lesson will show you how.

Setting Up User Security 10:15 Sage 50 can allow custom access for different individuals. In this lesson, you will see how you can set up user rights for each person who will be using the program.

Setting up the Chart of Accounts

Lesson Name Time Description Entering General Ledger Defaults

11:00 In this lesson, you will learn how to use General Ledger Defaults to configure a Rounding Account for your financial statements and define Account Segments that can used to departmentalize your chart of accounts.

Maintaining the Chart of Accounts

6:45 In this lesson, you will learn how to maintain your general ledger chart of accounts. It’s a good idea to complete this task before you begin recording your company’s transaction activity in the program.

General Ledger Beginning Balances

8:30 If you are just starting to use Sage 50 with your business, you should first establish initial balances for your chart of accounts. This lesson will walk you through the easy process of entering your general ledger beginning balances.

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50US - Sage 50-U.S. Edition - Comprehensive Setting up Record Defaults

Lesson Name Time Description Setting up Vendor Defaults 6:45 This lesson will show you how to set up the default vendor

information so it is accurate for the majority of your vendors, saving you valuable record entry time.

Setting up Inventory Defaults 6:45 This lesson will show you how to set up the default inventory information used by the system and the majority of your inventory records. Inventory defaults include custom field titles, Price Levels, costing methods, and more.

Setting up Customer Defaults 8:00 In this lesson, you will learn how to establish the default customer and sales settings used by the system and the majority of your customer records. Default customer settings include payment terms, account aging methods, custom field names, and more.

Setting up Customer Statement Defaults

5:00 In this lesson, you will learn how to the define default settings that are used when printing customer statements.

Adding Records

Lesson Name Time Description Adding Vendor Records 7:45 In this lesson, you will learn how to use the Maintain Vendors

window to record information about the companies and people from whom you purchase goods and services.

Adding Items and Services 10:45 This lesson shows you how to record and track the inventory items you buy and sell using the Maintain Inventory Items window. This makes entering invoices and inventory tasks faster for you.

Creating Sales Taxes 4:45 View this lesson to learn how to create the tax agencies and codes used to calculate customer sales taxes.

Adding Customers 9:00 In this lesson, you will learn how to record and maintain basic information about your business clients in the Maintain Customers/Prospects window.

Recording General Journal Entries

Lesson Name Time Description Entering General Journal Entries

6:00 In this lesson, you will learn how to create general journal entries to record basic financial events in your general ledger.

Recurring General Journal Entries

6:00 One way to schedule transactions automatically in the future is to set up recurring transactions. In this lesson, you will learn how to set up recurring general journal entries.

Reversing a General Journal Entry

5:15 In this lesson, you will learn how you can use the reversing transaction feature for recording estimates. Later, you can reverse a transaction when you need to record the actual transaction.

Entering a Budget 10:30 In this lesson, you will learn how to create and maintain budgets in Sage 50 Accounting.

Recording General Journal Entries, continued on next page

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Recording General Journal Entries, continued

Lesson Name Time Description Viewing General Ledger Reports

15:00 In this lesson, you will learn how to view and customize Sage 50 General Ledger reports.

Viewing Financial Statements

13:00 In this lesson, you will learn how to view and customize key financial statements in Sage 50 Accounting.

Processing Purchases and Payments

Lesson Name Time Description Entering Purchase Orders 9:45 In this lesson, you will learn how to create a purchase order that

lists items or services you intend to purchase from a vendor.

Entering Bills and Purchase Invoices

9:15 This lesson will show you how to enter purchase invoices to receive items on a previously entered purchase order or to enter invoiced items you purchased from a vendor but did not enter on a purchase order.

Processing Payments 8:45 Once you have purchased goods or services from a vendor, you then need to pay the vendor invoice. In this lesson, you will learn how to record vendor invoice payments, as well as other expense payments.

Entering Vendor Credit Memos

8:00 In this lesson, you will learn how to use the Vendor Credit Memo window to enter credit memos for returns to and credits from a vendor.

Voiding Checks 5:15 In this lesson, you will learn how to void checks entered in Sage 50 Accounting.

Recording Vendor Prepayments

5:00 In this lesson, you will learn how to record a prepayment made to a vendor and apply it to an open invoice.

Processing Vendor Refunds 6:45 In this lesson, you will learn how to process a refund issued by a vendor.

Paying for Purchases with a Credit Card

6:30 In this lesson, you will learn how to set up and process purchases made with a company credit card.

Paying Multiple Vendors using Select for Payment

8:00 In this lesson, you will learn how to pay multiple for multiple bills from multiple vendors using the Select for Payment task window.

Printing Vendor 1099s 8:30 In this lesson, you will learn how to prepare for and print vendor 1099s at the end of a payroll calendar year.

Creating Purchase Orders for Multiple Vendors

6:30 In this lesson, you will learn how to generate purchase orders for multiple vendors using the Select for Purchase Orders window.

Vendor Management Center 6:00 In this lesson, you will learn about the Vendor Management Center and how it can help you manage vendor relationships.

Viewing Accounts Payable Reports

10:45 In this lesson, you will learn about a variety of Accounts Payable reports that will help you organize and track your vendors and purchases.

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50US - Sage 50-U.S. Edition - Comprehensive Managing Inventory

Lesson Name Time Description Entering Inventory Adjustments

6:15 Occasionally, you may need to record adjustments to on-hand quantities of inventory items. In this lesson, you will learn how to use the Inventory Adjustment task window to easily make these adjustments.

Managing Assembly Items 9:45 This lesson will show you how to specify items as assembly items, and build an assembly made up of component items.

Setting up Stock Items 7:00 In this lesson, you will learn how to properly set up your inventory items so their values and costs are correctly reported on your financial statements and in reports.

Purchasing and Selling Stock Items

7:45 In this lesson, you will learn how the purchasing and selling of asset-type inventory items affect your financial statements and inventory reports.

Understanding Costing Methods

4:00 View this lesson to learn about the inventory costing methods used to calculate the cost of sales when an inventory item when it is sold.

Valuation and Costing Reports

8:30 In this lesson, you will learn about two popular inventory reports and how they provide additional detail about the valuation and costing of your inventory that your financials cannot provide.

Using the Inventory Management Center

5:45 In this lesson, you will learn how to use the Inventory Management to analyze an inventory item's history and performance.

Inventory Reports 11:00 In this lesson, you will learn about a variety of inventory reports that will help you organize and monitor the inventory process.

Processing Customer Sales and Receipts

Lesson Name Time Description Entering Quotes 10:00 In this lesson, you will learn how to use Quotes to record estimates

for goods and services that you provide to existing and prospective customers.

Entering Sales Orders 8:00 In this lesson, you will learn how to use Sales Orders to record the items or services your customers want to purchase from you.

Entering Sales Invoices 9:30 Sales invoices are documents that list goods and services that your customers receive from your business. In this lesson, you will learn how to use the Sales/Invoicing window to ship items on a previously entered sales order, and bill a customer for a sale that did not originate from a quote or sales order.

Entering Customer Receipts 7:00 When a customer pays your company for goods and services sold to them, you should record the payment using the Receive Money task window. In this lesson, you will learn how to apply a receipt to sales invoices. Additionally, you will learn how to enter direct cash sales in which no invoice was entered or required.

Processing Customer Sales and Receipts, continued on next page

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Processing Customer Sales and Receipts, continued

Lesson Name Time Description Entering Credit Memos 7:00 In this lesson, you will learn how to use the Credit Memos window

to enter credit memos for customer returns and credits; you can apply credit memos to any existing customer invoices.

Printing Customer Statements

7:30 In this lesson, you will learn how to print statements for your customers.

Voiding a Sales Invoice 3:30 In this lesson, you will learn how to void a sales invoice.

Entering and Billing for Proposals

11:00 In this lesson, you will learn how to enter Proposals for a customer, and then invoice the customer for the Proposal as the service or job is completed.

Entering Customer Prepayments

5:30 In this lesson, you will learn how to record a prepayment received from a customer and apply it to an open sales invoice.

Issuing a Customer Refund 6:45 In this lesson, you will learn how to issue a refund to a customer.

Writing off Customer Bad Debt

4:45 In this lesson, you will learn how to remove uncollected debt from your receivables.

Customer Management Center

5:45 In this lesson, you will learn about the Customer Management Center and how it can help you better manage and service your customers.

Viewing Accounts Receivable Reports

10:30 In this lesson, you will learn about some of the key Accounts Receivable reports that will help you track your customers and sales.

Setting up and Processing Credit Cards

7:45 In this lesson, you will learn how to set up and process customer credit card purchases using Sage Exchange and Sage 50.

Processing Credit Card Refunds

4:00 In this lesson, you will learn how to process a customer credit card refund using Sage Exchange and Sage 50.

Time-saving Features and Tailoring Options

Lesson Name Time Description Recurring Transactions 7:00 View this lesson to learn how you can set up repeating transactions

for future dates or accounting periods, including sales invoices, purchases, payments, and journal entries.

Memorizing Transactions 6:00 In this lesson, you will learn how to used memorized transactions to save time when entering repetitive data-entry tasks.

Using Lists 6:00 In this lesson, you will learn how to use Lists to quickly view and customize important information about records and transactions.

Find Transactions 4:30 View this lesson to learn how to locate transactions using the Find Transactions window.

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50US - Sage 50-U.S. Edition - Comprehensive Complete Payroll

Payroll – Setting up Payroll

Lesson Name Time Description Running the Payroll Setup Wizard

14:15 This lesson teaches you how to use the Payroll Setup wizard to define the initial payroll settings that are used to process payroll.

Setting Up Employee Defaults

10:15 This lesson teaches you how to enter basic employee defaults that will apply to the majority of your employees on payroll reports and during payroll entry.

Adding Employees 13:00 This lesson teaches you how to record important information about your company employees and sales representatives.

Entering Employee Beginning Balances

5:30 This lesson teaches you how to enter the employee beginning balances that represent the year-to-date earnings and withholdings processed for an employee before converting to Sage 50.

Payroll – Processing Payroll

Lesson Name Time Description Processing Payroll for Individual Employees

10:15 This lesson teaches you how to print individual payroll checks using the Payroll Entry task window. You will find this payroll entry method the most straightforward way of handling your payroll.

Processing Payroll for Multiple Employees

7:45 This lesson teaches you how to print paychecks for multiple employees at one time.

Payroll Reports Overview 11:30 This lesson teaches you about important payroll reports that will help you monitor all aspects of your employee records, the payroll checks you process, and the payroll taxes you collect.

Payroll – Advanced Payroll Tasks

Lesson Name Time Description Paying a Bonus using an Hourly Pay Type Field

7:00 This lesson teaches you how to set up an hourly bonus Pay Type field used to pay an hourly employee a fixed bonus amount.

Paying a Bonus using a Flat Amount Payroll Field

7:45 This lesson teaches you how to create a Payroll Field and use it to enter lump-sum earnings as part of an hourly employee’s paycheck.

Setting up Bonus and Commission Payroll Fields

4:00 This lesson teaches you how to set up and enter bonuses and commissions as part of a salary employee’s paycheck.

Setting up Sick Time Tracking

8:30 This lesson teaches you how to set up and track employee sick time.

Tracking Employee Vacation Hours

9:00 This lesson teaches you how to set up and track employee vacation hours.

Adjusting Sick and Vacation Time

7:45 This lesson teaches you how to manually adjust an employee’s vacation hours and sick time information.

Payroll – Advanced Payroll Tasks, continued on next page

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Payroll – Advanced Payroll Tasks, continued

Lesson Name Time Description Adding a Tips Payroll Field 6:00 This lesson teaches you how to set up and use an employee cash

tips field during payroll entry and when printing tax forms.

Affordable Care Act: IRS Reporting for Employers Part 1 of 2

5:15 This lesson provides an overview of the Affordable Care Act as it relates to employer reporting requirements established by the IRS.

Affordable Care Act: IRS Reporting for Employers Part 2 of 2

7:45 View this lesson for an overview of reporting requirements for employers as provided in Section 6056 of the IRS code. Find out what next steps are recommended for employers who might be required to submit ACA-related information to the IRS.

Affordable Care Act for Sage 50 - U.S. Edition

12:30 In this lesson, you will learn about the steps you will need to take to report the costs of employer-sponsored healthcare coverage (Affordable Care Act) in Sage 50 Accounting.

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50US - Sage 50-U.S. Edition - Comprehensive Complete Time & Billing

Time & Billing – Setting up Time & Billing

Lesson Name Time Description Setting up Time Ticket Employees

4:30 In this lesson, you will learn how to set up an employee paid based on hours recorded on time tickets.

Creating Activity and Charge Items

6:30 In this lesson, you will learn how to set up Activity and Charge item inventory records that are used when recording time and expense tickets.

Time & Billing – Performing Time & Billing Tasks

Lesson Name Time Description Entering Daily Time Tickets 9:00 In this lesson, you will learn how to enter daily time tickets to

record and track the hours your employees or vendors spend on customer or job-related tasks.

Entering Weekly Time Sheets

11:00 In this lesson, you will learn how to record the hours an employee or vendor works using the Time Tickets Weekly Timesheet window.

Entering Expense Tickets 7:30 In this lesson, you will learn how to enter expense tickets to record the miscellaneous expenses incurred while working on customer or job-related tasks.

Paying Time Ticket Employees

8:15 In this lesson, you will learn how to use the Payroll Entry task window to pay time-ticket employees based on hours recorded on time tickets.

Reimbursing Employee Expenses

8:00 In this lesson, you will learn two ways to reimburse your employees for out-of-pocket expenses they incur when performing customer or job-related tasks.

Time & Billing – Billing Customers and Viewing Time and Expense Reports

Lesson Name Time Description Billing using the Apply Tickets and Expenses Window

10:00 In this lesson, you will learn how to use the Apply Tickets and Expenses invoice feature to bill your customers for tasks recorded on time and expense tickets.

Billing using the Create Invoices for Time and Expenses Window

8:00 In this lesson, you will learn how to use the Create Invoices for Time and Expenses window to bill multiple customers at one time for tasks recorded on time and expense tickets.

Viewing Time and Expense Reports

9:15 In this lesson, you will learn about a variety of time and expense reports that will help you organize and monitor the time and billing process.

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Complete Job Costing

Job Costing – Setting up Jobs

Lesson Name Time Description Setting up Job Defaults 11:00 In this lesson, you will learn how to configure many of the default

Job Cost settings that can be applied to the majority of your job records.

Setting up Job Records 12:30 In this lesson, you will learn how to enter the Job records, Phases, and Cost Codes used to track your jobs and projects.

Job Costing – Tracking Job Expenses

Lesson Name Time Description Purchasing Non-Stock Inventory for Jobs

6:00 In this lesson, you will learn how to track expenses when purchasing non-stock goods and services for a job.

Assigning Inventory Adjustments to Jobs

4:00 In this lesson, you will learn how to apply the expense of an inventory adjustments to a job or project.

Applying Payroll Expenses to a Job

6:30 In this lesson, you will learn how to apply all or a portion of an employee’s wages to a job.

Applying Indirect Costs to Jobs

4:30 In this lesson, you will learn how to distribute indirect costs to jobs with a General Journal Entry.

Job Costing – Billing Customers for Jobs and Reports

Lesson Name Time Description Billing for Job Tickets and Reimbursable Expenses

10:30 In this topic, you will learn how to bill customers for job-related time and expense tickets, and for reimbursable expense transactions incurred while completing a job.

Applying Sales Directly to Jobs

5:00 In this topic, you will learn how to apply sales invoice line items to jobs.

Job Reports 9:30 In this lesson, you will be introduced to many of the job reports available to you in Sage 50 and Sage Quantum.

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Sage 50 Quantum – Quantum Exclusive Features

Lesson Name Time Description SmartPosting 4:30 In this lesson, you will learn about Quantum’s SmartPosting

feature.

Order Process Workflow 10:30 View this lesson to learn how you can use Quantum’s Order Process Workflow feature to keep track of all the moving parts of your order process, so that nothing gets missed and everything moves along as planned.

Using My Dashboard 5:15 In this lesson, you will learn how customize the My Dashboard interface to reflect only those features and functions that you use on a regular basis, allowing you to clean up the clutter and focus only on what you need to accomplish.

User Security Roles 9:15 In this lesson, you will learn how to set up and assign Security roles to Quantum users.

Sage 50 Quantum – Advanced Inventory Management

Lesson Name Time Description Revising an Assembly’s Bill of Materials

8:00 In this lesson, you will be introduced to Quantum’s bill of materials revision feature and how you can use it to update the component list of an inventory assembly item.

Building Assemblies with Work Tickets

7:30 In this lesson, you will learn how Work Tickets provide you with a great way to monitor and track the building of your assembly inventory items.

Using Quantity Discounts 7:30 In this lesson, you will learn how you can use Quantum’s quantity discount feature to set up discounts for items based upon the quantity sold.

Using Multi-Packs 9:30 In this lesson, you will learn how to create multi-packs that can be assigned to your inventory items and then used in place of a single quantity measurement.

Sage 50 Quantum – Advanced Job Management and Tracking

Lesson Name Time Description Progress Billing: Percent of Completion

10:30 In this lesson, you will learn how to use Quantum’s Progress Billing for Jobs feature to bill customers based on actual expenses incurred for the job.

Progress Billing: Percent of Contract/Proposal

8:45 In this lesson, you will learn how to use Quantum’s Progress Billing for Jobs feature to bill customers when certain stages of a job are completed and on percentages for accepted proposals.

Processing Retainage for Customers

9:15 View this lesson to learn how to withhold an amount of an invoice as retainage until a customer is satisfied that a job has been completed satisfactorily.

Sage 50 Quantum – Advanced Job Management and Tracking, continued on next page

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Sage 50 Quantum – Advanced Job Management and Tracking, continued

Lesson Name Time Description Processing Retainage for Vendors

8:30 In this lesson, you will learn how to process and track retainage that you withhold from vendor bills.

Applying Labor Burden to Jobs

7:45 In this lesson, you will learn how you can automatically calculate a percentage of an employee’s gross wages as labor burden, and then distribute it to jobs.

Tracking Vendor Insurance Policies

4:30 View this lesson to learn how you can monitor the expiration dates of your vendor insurance policies, and be notified when they expire.

Jobs Navigation Center 6:00 This lesson provides you with an overview of the Jobs Navigation Center and the Job Management Center.

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Financial Statement Design

Lesson Name Time Description Financial Design – Introduction and Text Tool Usage

14:00 In this lesson, you will be introduced to Sage 50’s Financial Design interface, and learn how to customize text using the financial design Text tool.

Financial Design – Using the Column Description Tool (Part 1)

7:30 In this lesson, you will learn about the options available when using the Financial Design Column Description tool.

Financial Design – Using the Column Description Tool (Part 2)

13:00 In part two of this lesson, you will learn more about the different content types you can add to your financial statements using the Column Description tool.

Financial Design – Using the Line Description Tool

9:15 In this lesson, you will learn how to use the Line Description tool to determine the general ledger accounts displayed on your financial statement.

Financial Design – Using the Total Level Tool

10:00 In this lesson, you will learn how to add subtotals and totals to a financial statement using the Total tool.

Forms Design

Lesson Name Time Description Forms Design – Introduction / Adding Text Fields to a Form

8:30 In this lesson, you will be introduced to the Forms Design Window and will learn how to add additional information to a printed form by adding and customizing form text fields.

Forms Design – Adding Data Fields

8:30 In this lesson, you will learn how to print additional data on a form by adding data fields.

Forms Design – Modifying Column Data

11:00 In this lesson, you will learn how to customize column data that is printed on a transaction form.

Forms Design – Adding an Image or Company Logo

9:00 In this lesson, you will learn how to add an image or company logo to a form using Sage 50’s Form Designer.

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