Sage 50 Line Manual
By Mac Bride - Hodder Education (2010) - Paperback - 224 pages - ISBN 1444100661
Get Started in Sage Line 50 introduces the principles behind the system ' because if you understand how a system works, you will master it more quickly and be better equipped to sort out any problems later' and demonstrates how to use the various modules and facilities, for day-to-day accounting, for end-of-period summaries and reports and for trouble-shooting and analysis at any time. By the end of the book, you will have a clear understanding of acccounting principles and know how to p... Read more [ Report abuse or wrong photo | Share your Sage 50 Line photo ]
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User reviews and opinions
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Comments posted on www.ps2netdrivers.net are solely the views and opinions of the people posting them and do not necessarily reflect the views or opinions of us.
ScanFlowStore Scan directly into Sage Line 50
Your paper documents always digitally available in Sage Line 50? Use ScanFlowStore!
Due to the digital era, archives have become more and more transparent. For example nowadays you can get a fast overview of, invoices, orders, contracts etc. However developing a transparent digital archive takes a lot of time and effort. Putting paper on a scanner, start the scanning application, make a preview and the final scanning; these are time-consuming activities. Especially because you have to repeat them every time. With ScanFlowStore these activities belong to the past. With one press of a button your document is scanned, and digitally stored. And with the same press of the button your document is within reach. Xerox is the only brand of Multifunctionals that has a direct connection to Sage software. With ScanFlowStore it is now possible to scan directly from the Xerox WorkCentre into Sage Line 50. ScanFlowStore is a product that enables scanning and creating a digital archive in a very easy way. Without installing Software on local workstations and without product training it is possible to digitalize all incoming paper documents and automatically import them into Sage Line 50. Thanks to this connection, all paper documents like orders, invoices and delivery notes can be scanned and automatically linked to a customer, supplier etc. By using ScanFlowStore you will always have the documents in the right place. Because we dont change anything on the machine or within Sage you dont need additional software training. ScanFlowStore simply utilizes the Document Management function of Sage Line 50 which enables you to organize the document information for all your accounts. In Sage Line 50 it is also possible to print documents with a barcode. ScanFlowStore will recognize the barcode and route the document to the appropriate record. This will significantly improve your day tot day processes. The ScanFlowStore connector for Sage Line 50 is available from version 11. The Third Party application of Sage Line 50 should be enabled.
ScanFlowStore User Experience
With ScanFlowStore its possible to to select the location within Sage Line 50 on the display of the multifunctional and attach the document to that location.
Within SuperOffice scanned document scan be stored at the following destinations: - Supplier - Customer - Bank - Product - Projects Now these destinations are available to store your documents in Sage Line 50. User advantages Save time and money Optimize productivity and efficiency Enhancing sharing and security User friendly Store documents directly in Sage Line 50 Text searchable PDF Files
With one press of a button your document is scanned and stored in Sage Line 50. The document can be stored as text searchable PDF file, which makes it easy to retrieve with a simple search in Sage Line 50.
X-Solutions Europe Amersfoortseweg LK Bunschoten The Netherlands Tel. +31 (0)Fax +31 (0)www.scanflowstore.com email@example.com
X-Solutions NA Inc. 18805 W. Catawba Ave Suite 102 Cornelius, NC 28031 Tel. (704) 899-9931 Fax (704) 892-8669 www.scanflowstore.com firstname.lastname@example.org
Supported Xerox devices For more information about supported Xerox devices, please contact your Xerox representative or visit www.scanflowstore.com.
2008 X-Solutions. XEROX, The Document Company, Xerox Alliance PartnerTM, the digital X, DocumentCentre and the identifying product names and numbers herein are trademarks of XEROX CORPORATION. All non-Xerox brands and product names are trademarks or registered trademarks of their respective companies. Product appearance, build status and/or specifications are subject to change without notice. X-Solutions and ScanFlowStore are trademarks of X-SolutionsTM.
This chapter takes you through the stages of preparing Sage Line 50 for use. It explains initial procedures for setting up the various defaults required by the program.
Introduction Starting Sage Line 50 Settings 14 15
Company Preferences Currency & the Euro
Customer & Supplier Defaults Finance Rates 17 18
The Sage Line 50 Toolbar
This book covers Sage Line 50 Accountant, Accountant plus and Financial Controller.
All businesses need to keep accurate records of their accounts, but even with a computer program, if the information is not entered correctly, then the accounts could still be wrong. After all, its easy to blame the computer!
Working through Sage Line 50 in easy steps
Accuracy reduces errors and prevents costly mistakes.
This book explains in simple, easy stages how to perform the main tasks required for keeping computerised business accounts. The following chapters show how to: Set defaults and Company preferences. Create customer & supplier records and set up price lists. Set up opening balances, maintain Bank accounts. Maintain the Nominal Ledger and run an audit trail. Generate sales orders and control stock. Print invoices, credit notes and statements. Produce history and financial reports.
Make use of the demo data provided with Sage Line 50 to fully familiarise yourself with the program before getting started. To do this simply click File, Open from the main menu and select Open Demo Data.
Preparing to start checklist
Some things, once entered, cannot be easily changed. Therefore, make sure you have all the relevant information to hand before using Sage Line 50 for the first time.
Before getting started with Sage Line 50, work through the checklist below. Check the start date of your companys financial year. Check with an accountant which VAT scheme is used. Draw up a list of defaults to use. Decide on users and passwords. Backup the data if updating Sage. Have customer, supplier and bank details to hand. Product details, recommend a stock take. A list of all opening balances.
With Sage Line 50 version 9 it is possible to change the Financial Year start date after you have already commenced using the program.
Note: the v9 program folder is called Sage Accounts, not Line 50.
8 Sage Line 50 in easy steps
Starting Sage Line 50
Alternatively, if a shortcut has been set up on the Windows desktop, you can open Sage Line 50 by doubleclicking on the shortcut icon:
Turn on your computer and wait for the Windows Desktop to appear. To start Sage Line 50 do the following:
Click on Start.
Point to Programs a selection appears. Point to Sage Accounts (or Sage) folder.
Remember that your reporting will not be accurate until all your opening balances have been entered. Ask your accountant for these, if possible before you start using Line 50.
With Sage Line 50 you can create multiple delivery addresses so that you can have goods delivered to a number of customer sites whilst specifying a different invoice address.
Click on Sage Accounts (or Sage Line 50).
The Sage Line 50 desktop appears.
To turn off the Tasks view, click here.
When Sage Line 50 v9 is installed for the first time the installation wizard will place it in a folder called Sage Accounts (Line 50 for earlier versions). If upgrading from Sage Sterling, Line 50 will be placed in the original SFW folder.
1. Getting Started
The Sage Line 50 version 9 CD also contains a recent version of Internet Explorer. If you need to upgrade, just click on the Install Internet Explorer button on the Sage Main Menu.
Before Sage Line 50 can be used there are a number of settings and defaults that need to be entered. The rest of this chapter shows how to do this. When required, select the appropriate settings option from the following list:
Click on Settings on the Menu bar.
A quick method of accessing an option from the Menu bar is to hold down the Alt key and press the underlined letter of the function required (i.e., Alt+i pulls down the Settings menu).
Click on the option required.
The Data Protection Act requires that any system containing confidential information, i.e., financial details etc., should be protected against unauthorised access. Sage Line 50 uses a password to achieve this. Once you set a password, Sage Line 50 always prompts you for it at startup. As with any password, you should never write it down if it can be avoided. Therefore, try to choose a password that is both easy for you to remember but difficult for someone else to discover. You can decrease the chance of somebody accidentally finding out your password by using a mixture of letters and numbers instead of an actual word.
Click Help on the Sage Line 50 menu bar, then Shortcut Keys, to bring up a diagram of the available shortcuts. Click on the diagram to close it.
Try to avoid using obvious things like a name, phone number or car registration as a password. These are too easy to guess.
From the Settings menu click on Change Password.
Click OK to save password.
Type your password here. Repeat the password here for confirmation.
Sage Line 50 in easy steps
Use the Tab key instead of your mouse to move onto the next line or box.
When you run Sage Line 50 for the first time the Easy Startup Wizard asked for your Company details. Alternatively, after selecting Company Preferences from the settings options, you can enter these details as follows:
Enter your company name here. Enter your full address details in this box. E-Mail and Web addresses go here. Enter VAT & Credit Ref Nos. if appropriate.
With Sage Line 50 you can enter an alternative address for deliveries by clicking on the Delivery Addresses button.
To have Sage Line 50 print your company details on your stationery, select the Parameters tab and tick the appropriate box in the Printing section.
Click OK to finish.
Departments, Product and Fixed Asset Categories
For analysis purposes, you can assign transactions to different departments and divide products and fixed assets into different categories. To set up each of these:
You can assign your transactions to up to 999 different departments and divide Products into 999 different categories. Sage Line 50 v9 also lets you divide Fixed Assets into 100 different categories for analysis & reporting purposes.
Click on the required settings option & select the first blank entry.
Click Edit to bring up the Edit box.
Enter appropriate name.
Repeat steps 14 for Products & Fixed Assets.
1. Getting Started 11
Get Started in Sage Line 50 introduces the principles behind the system ' because if you understand how a system works, you will master it more quickly and be better equipped to sort out any problems later' and demonstrates how to use the various modules and facilities, for day-to-day accounting, for end-of-period summaries and reports and for trouble-shooting and analysis at any time. By the end of the book, you will have a clear understanding of acccounting principles and know how to prepare accounts using Sage. With its practical approach and clear illustrations, Get Started in Sage Line 50 is an essential resource for any user. NOT GOT MUCH TIME? One, five and ten-minute introductions to key principles to get you started. AUTHOR INSIGHTS Lots of instant help with common problems and quick tips for success, based on the author's many years of experience. TEST YOURSELF Tests in the book and online to keep track of your progress. EXTEND YOUR KNOWLEDGE Extra online articles at www.teachyourself.com to give you a richer understanding of Sage Line 50. FIVE THINGS TO REMEMBER Quick refreshers to help you remember the key facts. TRY THIS Innovative exercises illustrate what you've learnt and how to use it.
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