Sage 50 / Peachtree Advanced Training Class

The focus will include 'best practices' on how to properly close your general ledger and reconcile the mission critical accounts each month, bank reconciliation, security, special procedures, shortcuts, reporting and in-depth forms design. Get on the fast track to becoming a Sage 50 power user and take the pulse of your business.

Course Agenda:

• Security - Setting up user passwords - audit Report
• Review Backup Utility - setting a backup schedule - restoring data - Time and billing - Setup
• Time Ticket Employees - activity &charge items - time ticket entry - expense ticket entry - applying tickets to sales - time ticket payroll - time &billing report
• Payroll - payroll tax tables
• Special Procedures - changing accounting periods - month end reports &balancing - account reconciliation - voiding transactions - memorized transactions - task screen templates - changing account ID's - excel link - forms modification - report modifications - report groups
• Forms/Reports/Financial Statements - modifying reports, modifying forms, customizing financial statements, sending reports and forms via email, creating report groups, collection letters, excel link inquiry
• Questions &Answers

This class is conducted by a Master certified trainer. The class size will be limited to a maximum of 6 students to provide each more personalized attention and instruction. Every student will have his or her own computer.

Tuition Includes:

• Lunch
• Certificate of completion
• This course is CPE accredited
• Satisfaction Guaranteed, or come back for free!

Course Prerequisites

Cancellation Policy

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