Sage tips

Sage Line 50 (or Instant) is more than an accounting system as it also handles a great many business processes. If you have not yet used parts of the system such as SOP or POP this overview is a great place to start to get an idea of what these modules do and how you may want to use them in your business.

Customer Process

Sage offers multiple starting point for the customer process depending on which modules you have and if you choose to use them.

The best starting point is with Sales Order Processing as this utilises most of the features of the customer process, however, if you have no backlog of orders or do not need to know how much pipeline work you have then you could choose to start in the invoicing module.

If you use an external system to generate invoices then you may want to start in the ledger.

Supplier Process

The supplier process starts with Purchase order processing, even if you do not use stock POP enables you to track the contingent liability and to easily verify invoice values and delivery of goods when the invoice arrives from the supplier.

So the scenario is that you have inherited a Sage system and the previous user has not used the bank reconciliation (and may or may not have done a manual bank reconciliation in the past)
The VAT Return is a three stage process:
One of the most common questions we face with from our clients is What nominal code do I use in Sage for ...xyz
Sage sets the standard UK and EC VAT Rates automatically for you, so this section assumes you have not altered your VAT codes.
The Fixed asset register is a useful tool. Not only does is calculate depreciation for you and manages the process it also stores lots of useful information about where things were bought from, how much they cost etc.
The search feature allows you to pick a group of records.
There are several features in Sage Line 50 to help you with credit management and control.
It is great that there are so many prewritten reports in Line 50, however, sometimes finding the right one can be a bit of a problem!
By using keyboard short-cuts and function keys you can enter data much more quickly. Try it for yourself and make up your own mind.
Sage Line 50 includes import routines these can be used to import externally generated transactions or just to make setting up a new system easier.
Guide to creating a mail merge in Word 2000 from Sage Line 50
Extracting information from Sage in Excel is relatively simple and gives you superb flexibility and a great deal of scope for additional analysis.