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2020 Customer Training

Catalogue

2020

Course Curriculum

Canadian Edition

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Introduction Committed to developing the right training solutions for your needs Sage product training solutions help you improve your proficiency in your accounting and payroll software. Whether you’re a professional, have experience with Sage products, or are just starting out, our courses will help you contribute not only to your company’s overall success, but to the success of your career. Our professional training team will provide you with the knowledge and guidance you need to succeed.

Why attend Sage training? Send employees on training to get the most benefit from your Sage product: • Improve workflows, increase productivity, and reduce the time it takes to learn how to use the product

yourself • Seek out the knowledge and experience that only Sage can provide • Learn from trainers that understand Sage products inside and out, and provide a high standard of training • Advance your career by earning Sage competency certificates • Separate yourself from other candidates when seeking employment in the accounting and payroll

industries

The value of Sage certification Obtaining a Sage certification should be a priority as it signifies: • The ability for an employee to deliver a significant return on investment using Sage products • Competency in performing tasks related to Sage software • The determination and ability of an employee to complete a task • The ability to apply skills immediately after completing accreditation training • A globally accepted means of assessing an essential set of abilities

Completing a Sage assessment To make it easier for our customers, all Sage assessments are conducted online. This means: • You can write your assessment on your own time and in the comfort of your own home • Some of our assessments are open book

What is Sage University? Sage University is the ultimate resource for all your Sage training needs. It gives you the freedom to choose the courses and methods that best suit your business and learning style. It even includes free resources to help you get started. The courses you choose will help you master each application, maximize your software investment, and streamline your workflow, so you can deliver more value to your clients.

How Sage University works? Step 1: Log onto SageU.com Step 2: Select your topic of interest Step 3: Decide on a learning method that suits you Step 4: Start studying! Step 5: Advance your career with Sage Certification Step 6: Repeat and keep your certification up to date

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Available Training Courses: Getting Started

Manage your Day-to-Day

Master Sage

Learn it all and Save!

Learn the Basics

Company Setup

General Ledger

Receivables

Payables

Banking

Sage 50cloud

Payroll Setup and Day-to-Day

Payroll Advanced

Inventory

Projects, Departments and Budgets

Foreign Currency

Reports, Forms and

Emails

Year-end and Compliance

Time and Billing

Time Saving Tips

Sage Intelligence

Sage 50 to Sage

50cloud

Combined Curriculum

Accounting Modules

Payroll Module

Power User

Application Specialist

Meet Maxine:

Meet Maxine, her friends call her Max. She has been working for her municipality for over a decade; doing landscape design, maintenance and weed/pest control. She’s ready to strike out on her own and run her own business. Her bookkeeper recommended Sage 50cloud Accounting to manage her businesses books.

We’ll be joining Max in her journey as a new business owner during the first twelve months of business

From getting started to mastering Sage

We’ll help Maxine create her company’s general ledger accounts, create sales invoices, pay her vendors, help do the initial account reconciliation, process her first paycheque and use the latest cloud features.

As Max’s business expands, we’ll help her set up her inventory, configure advanced analytics tools, do business in a foreign currency, and streamline her daily and periodic tasks by becoming fully proficient with Sage 50cloud Accounting.

Hands-on Exercises

We will base our training courses in Maxine’s business and the challenges she faces when running it. We will also use Landscaping Pros, Maxine’s company, for our hands-on exercises.

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Training Course Details

Learn the Basics

Overview In this course you’ll learn how to install and navigate your new Sage 50 product. You’ll also learn how to create your company, customer, vendor, and employee records, as well as your general ledger accounts.

Course Outline

• Basic installation (single user)

• Navigation

• How to create a company file?

• What is a customer and where to set it up?

• What is a vendor and where to set it up?

• What is an employee and where to set it up?

• What’s is a general ledger account and where to set it up?

• Cloud overview

• Basic Bookkeeping and Accounting concepts

• Components and benefits of Sage 50cloud

• Configure Sage 50 to use Sage Drive

• Training options available

Delivery Method

• Anytime learning videos

Duration • Approximately 1 hour

Company Setup

Overview This course is designed for customers who want to set up their company in Sage 50 Accounting and want to get an understanding of the configuration options available. You will learn how to install the program, set up users and roles, customize the company and user settings, along with learning best practices that will help you avoid mistakes and correct steps to keeping Sage 50 Accounting updated.

Course Outline

• Typical and Advanced Installation

• New Company Setup

• Sage 50 Interface

• Users and Roles

• Company Settings

• User Preferences

• Best Practices

• Product Updates and Upgrades

Delivery Method

• Live online instructor-led course

Duration • Approximately 2 hours

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General Ledger

Overview This course is designed for customers who want to understand some basic bookkeeping and accounting concepts, be able to set up or modify their Chart of Accounts, create miscellaneous transactions, and enter the opening balances for customers, vendors, accounts, inventory and employees.

Course Outline

• Bookkeeping Introduction

• Chart of Accounts Setup

• Linked Accounts and Control Accounts

• General Journal

• History Mode

• Opening Balances

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Receivables

Overview This course is designed for customers who want to learn how to configure the Receivables module and set up customers in Sage 50. You will learn how to record various sales transactions, collect customer payments, and use reports and statements to better keep track of your receivables and to improve your cash flows. You will also learn about electronic payment options in Sage 50 to collect customer payments via pre-authorized debit.

Course Outline • Receivables Settings

• Customers

• Sales Invoices

• Sales Quotes, Sales Orders, Delivery Orders

• Credit Notes and Debit Notes

• Sales Receipts and Deposits

• Customer Statements

• Invoice Payments

• Receivables Reports

• Pre-Authorized Debit Options

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Payables

Overview This course is designed for customers who want to learn how to configure the Payables module and set up vendors in Sage 50. You will learn how to record various purchase transactions, pay vendors, and use reports to better keep track of your payables. You will also learn about electronic payment options in Sage 50 to pay vendors via direct deposit.

Course Outline • Payables Settings

• Vendors

• Purchase Invoices

• Purchase Quotes, Orders, Goods Received Notes

• Credit Notes and Debit Notes

• Vendor Payments and Prepayments

• T4A and T5018 Slips

• Payables Reports

• Direct Deposit Options

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Banking

Overview This course is designed for customers who want to take full advantage of all the features available in the Banking module. You will learn how to create bank and cash accounts, to record deposit slips and transfers of funds, to reconcile bank and credit card accounts, and to use Sage Bank Feeds to automatically download bank or credit card transactions into Sage 50.

Course Outline • Bank and Cash Accounts

• Deposit Slips

• Account Reconciliation

• Sage Bank Feeds and Bank Statement Imports

• Banking Reports

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Sage 50cloud

Overview This course is designed for customers who want to leverage the power of the cloud to share access to their company data, to work from various locations, and from various devices. You will learn how to share your company file on Sage Drive to better collaborate with an accountant or bookkeeper or to work remotely, how to configure the integration with Microsoft Office 365, and how to use various Office 365 cloud apps.

Course Outline • Sage 50cloud Overview

• Sage Drive

• Microsoft Office 365 Integration

• Cloud Backup

• Sage Contact

• Sage Capture

• Sage Approvals

• Sage Intelligence

• Sage Dashboard

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Payroll Setup and Day-to-Day

Overview This course is designed for customers wanting to use the payroll module in their Sage 50 Accounting product. You will learn how to set up the Payroll module and how to process paycheques individually or in a batch. You will also learn about electronic payment options in Sage 50 to pay employees via direct deposit.

Course Outline • Initial Preparation and Payroll Options

• Incomes

• Deductions

• Taxes

• User-Defined Expenses

• Employees

• Individual Paycheques

• Paycheques in a Batch

• Direct Deposit Options

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Payroll Advanced

Overview This course is designed for customers and partners who want to learn about advanced features in the Payroll module of Sage 50 Accounting. You will learn how to configure group benefits, reimbursements, advances, loans, entitlements, commissions, vacation pay, and payroll remittances. You will also learn how to generate various forms for your employees, such as T4 and Relevé-1 slips and Records of Employments.

Course Outline

• Benefits

• Group Benefits

• Reimbursements

• Advances and Loans

• Entitlements

• Commission

• Vacation Pay

• Payroll Remittance

• Expense Groups

• T4 Slips and Summary

• Relevé-1 Slips

• Record of Employment (ROE) Forms

• Payroll Maintenance

• PRPP and VRSP

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Inventory

Overview This course is designed for customers who want to acquire the knowledge and skills necessary to set up inventory and service items. You will also learn how to purchase, sell, transfer, adjust, and assemble inventory.

Course Outline • Inventory Settings

• Service Items

• Inventory Items

• Price Lists

• Locations

• Categories

• Purchases and Sales

• Adjustments and Transfers

• Assembly Features

• Inventory Reports

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Projects, Departments and Budgets

Overview This course is designed for customers who want to allocate income and expenses to projects (or job sites) and/or departments and keep track of income and expense projections, also known as budgets for company, departments and/or project accounts. You will learn how to set up company budgets, departments and projects, and how to allocate to departmental accounts or projects. You will also learn how to generate valuable reports for each of these features.

Course Outline

• Budgets Setup

• Budget Updates and Imports

• Budget Reports

• Departments Setup

• Departmental Budgets

• Departments in Transactions

• Departmental Reports

• Projects Setup

• Project Budgets

• Project Allocation

• Project Reports

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Foreign Currency

Overview This course is designed for customers who want to learn how to configure foreign currencies in Sage 50 and how to record purchases and sales using a foreign currency. You will learn how to set up various foreign currency records, process transactions with a foreign currency, calculate a gain or loss on foreign exchange, and display foreign currency accounts on your financial reports.

Course Outline • Foreign Currency Setup

• Foreign Currency Records

• Sales and Purchases

• Bank Transfers and Journal Entries

• Duty on Imports

• Foreign Currency Corrections

• Foreign Currency Reports

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Reports, Forms and Emails

Overview This course is designed for customers who want to customize invoices, pay stubs and other forms, as well as reports. You will learn how to use the built-in Form Designer to customize Sage 50 forms, how to perform mail-merge functions with Microsoft Office documents, and how to customize emails to send .PDF attachments, such as customer invoices

Course Outline • Reports and Forms Settings

• Form Customization with the Form Designer

• Email Options

• Report Centre

• Report Customization

• Industry-Specific Reports

• Microsoft Office Documents

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Year-end and Compliance

Overview This course is designed for customers who are responsible for completing payroll (calendar) and fiscal year-end as well as ensuring CRA compliance, including filling sales tax remittances. You will learn how to start a new payroll (calendar) and fiscal year end, as well as the many associated tasks that are required for compliance and remittance. In addition, company consolidation and tax maintenance are tasks that often correspond with year-end and maintenance functions; as such, these are covered in this class as well.

Course Outline • Sales Tax Setup

• Sales Tax Reports

• GST/HST Payment or Refund and PST Payment

• Filing GST/HST Online

• Sales Tax for Non-Profits

• Fiscal and Calendar Years

• New Calendar Year

• New Fiscal Year

• Transactions in Various Periods

• Company Consolidation

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Time and Billing

Overview This course is designed for customers who want to enter data once, use it across multiple modules, and access valuable reports. You will learn how to set up billable and non-billable services, enter timeslips to keep track of employee hours worked and services delivered, add billable hours to invoice customers, add hours worked to pay employees, add hours worked to pay contractors (for Quantum users only), and customize associated reports.

Course Outline • Time Slips Setup

• Time Slips Transactions

• Customer Billing

• Employee Paycheques

• Time Slips for Contractors (Quantum)

• Time and Billing Reports

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

Time Saving Tips

Overview Welcome to the Time Saving Tips course. This course is designed for customers who are already familiar with the basic functionality of Sage 50 Accounting and who want to learn about features that will increase their productivity with Sage 50.This course has been divided into three main lessons: Fast Data Entry, Enhanced Productivity Features, and Importing and Exporting Data.

Course Outline • Shortcut Links

• Tabbing Orders

• Keyboard Shortcuts

• Recurring Transactions

• Daily Business Manager

• Quick Company Search

• Payment Methods

• Automatic Backups

• Mass Updates

• Checklists

• Mailing Labels

• Dashboards

• Report Templates

• Data Import/Export

Delivery Method options

• Live online instructor-led course

Duration • Approximately 2 hours

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Combined Curriculum

Overview The Combined Curriculum is a learning package made up of the following training courses: Sage 50 Accounting Modules, Sage 50 Payroll Module, and Sage 50 Power User.

Course Outline • Explain the basics of bookkeeping and accounting

• Install Sage 50 in a single-user and in a multi-user environment

• Create a Sage 50 company

• Add and modify users and roles

• Modify the company settings and user preferences

• Enter opening balances for accounts, and historical transactions for customers and vendors

• Use the Receivables module

• Use the Payables module

• Use the General ledger

• Process banking transactions

• Enable and modify budgets

• Use direct depositing / pre-authorized debits options

• Store and process credit cards

• Upgrade your product yearly

• Set up and modify sales taxes

• Prepare everything needed before starting processing payroll in Sage 50

• Set up and use payroll incomes

• Set up and use payroll deductions

• Set up and use user-defined expenses

• Add, modify, and remove employees

• Enter opening balances for employees

• Create paycheques

• Set up and use benefits

• Set up and use group benefits

• Set up and use reimbursements

• Issue advances and loans

• Set up and use payroll entitlements

• Pay commission to employees

• Pay accrued vacation

• Process payroll remittances

• Generate the Pensionable and Insurable Earnings Review (PIER) report

• Submit T4, RL-1, and ROE forms

• Update employee claims and WCB rates

• Set up and use PRPP and VRSP

• Use direct deposit options for payroll

• Use the inventory and services module

• Set up and use projects in transactions

• Set up and use foreign currency

• Modify the report settings and generate reports and forms

• Complete fiscal and calendar year ends

• Set up and use departments

• Use the time and billing feature

• Use enhanced productivity features like recurring transactions and the Daily Business Manager

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately 12 hours

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Accounting Modules

Overview This course is designed for customers who want to understand the essentials in Sage 50 Accounting. You’ll learn how to install Sage 50, set up Users, Roles, Company, and User Settings. You’ll also learn how to set up and process, Receivables, Payables, General Ledgers, Banking, Budgets, and Sales Taxes.

Course Outline

• Explain the basics of bookkeeping and accounting

• Install Sage 50 in a single-user and in a multi-user environment

• Create a Sage 50 company

• Add and modify users and roles

• Modify the company settings and user preferences

• Enter opening balances for accounts, and historical transactions for customers and vendors

• Use the Receivables module

• Use the Payables module

• Use the General ledger

• Process banking transactions

• Enable and modify budgets

• Use direct depositing / pre-authorized debits options

• Store and process credit cards

• Upgrade your product yearly

• Set up and modify sales taxes

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately 5 ½ hours

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Payroll Module

Overview This course focuses on payroll setup, employee setup, group benefits and maintenance, payroll runs, direct deposits, reimbursements, advances and loans, vacation pay, and more.

Course Outline • Prepare everything needed before starting processing payroll in Sage 50

• Set up and use payroll incomes

• Set up and use payroll deductions

• Set up and use user-defined expenses

• Add, modify, and remove employees

• Enter opening balances for employees

• Create paycheques

• Set up and use benefits

• Set up and use group benefits

• Set up and use reimbursements

• Issue advances and loans

• Set up and use payroll entitlements

• Pay commission to employees

• Pay accrued vacation

• Process payroll remittances

• Generate the Pensionable and Insurable Earnings Review (PIER) report

• Submit T4, RL-1, and ROE forms

• Update employee claims and WCB rates

• Set up and use PRPP and VRSP

• Use direct deposit options for payroll

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately 2 ½ hours

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Power User

Overview This comprehensive course will give you the knowledge and skills necessary to set up inventory, projects, foreign currency, reports and forms, departments, time and billing, enhanced productivity features, and how to prepare and complete a year end.

Course Outline

• Use the inventory and services module

• Set up and use projects in transactions

• Set up and use foreign currency

• Modify the report settings and generate reports and forms

• Complete fiscal and calendar year ends

• Set up and use departments

• Use the time and billing feature

• Use enhanced productivity features like recurring transactions and the Daily Business Manager

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately 4 hours

Application Specialist

Overview This course focuses on the advanced features of Sage 50 including advanced inventory, advanced projects, import and exporting, data management, company consolidation, and business intelligence.

Course Outline

• Use advanced inventory features

• Use Intelligence Reporting

• Use advanced projects features

• Import and export data

• Manage Sage 50 data

• Use consolidated companies

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately ½ hour

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Sage Intelligence Reporting

Overview This course focuses on using Intelligence Reporting with Sage 50 Accounting.

Course Outline

• Explain what the different versions of Intelligence Reporting include

• Install and activate Intelligence Reporting

• Generate a report using a standard template

• Manage user rights for Intelligence Reporting

• Customize a report from a standard template

• Customize a new report using an existing data container

• Export and import custom reports

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately ½ hour

Sage 50 to Sage 50cloud

Overview This course is designed for customers who are moving from Sage 50 Accounting to Sage 50cloud and want to understand how to use the features included in the Sage 50cloud.

Course Outline

• Explain what Sage Drive is

• Use the Sage Drive functionality

• Explain the benefits of the Sage 50 with Microsoft Office 365 integration

• Connect Sage 50 with Office 365

• Set up user permissions for Office 365 apps

• Use Sage Contact

• Use Cloud Backup

• Use Sage Capture

• Use Sage Approvals

• Use Sage Dashboard

• Use Sage Intelligence

Delivery Method options

• Anytime Learning Videos / eLearning

Duration • Approximately 1½ hours

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Sign up for your course Follow these step-by-step instructions to sign up online:

1. Visit SageU.com/Sage50AccountingCanada

2. New to Sage U? click Create your profile.

3. Complete the form. Make sure you enter your account number.

4. Put your password in a safe place.

5. Select Log on.

6. Select Get started to choose your required training

7. Once you select your course, log on anytime to view your Sage U account details, launch training sessions from your transcript, and print completion certificates.

For help navigating Sage U, call 855-724-3864 or email SageUniversity@Sage.com .

Or call your training advisor directly for more information at 877-223-1045 or email them

Sage50CaTraining@Sage.com .

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PURCHASE HERE

Self-Study Guides

Printable and electronic book options available

Company Setup General Ledger Receivables

Payables Banking Sage 50cloud

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Payroll Setup and

Day-to-Day Payroll Advanced Inventory

Projects, Departments

and Budgets Foreign Currency Reports, Forms and

Emails

Year-end and Compliance

Time and Billing Time Saving Tips