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A Beginners’ Guide To Sage 50

Free Guide For Sage 50 Users: Novices, Intermediates & Advanced

HBP Systems’ complete guide to using Sage 50 – written by users for users.

In The Guide:

A Beginners’ Guide To Sage 50

Free Guide For Sage 50 Users:
Novices, Intermediates & Advanced

“A Beginners’ Guide To Sage 50” is HBP Systems’ complete guide to using Sage 50 to make your business run smoothly. Written by our Sage 50 support staff, this guide gives you step-by-step examples and advise on using the software as a professional.

In The Guide:

  • From installation and basic navigation of the system to tips and best-practice usage, this guide will be your go-to companion for Sage 50.
  • Chapters include: Installation & Administration, Stock, Payments, Departments & Projects and Reporting.
  • Learn an overview of Sage 50 as a whole and become a pro at some of the core processing routines to help make you an invaluable asset to your business.
  • Refresh your memory as a seasoned user and go over some lesser used functionality.

Sage 50 is designed for small and medium sized companies, offering a completely flexible modular business solution.

Excerpt From The Guide:

Sage 50 is designed for small and medium sized companies, offering a completely flexible modular business solution.

Excerpt From The Guide:

2.1.6 How To Allocate A Transaction:

Note:

To bring your accounts up to date you will need to Allocate your transactions to either show:

  • Payments / Receipts
  • Credits
  • Refunds
  • Adjustments

If you have only posted the receipt / adjustment to an account or need to allocate a Credit and Invoice together, you will then need to use the Manual Allocation command.

Navigate To: Sales Ledger > Enter Transactions > Allocation

  1. Select the Customer Receipt you are wanting to process.
  2. Select the relevant account you want to Allocate The Receipt To
  3. Enter the Allocation date. This defaults to the system date, but can be changed.
  4. Enter a receipt value for the SA transaction and for the SL.
  5. Once the relevant transaction amounts have been allocated against each other within the “Receipt” column, select > Save to allocate the amount placed in the receipt column against the Sales Invoice.

 

Hint:

The Allocation date entered, is the date used to age transactions on the retrospective Aged Debtors report.

The Customer Receipt screen will show a list of all outstanding transactions that relate to the customer’s Account. These transactions will be show as SA (Sales Receipt) or SI (Sales Invoice).

2.1.6 How To Allocate A Transaction:

Note:

To bring your accounts up to date you will need to Allocate your transactions to either show:

  • Payments / Receipts
  • Credits
  • Refunds
  • Adjustments

If you have only posted the receipt / adjustment to an account or need to allocate a Credit and Invoice together, you will then need to use the Manual Allocation command.

Navigate To: Sales Ledger > Enter Transactions > Allocation

  1. Select the Customer Receipt you are wanting to process.
  2. Select the relevant account you want to Allocate The Receipt To
  3. Enter the Allocation date. This defaults to the system date, but can be changed.
  4. Enter a receipt value for the SA transaction and for the SL.
  5. Once the relevant transaction amounts have been allocated against each other within the “Receipt” column, select > Save to allocate the amount placed in the receipt column against the Sales Invoice.

 

Hint:

The Allocation date entered, is the date used to age transactions on the retrospective Aged Debtors report.

The Customer Receipt screen will show a list of all outstanding transactions that relate to the customer’s Account. These transactions will be show as SA (Sales Receipt) or SI (Sales Invoice).

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A Beginners’ Guide To Sage 50


Your guide to the new Sage 50c Accounts, combined with the power of Microsoft Office 365. Imagine having the freedom to control your business wherever you are. Meet Sage 50c, seamlessly combining the power and productivity of our trusted desktop solution with secure online access and Office 365 integration.

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