Customer Training Catalogue

Transcription

1 Canadian Edition 2018 Customer Training Catalogue

2 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 work flows, 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: 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? Sage 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 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 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

3 Training Methods We have a variety of training methods available to help you become an expert in Sage to fit your busy lifestyle, saving you both time and money: In-person training Hands-on labs Traditional, in-person classes scheduled for a specific time, date, and location. Seminars In-person presentations led by an instructor, scheduled for a specific time, date, and location. Self-study Anytime learning These courses offer self-paced, recorded videos, available whenever and wherever you are. All you need is a computer, speakers, and a high-speed Internet connection. Self-study training guide This option allows you to complete your training and work at your own pace. Good for those that prefer traditional training manuals. Live online training Virtual hands-on labs Online courses that allow you to view presentations, interact with learning resources, and work in groups all in the comfort of your own home. Real-time learning Online, instructor-led seminars scheduled for a specific date and time. Log on from your phone or high-speed Internet-connected computer for live instructor and participant interaction.

4 Training Course Details Level 1: Sage 50 Learn the Basics 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 files, as well as your general ledger. Target Learners Customers who want to get up and running as quickly as possible. Entrance Requirement: None Delivery Method method: This course takes approximately 1 hour to complete. 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 and where to set it up? Cloud overview Training options available Assessments No assessment available for this course Anytime learning

5 Training Course Details Level 2: Sage 50 Accounting Modules 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. Target Learners Customers who want to get a fundamental understanding of their Sage 50 Accounting product. Entrance Requirement: Level 1: Learn the Basics (recommended) Delivery Method methods: Anytime learning Hands-on lab Virtual hands-on lab Self-study guide This course takes approximately 16 hours to complete. Course Outline Before you start Introduction to bookkeeping Advanced installation Users and roles Company settings and user preferences History mode for customers, vendors and accounts Receivables Payables General ledger Banking Budgets Direct depositing / pre-authorized debits options Credit card processing Upgrading your product yearly Sales taxes Assessments This online assessment consists of multiple-choice, multiple-response, and true-false questions. The minimum acceptable score for this assessment is 80%. This assessment is open book. You may use your training manual, class notes, product documentation, or online help during the assessment. You receive 2 attempts per registration. This exam will expire 120 days from registration date, so remember to take the exam before it expires.

6 Level 2: Sage 50 Payroll Module This course focuses on payroll setup, employee setup, group benefits and maintenance, payroll runs, direct deposits, reimbursements, advances and loans, vacation pay, and more. Target learners Customers who want a comprehensive understanding of their Sage 50 Payroll module. Entrance requirements Level 1: Learn the Basics (recommended) Delivery method methods: Anytime learning Hands-on lab Virtual hands-on lab Self-study guide This course takes approximately 8 hours to complete. Course outline Initial payroll preparation Income setup Deduction setup User-defined expense setup Employees Opening balances Paychecks Benefits Group benefits Reimbursements Advances and loans Payroll entitlements Commission Vacation Pay Payroll remittance PIER reporting T4, RL-1, and ROE forms Payroll maintenance PRPP and VRSP Assessments This online assessment consists of multiple-choice, multiple-response, and true-false questions. The minimum acceptable score for this assessment is 80%. This assessment is open book. You may use your training manual, class notes, product documentation, or online help during the assessment. You receive 2 attempts per registration. This exam will expire 120 days from registration date, so remember to take the exam before it expires.

7 Level 3: Sage 50 Power User 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. Target learners Customers who want to get a comprehensive understanding of their Sage 50 Accounting product. Entrance requirements Level 2: Sage 50 Accounting Module Delivery method methods: Anytime learning Hands-on lab Virtual hands-on lab Self-study guide This course takes approximately 8 hours to complete. Course outline Inventory Projects Foreign currency Reports and forms Year end Departments Time and billing Enhanced productivity features Assessments This online assessment consists of multiple-choice, multiple-response, and true-false questions. The minimum acceptable score for this assessment is 80%. This assessment is open book. You may use your training manual, class notes, product documentation, or online help during the assessment. You receive 2 attempts per registration. This exam will expire 120 days from registration date, so remember to take the exam before it expires.

8 Level 4: Sage 50 Application Specialist 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. Target learners Customers who want to get a comprehensive understanding of the advanced features of their Sage 50 Accounting product. Entrance requirements Level 3: Power User Delivery method method: Anytime learning This course takes approximately 4 hours to complete. Course outline Advanced inventory Intelligence reporting Advanced projects Import and export Data managements Company consolidation Assessments This online assessment consists of multiple-choice, multiple-response, and true-false questions. The minimum acceptable score for this assessment is 80%. This assessment is open book. You may use your training manual, class notes, product documentation, or online help during the assessment. You receive 2 attempts per registration. This exam will expire 120 days from registration date, so remember to take the exam before it expires.

9 Level 5: Sage 50 Bridging This course gets you up to speed on every new Sage 50 upgrade by walking you through every new feature, helping you save time and money. Target learners Customers wanting to get a better understanding of the new features and how to use them to their full potential. Entrance requirements Experience using a previous version of Sage 50 Delivery method method: Anytime learning This course takes approximately 1 hour to complete. Course outline All new features for the version of Sage 50 you are upgrading to. Assessments This online assessment consists of multiple-choice, multiple-response, and true-false questions. The minimum acceptable score for this assessment is 80%. This assessment is open book. You may use your training manual, class notes, product documentation, or online help during the assessment. You receive 2 attempts per registration. This exam will expire 120 days from registration date, so remember to take the exam before it expires.

10 Sage 50 Productively Tips and Tricks Boot Camp This seminar style boot camp is intended for customers who want to improve their productivity, as well as benefit from the powerful features available when working with Sage 50 Accounting. The one-day seminar is broken up into 4 sessions. Target learners Users who want to do more with Sage 50 and work more efficiently. Entrance requirements None Delivery method methods: Seminar Real-time learning This course takes approximately 7 hours to complete. Course outline Session 1 : Time saving tips and tricks. New and experienced users will be amazed at some of the shortcuts and other time-saving tricks available to all who use Sage 50 Accounting. Take ownership of your program by using shortcuts, saving templates you need, and customizing the interface to optimize your productivity. This session is dedicated to giving you your time back to focus on your business and your clients. Fast data entry: using the TAB key, customizing the interface, using keyboard shortcuts Service items Recurring transactions Daily Business manager Additional payment methods Automatic backups Mass updates for employees and price lists Batch reporting Session 2 : Banking tips and tricks. Whether you are starting with Sage 50 or you are an experienced user, becoming proficient with the banking features will help you avoid mistakes. You will also be able to obtain accurate and timely financial reports to make informed business decisions. Deposit slips Account reconciliation Resolved, outstanding, discrepancy, and unresolved amounts in the account reconciliation

11 Session 3 : Inventory tips and tricks Take your inventory management skills to the next level with our Sage 50 experts. Go beyond standard inventory management and learn advanced tips. Best practices Multiple units of measure Costing methods Assembly features Efficient reordering Location tracking Serialization Vendor associations Session 4 : Managing budgets Wish you were better at budgeting? No problem! Let Sage 50 experts help you! Learn how to create general budgets, project budget, actual vs. budget reports, import budgets from Excel, and much more! General budgeting tips Budget setup Account budgets Exporting and importing budgets Comparing actuals with budgets Updating budgets Projects budgets

12 Sage 50c: Combining the power of the cloud with Sage 50 Accounting Boot Camp This seminar style boot camp is intended for customers who want to move their business processes to the next level. We will show you how to take full advantage of the cloud features available with Sage 50c. Sage 50c includes the Sage 50 desktop program that you already know, as well as multiple connected services for anytime, anywhere access, such as Sage One, Sage Drive, and the integration with Microsoft Office 365. This 1-day course is divided into four sessions. Target learners Users who want to move their business processes to the next level by taking full advantage of the cloud features available with Sage 50c. Entrance requirements None Delivery method methods: Seminar Real-time learning This course takes approximately 7 hours to complete. Course outline Session 1 : Sage 50c overview and Sage Drive Learn about all the features available with Sage 50c. Become familiar with Sage Drive, which allows you to access your Sage 50 data from anywhere you have Sage 50 installed and have Internet access. Sage Drive eliminates the manual transfer of data using USBs or third party file transfer services that can corrupt the data, and makes it easier to collaborate with an accountant. What is Sage 50c Accounting? Sharing a file on Sage Drive Accessing a Sage Drive file from anywhere Inviting additional users to a Sage Drive file Session 2 : Mobile invoicing and bank feeds using the Sage One integration This session will show you how you can take your business on the road! You will learn how to create sales invoices and other transactions anytime and anywhere, and how to integrate with your online bank using Sage One. Sage 50 and Sage One integration Connecting Sage One to Sage 50 Sales invoices in Sage One Other transactions in Sage One Bank feeds in Sage One Downloading transactions from Sage One into Sage 50

13 Session 3 : Microsoft Office 365 integration: Sage Contact, and Cloud Backup Sage 50c with Microsoft Office 365 gives you the power of a desktop accounting solution and powerful cloud performance. During this session, you will learn about the integration, about backing up your Sage 50 data in the cloud, and about viewing contact financial information in Microsoft Outlook. Sage 50 and Office 365 integration Scheduling automatic cloud backups of your Sage 50 data Using Sage Contact to access customer and vendor information in Outlook Using Sage Contact from a mobile device Session 4 : Microsoft Office 365 integration: Sage Capture, and Sage Intelligence Reporting Cloud Learn about a more intuitive report builder, which lets you cut tasks down and generate meaningful reports from anywhere and on any device. See how to use the snap of a smartphone to record your receipts and upload them to Sage 50c. Sage 50 and Office 365 integration Recording an expense from a receipt with Sage Capture Accessing the receipt from Sage 50 Generating reports with Sage Intelligence Reporting Cloud Creating and customizing reports with Sage Intelligence Reporting Cloud

14 Sage 50 Year End Boot Camp This seminar style boot camp is intended for customers who want to tackle year end and are looking for guidance on how to start the new year on the right foot. Take advantage of all the features available in Sage 50 to help you save time and money when closing the year. This 1-day course is divided into two main sessions. Target learners Users who want to tackle year end and are looking for guidance on how to start the new year on the right foot. Entrance requirements None Delivery method methods: Seminar Real-time learning This course takes approximately 7 hours to complete. Course outline Session 1 : Calendar year Learn about calendar year ends in Sage 50 and about the steps to take when the new year starts. Calendar year end Calendar year end checklist Starting a new calendar year Final payroll Updating employee records for the new calendar year Generating T4 slips Generating RL-1 slips (If facilitating in Quebec). Installing Sage 50 updates Session 2 : Fiscal year Learn about fiscal year ends in Sage 50 and about the steps to take when the new fiscal year starts. Make sure you are not forgetting anything for the new year! Fiscal year end Financial statements Year end adjusting entries Fiscal year end checklist Starting a new fiscal year Updating budgets and other records for the new fiscal year Posting transactions in various periods

15 Sign up for your course Follow these step-by-step instructions to sign up online: 1. Visit SageU.com/Sage50AccountingCanada/LearningCentre/ 1 Log onto SageU.com If you re a student, select Log On. If you re new to Sage, select your product. 2. Below 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 Login. 6. On Sage home page, under Sage 50 Canadian Edition, search for training by topic, delivery format, or calendar. 2 Choose your method and training Find and select your method and training, and add it to your cart. 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 or Sage@Sage.com. Or call your training advisor directly for more information at or them Sage50CaTraining@Sage.com. 3 Set up a profile If you haven t already, set up your profile. 4 Check out that s it! Enter any applicable promo codes and make your payment.

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