Training & Consulting

Introduction What is Simply Accounting? Starting Simply Accounting Selecting a Set of Data Files Looking at the Simply Accounting Home Window Understanding the Chart of Accounts Saving Changes Company Information Printing the Chart of Accounts Understanding the Session Date Accounting / Non-Accounting Terminology General Module Linked Accounts General Journal Transactions Recurring Transactions Adjusting and Reversing General Journal Entries The General Journal Report Backing Up Simply Accounting Data Files Exiting Simply Accounting

Accounts Payable Creating & Modifying Vendors Setting Up the Shippers List Payables Module Linked Accounts Purchasing Inventory on Account Non-Inventory Purchases Purchases With Immediate Payment Recurring Entries Purchase Orders Filling a Purchase Order Creating a Purchase Invoice from a Purchase Order Viewing, Adjusting & Voiding Posted Payables Invoices Payables Payments Paying Vendor Invoices Making Prepayments Payables Reports

Accounts Receivable Creating & Modifying Customers Receivables Module Linked Accounts Accounts Receivable Sales Recurring Transactions Sales Quotes Accounting for Over-the-Counter Sales Viewing, Adjusting & Voiding Posted Receivables Transactions Receivable Receipts Receiving Payment on Invoices Adjusting/Reversing Receivables Receipts Applying Deposits/Prepayments Sales Returns Receivables Reports Inventory and Services Creating Inventory Accounts Creating Inventory Items Creating Service Items Changing Inventory & Service Data Inventory Module Linked Accounts Inventory Reports

Level 2 and Level 3

The main objective of this courseware is to introduce some of the more advanced functions and capabilities of Simply Accounting by Sage.  Simply Accounting by Sage new features will also be reviewed.

Courseware Outline - Level 2

Setting Up Data Files & Customizing Settings Creating a New Company Using the Setup Wizard Setting Up the General Ledger Entering Opening Balances Setting Up Linked Accounts Entering Vendors and Purchases History Entering Customers and Sales History Entering Inventory and Services History Entering Employees and Payroll History Finish Entering Historical Data Setting Up Sales Taxes	Payroll Overview and Setup Creating Employee Records Modifying Employee Records Payroll Linked Accounts Paying Employees Recurring Transactions Payroll Advances Viewing, Adjusting & Voiding Posted Payroll Transactions Entering Taxes Manually Payroll Reports	Banking and Credit Cards Setting up the Bank Reconciliation Setting Up an Account for Reconciliation Reconciling an Account for the First Time Reconciling an Account Working with Credit/Debit Card Transactions Entering Customer Sales on Credit Card Reconciling the Credit Card Account Creating & Setting Up Credit Cards for Purchases Enter Vendor Purchases on Credit Card Reconciling the Credit Card Statement
Reporting, Miscellaneous & Period End Procedures Creating Graphs Creating & Printing Financial Reports Using the Daily Business Manager Processing Transactions in the Daily Business Manager Using Checklists Checking Data Integrity & Compacting the Database Setting up Batch Printing Printing in Batches Month End Procedures Year End Procedures	Working with Foreign Currencies Dealing with Foreign Currency Setting Up Foreign Currency Setting Up A Foreign Currency Bank Account Setting Up A Vendor Setting Up For Sales to Foreign Customers Pricing Inventory & Services Setting Up Foreign Customers Tracking Import Duty Information Making Purchases Making Sales Using A Foreign Currency Foreign Currency Reporting

Courseware Outline - Level 3

 

 

 

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Training & Consulting