Webinars for Sage 50 Accounts
Description

What you need

Join our free webinars using headphones or your computer's speakers. You don't need access to your Sage software. Simply register for sessions, watch live demonstrations, and ask Sage experts your questions.

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Cause
Resolution

Get started with Copilot in Sage 50 Accounts ** NEW **

Thursday 27 March 2pm + dates throughout April - Duration 45 mins

We're moving into a new business era powered by AI, with Sage Copilot integrated into your team, you will significantly enhance productivity and efficiency so you can spend that freed up time on the things that matter the most to you and your business. Join our expert team and discover how Sage Copilot can provide insights with demonstrations including:

  • Managing debt
  • Managing inventory
  • Business performance
  • Improving data accuracy
  • Report analysis
Register now

 

Earn your Management Reports 2025 digital badge

Between 31 March and 10 April we're running sessions that help you get to grips with management reporting in Sage 50 Accounts, from creating new nominal codes and running reports to using the Business dashboard. Boost your knowledge, increase your confidence and earn your digital badge by simply attending at least 5 of the 6 topics available plus a quiz session.

 NOTE: Watching recordings doesn't count towards earning the digital badge.

Topics

 NOTE: Attendance is tracked based on your email address, so please don't register using multiple emails as these will not be merged. If you can't access your work emails from another pc, simply forward your registration email to an email address that you can access.


 

March

 

Departments

Thursday 20 March 2pm / Wednesday 26 March 11am - Duration 45 mins

One of the more advanced analysis options in Sage 50 Accounts is Departments. Although called departments, the feature can be used in whatever way is appropriate for your business, for example, to analyse transactions by different branches, regions, cost centres or any other use you require. The webinar introduces you to the Departments option and explains:

  • Uses for the Departments option
  • How to set up and edit departments
  • Entering transactions
  • Analysis and Reporting

Register now


Credit Control - Customers Chase debt view

Friday 21 March 11am - Duration 45 mins

The Chase debt view in the Customers module is a great option if you work in credit control or just want a better understanding of the who/what/when of your customer outstanding balances.

Note: Chase debt view is not available in Sage 50 Accounts Essentials.

Register now


Understanding transaction grouping ** NEW **

Friday 21 March 2pm / Thursday 27 March 11am - Duration 45 mins

This session looks at how transactions group in Sage 50 Accounts and covers grouping criteria, settings, and explains what is meant by the terms headers and splits.

Register now


Sage 50 Accounts - Credit Control - Processing Bad Debt

Monday 24 March 2pm /Friday 28 March 11am - Duration 45 mins

Learn how to write off customer bad debt and how to post your journal adjustment to recover the VAT element.

Register now


Streamline your data with Filters and Quick Search

Tuesday 25 March 11am - Duration 45 mins

Learn about the Filter and Quick search options in Sage 50 Accounts. These options enable you to filter your lists and quickly locate and access records and this adds flexibility to your reports by targeting specific data. We'll also cover wildcards for advanced filtering.

Register now


Departments

Wednesday 26 March 11am - Duration 45 mins

One of the more advanced analysis options in Sage 50 Accounts is Departments. Although called departments, the feature can be used in whatever way is appropriate for your business, for example, to analyse transactions by different branches, regions, cost centres or any other use you require. The webinar introduces you to the Departments option and explains:

  • Uses for the Departments option
  • How to set up and edit departments
  • Entering transactions
  • Analysis and Reporting

Register now


Budgets - Advanced Budgets

Wednesday 26 March 2pm - Duration 45 mins

This webinar follows on from 'Budgets - Part 1' and explores the advanced budgeting methods that are available in Sage 50 Accounts Standard and Professional. We'll cover the following methods:

  • Advanced Budgeting - Nominal Code
  • Advanced Budgeting - Departmental Overview
  • Advanced Budgeting - Department In-Depth

For each method we'll explain how to configure the software and how to enter budget values.

Note: The Advanced Budgeting methods are not available in Sage 50 Accounts Essentials.

Register now


Understanding transaction grouping ** NEW **

Thursday 27 March 11am - Duration 45 mins

This session looks at how transactions group in Sage 50 Accounts and covers grouping criteria, settings, and explains what is meant by the terms headers and splits.

Register now


Get started with Copilot in Sage 50 Accounts ** NEW **

Thursday 27 March 2pm + dates throughout April - Duration 45 mins

We're moving into a new business era powered by AI, with Sage Copilot integrated into your team, you will significantly enhance productivity and efficiency so you can spend that freed up time on the things that matter the most to you and your business. Join our expert team and discover how Sage Copilot can provide insights with demonstrations including:

  • Managing debt
  • Managing inventory
  • Business performance
  • Improving data accuracy
  • Report analysis

Register now


Credit Control - Processing Bad Debt

Friday 28 March 11am - Duration 45 mins

Learn how to write off customer bad debt and how to post your journal adjustment to recover the VAT element.

Register now


Running your year end

Friday 28 March 1pm - Duration 45 mins

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Register now


 

Earn your Management Reports 2025 digital badge

Mark your calendars and earn your Management Reports 2025 digital badge. Between 31 March and 10 April we're running sessions that help you get to grips with management reporting in Sage 50 Accounts, from creating new nominal codes and running reports to using the Business dashboard. Boost your knowledge, increase your confidence and earn your digital badge by simply attending at least 5 of the 6 topics available plus a quiz session.

 NOTE: Watching recordings doesn't count towards earning the digital badge.



 NOTE: Attendance is tracked based on your email address, so please don't register using multiple emails as these will not be merged. If you can't access your work emails from another pc, simply forward your registration email to an email address that you can access.


#1 - Nominal records

Monday 31 March 2pm / Thurs 3 April 2pm - Duration 45 mins

Learn about the Nominal codes ledger, it's structure and how to set up new Nominal records. We'll also cover the options available within a record.

Register now


#2 - Working with the Chart of Accounts

Tuesday 1 April 11am / Monday 7 April 2pm - Duration 45 mins

Having a good understanding of the chart of accounts is essential when it comes to creating new nominal records and running your management reports. We'll explain what the chart of accounts is, how to create new layouts or simply amend your existing one to help you personalise your key management reports.

Register now


#3 - The Trial Balance, Profit & Loss and Balance Sheet

Tuesday 1 April 2pm / Tuesday 8 April 11am - Duration 45 mins

Learn about the 3 key management reports in Sage 50 Accounts. We'll demonstrate how to run them, the structure and the information they contain and explain how they calculate.

Register now


#4 - Running management reports for a previous or future financial year

Wednesday 2 April 11am / Tuesday 8 April 2pm - Duration 45 mins

Learn about the options for running your management reports for a previous or future financial year. For example, generating a P&L when you haven't yet ran a year end. We'll cover the standard management reports, using an archive and also the transactional based management reports.

Note: Transactional based management reports are not available in Sage 50 Accounts Essentials.

Register now


#5 - Reconciling your aged debtors and creditors reports

Wednesday 2 April 2pm / Wednesday 9 April 11am - Duration 45 mins

Reconciling your aged reports against your month end and year end management reports is a common task, ensuring that the figures match. However, there may be occasions where this is not the case and this is a query we regularly support our customers with. Join this session and you'll learn how to check your figures and if there is a difference what to look for.

Register now


#6 - Business Dashboard

Thursday 3 April 11am / Wednesday 9 April 2pm - Duration 30 mins

The Business Dashboard is a great feature that gives you the key business data you need at a glance. There are dashboards you can use straight away, or you can dive right in and create your own. It's really easy to set up and use.

Register now


#Quiz - Test your knowledge

Friday 4 April 11am / Thursday 10 April 11am - Duration 60 mins

Each round will be themed around the topics we’ve covered throughout this webinar series. It’s the perfect way to challenge yourself, have fun, and see how much you’ve learned to earn your digital badge.

Register now


Get started with Copilot in Sage 50 Accounts ** NEW **

Friday 4 April 2pm + dates throughout April - Duration 45 mins

We're moving into a new business era powered by AI, with Sage Copilot integrated into your team, you will significantly enhance productivity and efficiency so you can spend that freed up time on the things that matter the most to you and your business. Join our expert team and discover how Sage Copilot can provide insights with demonstrations including:

  • Managing debt
  • Managing inventory
  • Business performance
  • Improving data accuracy
  • Report analysis

Register now


Report Designer - Before you think about changes!

Monday 14 April 11am / Friday 25 April 11am - Duration 45 mins

Our support team are often asked how to create new reports in Report Designer, and it’s also a regular search in our Help Centre. With so many reports readily available in Sage 50 Accounts, it’s likely that the report already exists, or the data in the relevant list screen can be manipulated and quickly sent to Excel. So, before you jump in, join this session and we’ll explain the basics. We’ll cover: Selecting records; Setting up and using custom fields; Applying filters and using wildcards; Showing and hiding columns and sorting your lists.

Register now


Batch Reporting

Tuesday 15 April 11am / Wednesday 30 April 11am - Duration 30 mins

Learn how to set up and run Batch Reporting in Sage 50 Accounts. This can be a great time saver at month end, year end or any other point when you need to run multiple reports.

Note: This option is not available in Sage 50 Accounts Essentials.

Register now


Running your year end

Tuesday 15 April 2pm / Wednesday 23 April 2pm / Thursday 1 May 2pm - Duration 45 mins

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Register now


The Month End option

Wednesday 16 April 11am / Tuesday 22 April 2pm - Duration 45 mins

How do you run a month end? Do you even need to? Join this session and you'll learn what you need to know about the Month end option in Sage 50 Accounts.

Register now


Inactive Records

Wednesday 16 April 2pm / Thursday 24 April 2pm - Duration 45 mins

Learn how to flag records as being inactive and easily filter them from your active records. We'll run through a series of live demonstrations and explain the criteria that a record must meet to be able to be flagged. The following records can be flagged as inactive:

  • Customers and Suppliers
  • Nominal codes and Bank accounts
  • Products and Services

Register now


VAT Return - Part 1 - Prepare and reconcile with ease

Tuesday 22 April 11am / Tuesday 29 April 2pm - Duration 45 mins

Join us to understand all of the options within the prepare and reconcile tabs of the VAT Return, giving you the confidence to run your VAT Return accurately.

Register now


The Month End option

Tuesday 22 April 2pm - Duration 45 mins

How do you run a month end? Do you even need to? Join this session and you'll learn what you need to know about the Month end option in Sage 50 Accounts.

Register now


Sage 50 Accounts - Reports - Nominal Activity Report

Wednesday 23 April 11am / Friday 2 May 11am- Duration 45 mins

This webinar looks at the Nominal Activity report, explaining how to run it and what it shows.

Register now


Running your year end

Wednesday 23 April 2pm / Thursday 1 May 2pm - Duration 45 mins

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Register now


VAT Return - Part 2 - Effortlessly complete and submit your return

Thursday 24 April 11am / Wednesday 30 April 2pm - Duration 45 mins

Join us for this session where we walk you through some of the follow up steps post reconciliation including VAT transfer journals, making your VAT payment and submitting your figures to HMRC under Making tax digital or the Revenue.

Register now


Inactive Records

Thursday 24 April 2pm - Duration 45 mins

Learn how to flag records as being inactive and easily filter them from your active records. We'll run through a series of live demonstrations and explain the criteria that a record must meet to be able to be flagged. The following records can be flagged as inactive:

  • Customers and Suppliers
  • Nominal codes and Bank accounts
  • Products and Services

Register now


Report Designer - Before you think about changes!

Friday 25 April 11am - Duration 45 mins

Our support team are often asked how to create new reports in Report Designer, and it’s also a regular search in our Help Centre. With so many reports readily available in Sage 50 Accounts, it’s likely that the report already exists, or the data in the relevant list screen can be manipulated and quickly sent to Excel. So, before you jump in, join this session and we’ll explain the basics. We’ll cover: Selecting records; Setting up and using custom fields; Applying filters and using wildcards; Showing and hiding columns and sorting your lists.

Register now


VAT Return - Part 1 - Prepare and reconcile with ease

Tuesday 29 April 2pm - Duration 45 mins

Join us to understand all of the options within the prepare and reconcile tabs of the VAT Return, giving you the confidence to run your VAT Return accurately.

Register now


Batch Reporting

Wednesday 30 April 11am - Duration 30 mins

Learn how to set up and run Batch Reporting in Sage 50 Accounts. This can be a great time saver at month end, year end or any other point when you need to run multiple reports.

Note: This option is not available in Sage 50 Accounts Essentials.

Register now


VAT Return - Part 2 - Effortlessly complete and submit your return

Wednesday 30 April 2pm - Duration 45 mins

Join us for this session where we walk you through some of the follow up steps post reconciliation including VAT transfer journals, making your VAT payment and submitting your figures to HMRC under Making tax digital or the Revenue.

Register now


 

May

 

Running your year end

Thursday 1 May 2pm - Duration 45 mins

This webinar explains the year end process from start to finish, including how to prepare for and run your year end and provides an overview of the optional post-year end tasks.

Register now


Sage 50 Accounts - Reports - Nominal Activity Report

Friday 2 May 11am- Duration 45 mins

This webinar looks at the Nominal Activity report, explaining how to run it and what it shows.

Register now


 

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Watch recordings

If you can't make it, or missed a session you can watch a recording.

View previous recordings


 

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