2019 Customer Training Catalogue

2019 Customer Training Catalogue

2019 Customer Training Catalogue

1 2019 Customer Training Catalogue 2019 Course Curriculum Canadian Edition

2019 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: • 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

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 Live online training Self-study Hands-on labs Traditional, in-person classes scheduled for a specific time, date, and location. Virtual hands-on labs Live online course (just like the Hands‐on‐labs), but all in the comfort of your own home. Anytime learning Self‐paced, recorded how to videos, available whenever and wherever you are. Seminars In-person presentations led by an instructor, scheduled for a specific time, date, and location.

Real-time learning (WebEx) Online, instructor-led seminars scheduled for a specific date and time. 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 Private/customized training Need customized training to suit your type of business? Have a bunch of employees you need trained at your offices? This option is for you.

4 Training Course Details Level 1: Sage 50 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 files, as well as your general ledger. Target Learners Customers who want to get up and running as quickly as possible. Entrance Requirements None Delivery Method This course is available using the following training method: • Anytime learning Duration 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 • Basic Bookkeeping and Accounting concepts • Components and benefits of Sage 50cloud • Configure Sage 50 to use Sage Drive • Training options available Assessments • No assessment available for this course

5 Level 2: Sage 50 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. Target Learners Customers who want to get a fundamental understanding of their Sage 50 Accounting product. Entrance Requirements Level 1: Learn the Basics (recommended) Delivery Method This course is available using the following training methods: • Anytime learning • Hands-on lab • Virtual hands-on lab • Self-study guide Duration 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. However, you cannot run the Anytime Learning Videos while in the assessment. 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 30 days from registration date, so remember to take the exam before it expires. Take this course on its own or purchase our Combined Curriculum for more learning and more savings!

6 Level 2: Sage 50 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.

Target Learners Customers who want a comprehensive understanding of their Sage 50 Payroll module. Entrance Requirements Level 1: Learn the Basics (recommended) Delivery Method This course is available using the following training methods: • Anytime learning • Hands-on lab • Virtual hands-on lab • Self-study guide Duration This course takes approximately 8 hours to complete. Course Outline • Initial payroll preparation • Income setup • Deduction setup • User-defined expense setup • Employees • Opening balances • Paycheques • 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 • Set up and use direct deposit 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. However, cannot run the Anytime Learning Videos while in the assessment. 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 30 days from registration date, so remember to take the exam before it expires. Take this course on its own or purchase our Combined Curriculum for more learning and more savings!

7 Level 3: Sage 50 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.

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 This course is available using the following training methods: • Anytime learning • Hands-on lab • Virtual hands-on lab • Self-study guide Duration 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. However, cannot run the Anytime Learning Videos while in the assessment. 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 30 days from registration date, so remember to take the exam before it expires. Take this course on its own or purchase our Combined Curriculum for more learning and more savings!

8 Level 4: Sage 50 Application Specialist Overview This course focuses on the advanced features of Sage 50 including advanced inventory, advanced projects, import and export, 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 This course is available using the following training methods: • Anytime learning Duration This course takes approximately 4 hours to complete. Course Outline • Advanced inventory • Intelligence reporting • Advanced projects • Import and export • Data management • 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. However, cannot run the Anytime Learning Videos while in the assessment. 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 30 days from registration date, so remember to take the exam before it expires.

9 Sage 50 Productivity Tips and Tricks Boot Camp Overview 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.

Target Learners Users who want to do more with Sage 50 and work more efficiently. Entrance Requirements None Delivery Method This course is available using the following training methods: • Seminar • Real-time learning (WebEx) Duration 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. 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 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 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

10 Combining the power of the cloud with Sage 50cloud Boot Camp Overview In this seminar style boot camp, we will show you how to take full advantage of the cloud features available with Sage 50cloud.

Sage 50cloud includes the Sage 50 desktop program that you already know, as well as multiple connected services for anytime, anywhere access, such as Sage Business Cloud Accounting, Sage Drive, and the integration with Microsoft Office 365. This 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 50cloud.

Entrance Requirements None Delivery Method This course is available using the following training method: • Real-time learning (WebEx) Duration This course takes approximately 7 hours to complete. Course Outline Session 1 : Sage 50cloud overview and Sage Drive Learn about all the features available with Sage 50cloud using Sage Drive: • 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 Business Cloud Accounting 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 Business Cloud Accounting.

• Sage 50 and Sage Business Cloud Accounting integration • Connecting Sage Business Cloud Accounting to Sage 50 • Sales invoices in Sage Business Cloud Accounting • Other transactions in Sage Business Cloud Accounting • Bank feeds in Sage Business Cloud Accounting • Downloading transactions from Sage Business Cloud Accounting into Sage 50 Session 3 : Microsoft Office 365 integration: Sage Contact, and Cloud Backup 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, and generate meaningful reports from anywhere and on any device.

• 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

11 Sage 50 Time and Billing Overview Where did your hours go? Learn how to keep better track of billable hours and maximize your bottom line. Target Learners Users who want to learn how to use their time and billing module more effectivity Entrance Requirements None Delivery Method This course is available using the following training method: • Real-time learning (WebEx) Duration This course takes approximately 90 minutes to complete. Course Outline • Time slips • Invoicing customers • Paying employees • Time and billing reports. Assessments • No assessment available for this course

12 Making your mark with customized forms in Sage 50 Overview Stand out from the crowd and see how simple it is to customize sales quotes, invoices, and other forms to give your business a more professional appearance.

Target Learners Users who want to know how to customize forms within their Sage 50 product Entrance Requirements None Delivery Method This course is available using the following training method: • Real-time learning (WebEx) Duration This course takes approximately 90 minutes to complete. Course Outline • Customizing forms with the Sage 50 Form Designer • Send customized emails from Sage 50 Assessments • No assessment available for this course

13 Sage 50 Best Practices Overview We have compiled the best practices from Sage 50 experts with many years of combined experience with the application. Whether you are starting with Sage 50 or you are an experienced user, becoming familiar with these best practices will help you avoid mistakes, and save you time and money. Target Learners Users who want to learn how to avoid mistakes and save money and time when using Sage 50 Entrance Requirements None Delivery Method This course is available using the following training method: • Real-time learning (WebEx) Duration This course takes approximately 90 minutes to complete.

Course Outline • Storing the Sage 50 data • Sharing the data with other users • Automatic backups • The sample company • Updating records • Managing many years of data Assessments • No assessment available for this course

14 Sage 50 Year End Overview Learn how to tackle calendar and fiscal year ends and how to start the new year on the right foot. Make sure you are not forgetting anything for the new year! 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 This course is available using the following training method: • Real-time learning (WebEx) Duration This course takes approximately 90 minutes to complete. Course Outline • Calendar year end • Updating employee records for the new calendar year • Generating T4 slips • Fiscal year end • Updating budgets and other records for the new fiscal year • Posting transactions in various periods Assessments • No assessment available for this course

15 Managing budgets in Sage 50 Overview Wish you were better at budgeting? No problem! Let Sage 50 experts help you! Learn how to create general budgets, project budgets, actual vs. budget reports, import budgets from Excel, and much more! Target Learners Users who want to learn how to use the budget feature within Sage 50 Entrance Requirements None Delivery Method This course is available using the following training method: • Real-time learning Duration This course takes approximately 90 minutes to complete. Course Outline • General budgeting tips • Budget setup • Account budgets • Exporting and importing budgets • Comparing actuals with budgets • Updating budgets • Project budget Assessments • No assessment available for this course

16 Sage 50 to 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. Target Learners Users who want to learn about all the features available with Sage 50cloud Entrance Requirements None Delivery Method This course is available using the following training method: • Anytime learning Duration This course takes approximately 90 minutes to complete. Course Outline • Explain what Sage Drive is • Use the Sage Drive functionality • Explain the functionalities available with the Sage Business Cloud Accounting integration • Set up a Sage One account and the Sage 50 to Sage Accounting integration • Process sales invoices and expenses in Sage Accounting • Connect Sage Accounting to financial institution • Add transactions from financial institution to Sage Accounting • Download transactions from Sage Accounting into Sage 50 • Explain the benefits of the Sage 50 with Microsoft Office 365 integration • Connect Sage 50 with Office 365 • Use Sage Contact • Use Cloud Backup • Use Sage Capture • Use Sage Intelligence Assessments • No assessment available for this course

17 Intelligence Reporting Overview This course focuses on using Intelligence Reporting with Sage 50 Accounting--Canadian Edition. Target Learners Users who want to learn how to use their Intelligence Reporting Entrance Requirements None Delivery Method This course is available using the following training method: • Anytime learning Duration This course takes approximately 30 minutes to complete. 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 Assessments • No assessment available for this course

18 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.

19 Pricing Training Course Learning Method Virtual Hands-on- lab Hands-on- lab Anytime learning Seminar Real-time (WebEx) Training Guide Level 1: Sage 50 Learn the basic n/a n/a Free n/a n/a n/a Level 2: Sage 50 Accounting Module $ 798 $ 798 $ 439 n/a n/a US$ 69* Level 2: Sage 50 Payroll Module $ 399 $ 399 $ 219 n/a n/a US$ 49* Level 3: Sage 50 Power User $ 399 $ 399 $ 219 n/a n/a US$ 59* Sage 50 Combined Curriculum. Consists of – • Level 2: Accounting Modules, • Level 2: Payroll Module and • Level 3: Power User n/a n/a $ 712 n/a n/a US$ 109* Level 4: Sage 50 Application Specialist n/a n/a $ 109 n/a n/a n/a Sage 50 Productivity Tips and Tricks Boot Camp n/a n/a n/a $ 199 $ 199 n/a Combing the power of the cloud with Sage 50cloud Boot Camp n/a n/a n/a $ 199 $ 199 n/a Sage 50 Time and Billing n/a n/a n/a n/a $ 49 n/a Making your mark with customized forms n/a n/a n/a n/a $ 49 n/a Sage 50 Best practices n/a n/a n/a n/a $ 49 n/a Sage 50 Year End n/a n/a n/a n/a $ 49 n/a Sage 50 Managing Budgets n/a n/a n/a n/a $ 49 n/a Sage 50 to 50cloud n/a n/a $ 55 n/a n/a n/a Sage 50 Intelligence Reporting n/a n/a $ 55 n/a n/a n/a * Prices can fluctuate depending on the US$ to CAD exchange rate.

Also, does not include shipping charges

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