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Unleashing The Power of Sage
and ACT
Madingley Hall
26th April 2012




Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS
Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878
Email: enquiries@boldfield.com Web: www.boldfield.com
What’s New in Sage 50
Karen Gibbons – Senior Consultant, Sage Division




Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS
Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878
Email: enquiries@boldfield.com Web: www.boldfield.com
Where are you coming from?

   What’s new to you all depends on your current version of Sage
    50

   Show of hands who is on the latest version?

    Who is on version 2011 or 2010?

    Who is on an older version?

   Let’s look at the major improvements made

in the last 3 versions of Sage 50.
What Changed in Sage 50 V2012?

    Significant improvements in speed and processing

    Quick Print.
Directly send sales orders, purchase orders, invoices and quotations to the
printer removing the need to select a layout every time one is produced

    Quick search.
Simple text search has been added to many lists

.
What Changed in Sage 50 V2012?

 Lock Date
Stop people from adding transactions to an accounting period
  you class as closed

 Corporation tax - Improved Reporting
Detail profit before and after tax

Taxation category in the Chart of Accounts layout.
What Changed in Sage 50 V2011?

 Bank Reconciliation
Add customer receipts or refunds as well as supplier
payments and refunds to adjust your records
The Retrospective Bank Reconciliation report has been
updated so that it now looks like a bank statement
Progress bar is displayed while your software is
performing a reconciliation.
What Changed in Sage 50 V2011?

 Activity Window
The customer, supplier and nominal activity windows now
  include the department associated with the listed transactions.

 Journals
Journals now include an Ex ref column

Use it to add more details about a journal.
What Changed in Sage 50 V2011?

 Favourite Views
 You can now set the software so that each time it opens it displays the area
 you use most often. You can also set your financial ledgers to display in list
 form, as a process map or as dashboard information.
What Changed in Sage 50 V2011?

 Charities (non profit organisations)
 A Profit and Loss and a Balance Sheet report can now be
 generated for each fund. Also, by choosing the chart of
 accounts for Charities when you install your Sage 50 Accounts,
 your software is automatically set for the needs of a non-profit
 organisation.
What Changed in Sage 50 V2010?

 Data Import Wizard
 The data import function in Sage 50 Accounts has been
 upgraded to provide customers with a much easier to use
 Wizard function, supporting both CSV and Microsoft® Excel files.

 You can now match any column in the data source to any of the
 pre-defined columns in the relevant table in the Sage 50 data
 files. Matching maps can be saved for later recall.
What Changed in Sage 50 V2010?

  Till Takings
Record Till Takings in a pre-defined bank account, and then record the banking
of the takings using Bank Transfer.

You can now record your till takings, then record the banking of those takings
  using bank transfer.

  Bar Coding
Product records can now have a bar code

Can represent a products, warehouse location, picking list,

BOM structure or other appropriate application.

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Unleashing the Power of Sage - What is New in 2012

  • 1. Unleashing The Power of Sage and ACT Madingley Hall 26th April 2012 Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: enquiries@boldfield.com Web: www.boldfield.com
  • 2. What’s New in Sage 50 Karen Gibbons – Senior Consultant, Sage Division Cambridge House, 91 High Street, Longstanton, Cambridge, CB24 3BS Telephone: +44(0)1954 789978 Fax: +44(0)1954 782878 Email: enquiries@boldfield.com Web: www.boldfield.com
  • 3. Where are you coming from?  What’s new to you all depends on your current version of Sage 50  Show of hands who is on the latest version? Who is on version 2011 or 2010? Who is on an older version?  Let’s look at the major improvements made in the last 3 versions of Sage 50.
  • 4. What Changed in Sage 50 V2012? Significant improvements in speed and processing Quick Print. Directly send sales orders, purchase orders, invoices and quotations to the printer removing the need to select a layout every time one is produced Quick search. Simple text search has been added to many lists .
  • 5. What Changed in Sage 50 V2012? Lock Date Stop people from adding transactions to an accounting period you class as closed Corporation tax - Improved Reporting Detail profit before and after tax Taxation category in the Chart of Accounts layout.
  • 6. What Changed in Sage 50 V2011? Bank Reconciliation Add customer receipts or refunds as well as supplier payments and refunds to adjust your records The Retrospective Bank Reconciliation report has been updated so that it now looks like a bank statement Progress bar is displayed while your software is performing a reconciliation.
  • 7. What Changed in Sage 50 V2011? Activity Window The customer, supplier and nominal activity windows now include the department associated with the listed transactions. Journals Journals now include an Ex ref column Use it to add more details about a journal.
  • 8. What Changed in Sage 50 V2011? Favourite Views You can now set the software so that each time it opens it displays the area you use most often. You can also set your financial ledgers to display in list form, as a process map or as dashboard information.
  • 9. What Changed in Sage 50 V2011? Charities (non profit organisations) A Profit and Loss and a Balance Sheet report can now be generated for each fund. Also, by choosing the chart of accounts for Charities when you install your Sage 50 Accounts, your software is automatically set for the needs of a non-profit organisation.
  • 10. What Changed in Sage 50 V2010? Data Import Wizard The data import function in Sage 50 Accounts has been upgraded to provide customers with a much easier to use Wizard function, supporting both CSV and Microsoft® Excel files. You can now match any column in the data source to any of the pre-defined columns in the relevant table in the Sage 50 data files. Matching maps can be saved for later recall.
  • 11. What Changed in Sage 50 V2010? Till Takings Record Till Takings in a pre-defined bank account, and then record the banking of the takings using Bank Transfer. You can now record your till takings, then record the banking of those takings using bank transfer. Bar Coding Product records can now have a bar code Can represent a products, warehouse location, picking list, BOM structure or other appropriate application.