Sage Classes

• Accounts Payable set-up and configuration
  • Divisions
  • Bank Codes
  • Sales, Sales Tax and Terms Codes
• Interface with other MAS90/200 modules
• Daily Processing Functions
  • Vendor Maintenance & Inquiry
  • Invoice data entry and Invoice Adjustments
  • Payment processing and check printing
  • Reversing and voiding posted payments
  • Applying and processing Debit and Credit memos
• Accounts Payable reporting options
• Period End Processing
• Invoice & Payment History Inquiry
• How dates are used in Sage MAS 90/200 software as it relates to Accounts Payable
• Basic navigation options in MAS90/200 including Advance Look-up

• Accounts Receivable set-up and configuration
  • Divisions
  • Bank Codes
  • Miscellaneous Billing Codes
  • Sales, Sales Tax and Terms Codes
• Interface with other MAS90/200 modules
• Daily Processing Functions
  • Customer Inquiry and Maintenance
  • Entering invoices and adjustments
  • Invoice History Inquiry
  • Cash Receipts including writing off bad debts and applying credits
• Reporting Options
• Period End Processing including Finance Charges and Statements
• Basic Navigation options in MAS90/200 including Advanced Look-up

• Setup Process
  • Control Pricing Options
  • Price Code Maintenance
  • Unit of Measure Conversions
  • Product Line Maintenance
  • Warehouse Setup
  • Buyer/Planner Codes
  • Item Valuation Changes
  • Item Delete/Renumber/Merge Processes
• Daily Processing Functions
  • Inventory Maintenance
  • Reordering Methodologies
  • Item Pricing Setup
  • Inventory Transaction Processing
  • Item Quantity and Cost Adjustments
• Physical Count Processing
• Reporting Highlights
• Period End Processing
• I/M integration with other Sage MAS 90/200 modules

• Setup Process
  • G/L Account Number Format
  • Fiscal Year Maintenance
  • Setting up the Chart of Accounts
  • Account Groups Maintenance
  • Department and Source Journal Maintenance
• Daily Processing Functions
  • General Journal Entries
  • Transaction Journal Entries
  • Recurring Journal Entries
  • GL Account and Transaction Inquiries
• Budget Setup and Maintenance
• Reporting Options
• Period and Year End Processing
• Utilities such as: Account Delete/Renumber/Merge, Generating Accounts, Deleting Accounts, Recalculating GL Account Balances, Purging History
• Data Exchange (Import and Export)
• G/L integration with other Sage MAS 90/200 modules
• Review of Bank Reconciliation module and steps on how to balance

(This class is offered on demand only and special arrangements need to be made with Bennett/Porter).

• Setup Process
  • Customer Maintenance
  • Division Maintenance
  • Salesperson Maintenance
  • Miscellaneous Charge Maintenance
• Daily Processing Functions
  • Sales Order Entry Processing
  • Picking Sheet and Sales Order Printing
  • Recording Pre-Payments
  • Shipping Data Entry
  • Invoice Processing
• Reporting
• Master and Repeating Orders
• Debit and Credit Memos
• Order Tracking
• Period End Processing
• S/O integration with other Sage MAS 90/200 modules

• Setup Processes
  • Defining Earnings and Deductions
  • Maintaining Payroll Tax Tables
  • Building a List of Employees
  • Entering Pay Information
  • Calculating Payroll Taxes
• Payroll Processing
  • Printing Checks and Check Registers
  • Recording Direct Deposits
  • Printing Quarterly Reports
  • Printing W-2 Forms
• Reporting Options
• Quarter and Year End Processing
• P/R integration with other Sage MAS 90/200 modules

Sage Purchase Order – [slider title="Topic Details"](This class is offered on demand only and special arrangements need to be made with Bennett/Porter.)

• Setup Processes
  • Ship To Maintenance
  • Miscellaneous Charge Code Maintenance
  • Vendor Price Level Maintenance
  • Pricing Schedules
• Daily Processing Functions
  • Purchase Order Entry
  • Automatic Purchase Order Generation
  • Receipt of Goods
  • Receipt of Vendor Invoices
• Material Return and Requisition Processing
• Reporting Options
• Period End Processing
• Reconciling the Purchases Clearing Report
• P/Ointegration with other Sage MAS 90/200 modules

(This class is offered in January and December only.)

Each 2 1/2 hour class is broken into three sessions:

• Core Accounting
  • Time Sensitive Reporting
  • Data cleanup
• Payroll
  • Archiving data for processing before printint W-2s
  • Time Sensitive Reporting
• Distribution
  • preparing now for an accurate year-end cutoff
  • Physical Count
  • Time Sensitive Reporting

All sessions will cover

• Special Considerations for each Module
• Closing Checklists
• Purging and Cleanup Options
• Helpful Hints