• Up

In this section:

• Introduction
• Setting up Bank Reconciliation
• VAT Return Process
• Use of Nominal Codes
• VAT Codes
• Fixed Assets
• Credit Control Letters
• Credit Management & Control
• Reports
• Keyboard Shortcuts
• Importing
• Word Merge
• Excel Link

Sage Line 50 (or Instant) is more than an accounting system as it also handles a great many business processes. If you have not yet used parts of the system such as SOP or POP this overview is a great place to start to get an idea of what these modules do and how you may want to use them in your business.

Customer Process

Sage offers multiple starting point for the customer process depending on which modules you have and if you choose to use them.

The best starting point is with Sales Order Processing as this utilises most of the features of the customer process, however, if you have no backlog of orders or do not need to know how much pipeline work you have then you could choose to start in the invoicing module.

If you use an external system to generate invoices then you may want to start in the ledger.

Supplier Process

The supplier process starts with Purchase order processing, even if you do not use stock POP enables you to track the contingent liability and to easily verify invoice values and delivery of goods when the invoice arrives from the supplier.