Join us in your location of choice for the Sage 50 In-Person Training Event on Sage 50 Accounting (Canadian) Advanced Topics and Hands-on Training.
Don’t miss out on this training on learning to streamline your accounting and bookkeeping processes.
Experience Sage 50’s in-product time-saving automated settings and features that make your life easier.
You don’t know what you don’t know!!!
Sage 50 In-Person Training Locations
New Brunswick: Moncton NE Construction Association – 297 Collishaw St., Moncton, NB
Alberta: Sandman Signature Hotel Edmonton South – 10111 Ellerslie Road SW, Edmonton, AB
British Columbia: Sandman Hotel and Suites Kelowna – 2130 Harvey Ave., Kelowna, BC
Manitoba: Sandman Hotel & Suites Winnipeg Airport – 1750 Sargent Ave., Winnipeg, MB
Saskatchewan: Sandman Hotel & Suites Regina – 1800 Victoria Ave. East, Regina, SK
New Brunswick: Moncton NE Construction Association – 297 Collishaw St., Moncton, NB
Alberta: Sandman Signature Hotel Edmonton South – 10111 Ellerslie Road SW, Edmonton, AB
British Columbia: Sandman Hotel and Suites Kelowna – 2130 Harvey Ave., Kelowna, BC
Manitoba: Sandman Hotel & Suites Winnipeg Airport – 1750 Sargent Ave., Winnipeg, MB
Saskatchewan: Sandman Hotel & Suites Regina – 1800 Victoria Ave. East, Regina, SK
Agenda
Day 1: All Day Tips and Tricks on Streamlining Your Sage 50 Company
8:00 am
Registration and Computer Setup
9:00 am
All Day Tips and Tricks on Streamlining Your Sage 50 Company
10:30 pm
BREAK
12:00 pm
LUNCH
1:00 pm
All Day Tips and Tricks on Streamlining Your Sage 50 Company
2:30 pm
BREAK
4:00 pm
Training Wrap Up
Day 2: Everything Payroll and Streamlining Account Reconciliation
8:00 am
Registration and Computer Setup
9:00 am
Everything Payroll and Streamlining Account Reconciliation
10:30 pm
BREAK
12:00 pm
LUNCH
1:00 pm
Everything Payroll and Streamlining Account Reconciliation
2:30 pm
BREAK
4:00 pm
Training Wrap Up
Day 3: Everything Year-End (Payroll and Company)
8:00 am
Registration and Computer Setup
9:00 am
Everything Year-End (Payroll and Company)
10:30 pm
BREAK
12:00 pm
LUNCH
1:00 pm
Everything Year-End (Payroll and Company)
2:30 pm
BREAK
4:00 pm
Training Wrap Up
Registration
The registration fee includes lunch, materials and open-room discussion.
Total 20 Seats: Registration closes when all seats are filled
Kelowna, BC
Early Bird Price:
in effect until September 22, 12:00 pm EST
Day 1 and Day 2 Sage 50 Training: $700
Day 3 Sage 50 Training: $350
Winnipeg, MB
Early Bird Price:
in effect until October 6, 12:00 pm EST
Day 1 and Day 2 Sage 50 Training: $700
Day 3 Sage 50 Training: $350
Session Details
Day 1: All Day Tips and Tricks on Streamlining Your Sage 50 Company
Day 1 Training has everything to do with learning that your business is set up for quick and easy processing of transactions; let’s keep it easy! The day is full of tips and tricks; you will discover various ways to record transactions more efficiently and streamline your Sage 50 company to save unnecessary wasted time. We will discuss CRA compliance, rules and guidelines, accounting processes, and best practices and experience business scenarios on how Sage 50 is fast and efficient in keeping accounting records clean and easy. This session is hands-on, so bring your computer and follow along with Let’s Try It, or you can also join without a computer.
• All-day Tips & Tricks
• Experience Sage 50 Enhanced View
• User Preferences and Company Settings
• Regular and Included Sales Taxes with GST/HST and PST Discussions
• Company Logo and Customizing Forms
• Tips & Tricks for Quick Sales Invoicing, Email or Batch
• Customize Receipts; Payments by e-Transfer, Credit Cards or Other
• Manage Customer accounts efficiently; Invoices, Credit and Debit Notes, Refunds
• Customizing Journal Windows
• Sales Invoice and Receipts Adjustments and Voids
• Understand why CN happens, how to avoid and correct
• Use the Drill-Down in Reports and quick access to reports
• Customize Deposit Types: Cheques, e-Transfer, Credit Cards, and Telpay.
• Vendor Records Mapping for Faster Data Entry
• Tips for Credit Card Charges; Statements recorded and reconciled in under 10 min.
• Customize Payment Types: Cheque, Bank Bill Payment, e-Transfer, Credit Cards, etc.
• Tax Codes (ITCs) for Meals and Entertainment
• How to record various month-end entries; Bank Charges, Installment Payments, Sales Tax Payable, Loans, Leases, Prepaid Expenses, etc.
• Recurring Entries and using the Daily Business Manager
CPD Hours: 6
Sue Dupuy
CPD Hours: 6
Sue Dupuy
Day 2: Everything Payroll and Streamlining Account Reconciliation
Day 2 Training has everything to do with Sage 50 Payroll and streamlining Account Reconciliation to reconcile accounts in minutes. We will start the day by reviewing Payroll setup, processing multiple Paycheque types, using direct deposit for various programs, accessing Payroll reports and more. Payroll is quick and easy in Sage 50. This session is hands-on, so bring your computer and follow along with Let’s Try It, or you can also join without a computer.
Everything Payroll
• Payroll Automation Setup
• TD1 Forms and Taxes Claim Codes
• Advanced Payroll Settings; Income, Deductions, Expenses, etc.
• Remittances, PRPP/VRSP, Linked Accounts and Expense Groups
• Paycheques, Batch Payroll, Direct Deposit
• Payroll Clearing Account and Direct Deposit Uploads
• Payroll Forms and Payroll Reports
• Vacation Pay, Advances, Loans and Bonuses
• Paycheque Errors and Adjustments
• EI and CPP for Employees, Business Owners, and Family Members
• Annual Salary Raise Notifications
• Record Of Employment (ROE)
• Payroll Maintenance
Everything Account Reconciliation
• How to complete Account Reconciliation
• How to clear and reset an old Account Reconciliation
• How to adjust old previous years’ outstanding amounts
• How to undo the last Reconciliation
• Reconciliation Reports
• Use the Reconciliation for other Accounts, such as Capital Assets, Customer Deposits, etc.
Day 1
CPD Hours: 2.5
Sue Dupuy
CPD Hours: 6
Sue Dupuy
Day 3: Everything Year-End (Payroll and Company)
Day 3 Training is everything to do with completing a company’s Payroll Year End with T4s and how to prepare a company’s accounting file for a Year-End review and analysis. When the company’s Year-End is complete, we will record the Year-End Adjusting Entries and update the company’s records. This session is hands-on, so bring your computer and follow along with Let’s Try It, or you can also join without a computer.
Day 2
CPD Hours: 2.5
Sue Dupuy
Payroll Year-End
• Review Payroll Reports
• Outstanding Paycheques
• Annual Pay Remittance Summary
• Vacation Pay Reconciliation, Errors, and Adjustments
• Employee T4 Settings and T4 Form Setup
• T4 Slips and Summary
• EHT and WSIB Payable
• Payroll Maintenance
• How to deal with PIER Reports
Company Year-End
• How to Prepare a Company’s Year-End and Review for Errors
• Accounts Receivable and Accounts Payable Subledgers
• Vacation Payable Subledger
• Inventory Subledger and Physical Count
• Adjust Customer and Vendors anomalies under/over amounts
• How to Write Off Bad Debts
• Manage Balance Sheet Accounts
• Account Reconciliations; Bank and Funding Accounts, Loans, etc.
• Liability Accounts Review; Corporate/Payroll Taxes, WCB, GST/HST, PST, Installments
• Year-End Adjusting Entries
CPD Hours: 6
Sue Dupuy
Your Host and Instructor
Sue Dupuy
President at Simply Training
Sage 50 Trainer
Sue Dupuy is a business advocate who always prioritizes what a business needs first. “Providing exceptional customer service and a trusted advisor is key to success in business.” Sue talks and trains from having 35+ years of industry experience, constantly evolving with the Sage 50 Accounting Program and consulting for businesses. Sue’s expertise comes from a strong business and accounting background and an understanding of accounting structures for any business. Sue takes a business’s current processes, breaks them down, finds what it needs, and then streamlines the process to save time and money. Sue has instructed Accounting and Accounting Software Courses at one of Canada’s top Colleges and has written curriculum for accounting programs (Sage 50 and QuickBooks), Accounting and Bookkeeping Courses. Being a part of Sue’s training is about passing on knowledge to attendees, teaching efficiency in using the accounting software, learning faster processes, and passing on best practices and advice to help administrative assistants, bookkeepers and business owners to be proficient at their work.
Training Reviews Mar 2023, Richmond, BC:
Sherri H., Finance Manager, Williams Lake, BC: “While I loved and learned so much from Simply Training’s online courses, there is no comparison between in-person and online. One of my biggest takeaways was that I want to learn more accounting to help me be even more efficient. All my questions were answered, even ones I didn’t know I had – how to adjust and clean up vacation pay. My favourite discussions were on using clearing accounts, WCB payable (who would have thought), more than one way to do everything, fewer clicks can be even fewer, don’t make things so complicated, and CRA rules discussions around GST. I’m still “recovering” from the workshop – so much incredible information along with a ton of “hey, keep learning and researching – it’s endless!” – I felt like I had my kids’ awe moment from “Apple Day” at SAGE!”
Jan M., Business Owner, Smithers, BC: “I thoroughly enjoyed the live training! Previously I learned a lot about Basic Bookkeeping and Sage 50 through Simply Training online courses; however, in-person definitely added to my knowledge. It was great to meet other like-minded people, hear their stories and challenges, and your responses to questions/help that clarified processes. My favourite was all the Tips & Tricks you shared in the training; I learned how to process entries faster and more efficiently and learned different ways of processing certain entries; so many good tips! I work more with Sage 50, and I’m definitely interested in anything else you teach in SAGE.”
Brittany K., Accounts Payable, Osoyoos, BC: “I plan on registering for your Sage 50 Full Course as I learned so many things we are doing incorrectly here at my workplace. I also mentioned to my employer that it could be an asset to my coworkers working in Sage 50. I enjoyed being able to ask questions and listen to the questions and answers from the other attendees on things I didn’t realize I was questioning. My favourite topics were year-end and payroll, which makes me wish we would switch back to doing payroll in-house with Sage 50. I absolutely recommend the 2-Day Sage 50 Training Event to anybody.”
Training Reviews Jan 2023, Toronto, ON:
Janie, VC Contracting, Windsor, ON: “I loved the sessions and will be looking forward to any future classes you will be holding. I enjoyed the Tips and Tricks session the most; I learned a lot, and it will be helpful for me in my business.”
Sandy, Accounting Consultant from Guelph, ON: “I enjoyed the open interaction with attendees and the questions that came up in the room.”
Sheryl, Lynch’s Accounting Services from Miramichi, NB: “I recommend this training; it was well-organized and easygoing, and comfortable asking questions. I learned some tips on how to do things faster, and I liked the year-end and CRA discussions the most.”
Michelle, Accounting Associate from Ottawa, ON: “I really enjoyed the training and enjoyed the T4 session the most.”
Hotels Near Event Venue
Attendees are responsible for their own Travel and Accommodations
Hilton Garden Inn Moncton Downtown
Address: 40 Highfield St, Moncton, NB E1C 5N3
Phone #: +1 (506) 382-3395
Distance from Event Location: 2.7 km
Hyatt Place Moncton/Downtown
Address: 1000 Main St, Moncton, NB E1C 1H5
Phone #: +1 (506) 857-7000
Distance from Event Location: 2.7 km
Canvas Moncton, Tapestry Collection by Hilton
Address: 55 Queen St, Moncton, NB E1C 1K2
Phone #: +1 (506) 800-8118
Distance from Event Location: 3.3 km
Delta Hotels by Marriott Beausejour
Address: 750 Main St, Moncton, NB E1C 1E6
Phone #: +1 (506) 854-4344
Distance from Event Location: 3.4 km
Four Points by Sheraton Moncton
Address: 40 Lady Ada Blvd, Moncton, NB E1G 0E3
Phone #: +1 (506) 852-9600
Distance from Event Location: 4.2 km
Hampton Inn & Suites by Hilton Moncton
Address: 700 Mapleton Rd, Moncton, NB E1G 0L7
Phone #: +1 (506) 855-4819
Distance from Event Location: 4.7 km
Sandman Signature Edmonton South Hotel
10111 Ellerslie Road SW, Edmonton, AB, T6X 0J3
The training takes place at the Sandman Signature Edmonton South Hotel, and for your convenience, we have secured a block of rooms at the rate of $144.00 CAD per night, plus applicable taxes. The room rate is effective for any nights of September 25-28, 2023 and is in effect until September 8, 2023. Rooms are subject to availability.
Room Type: Signature Executive 2 Queen Bedroom $144 CAD per night + taxes
The Hotel offers free parking and free WIFI and has two restaurants on-site, 24hrs Denny’s and Chop Steakhouse and Bar.
Reservations can be made with the following:
Group Name: Simply Training
Group ID: 306971
Group Code: 2309SIMPLY
Central Reservations Centre: Call the toll-free number 1-800-726-3626
Call Sandman Signature Hotel Edmonton South: (780) 430-7263
*Attendees must make their own hotel reservations. Simply Training is not responsible for travel arrangements, and the Hotel information provided can change at any time. The room block is subject to availability.
Sandman Hotel and Suites Kelowna
2130 Harvey Ave., Kelowna, BC, V1Y 6G8
The training takes place at the Sandman Hotel and Suites Kelowna, and for your convenience, we have secured a block of rooms at the rate of $147.00 CAD per night, plus applicable taxes. The room rate is effective for any nights of October 1-4, 2023 and is in effect until September 1st, 2023. Rooms are subject to availability.
Room Type: Standard Room 2 Queen Beds $147.00 CAD per night + taxes
The Hotel offers free WIFI and free parking and has a Denny’s Restaurant on-site.
Reservations can be made with the following:
Group Name: Simply Training
Block ID: 311935
Central Reservations: Call the toll-free number 1-800-726-3626 or call the Hotel Direct (250) 860-6409
Email: reservations@sandman.ca or res_kelowna@sandman.ca and provide the Hotel Name, Group Name and Block ID #311935
*Attendees must make their own hotel reservations. Simply Training is not responsible for travel arrangements, and the Hotel information provided can change at any time. The room block is subject to availability.
Sandman Hotel & Suites Winnipeg Airport
1750 Sargent Avenue, Winnipeg, MB, R3H 0C7
Room Type: Standard Room, King Bed $139 CAD + taxes
Room Type: Standard Room, Two Double Beds $139 CAD + taxes
The Hotel offers free airport shuttle service, free parking and free WIFI and has two restaurants on-site, 24hrs Denny’s and the Chop Steak House and Bar.
Reservations can be made with the following methods, use Block Code: 304094
Guest Support Centre: Call the toll-free number 1-800- 726-3626, and ask for the Simply Training rate: Block Code: 304094
Hotel Direct: Call the Hotel direct at 204-775-7263, Ext. 0 and ask for the Simply Training rate: Block Code: 304094
Email: res_winnipeg@sandman.ca and book under the Simply Training rate: Block Code: 304094
*Attendees must make their own hotel reservations. Simply Training is not responsible for travel arrangements and the Hotel information provided can change at any time.
Sandman Hotel & Suites Regina
1800 Victoria Avenue East, Regina, SK, S4N 7K3
The training takes place at the Sandman Hotel & Suites Regina, and for your convenience, we have secured a block of rooms at the rate of $139.00 CAD per night, plus applicable taxes. The room rate is effective for any nights of October 23-27, 2023 and is in effect until October 2, 2023. Rooms are subject to availability.
Room Type: King Suite with Sofa Bed $139 CAD per night + taxes
The Hotel offers free parking and free WIFI and has two restaurants on-site, 24hrs Denny’s and Moxies Restaurant (open 11 am – 10 pm).
Reservations can be made with the following methods, use Block Code: 2306SIMPLY
Guest Support Centre: Call the toll-free number 1-800-726-3626, and ask for Block Code: 2306SIMPLY
Email: reservations@sandman.ca and book with Block Code: 2306SIMPLY
*Attendees must make their own hotel reservations. Simply Training is not responsible for travel arrangements and the Hotel information provided can change at any time. The room block is subject to availability.