Creating Users and Setting up User Permissions - Sage Cloud Accounting

This video demonstrates Creating Users and Setting up User Permissions on sage cloud accounting.

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Estimated structure to cover Pastel Accounting Areas
1. INPUT: Edit and Setup Tabs : 2 hours
Includes among others:
1.1 Adding and Setting up a new company
1.2 Adding and Editing Customer, Supplier and Inventory Masterfiles/Accounts
1.3 Creating and Editing Users and User Permissions
1.4 Adding and Editing Sales Representatives/Agents/Sales People
1.5 Adding and Editing Payment Terms(discounts)
1.6 Adding and Editing Price-lists
2.PROCESSING : Process tab - 3 Hours
Includes among other:
2.1 Processing Cashbook Payments and Receipts.
2.2 Processing Customers, General and Supplier Journals
2.3 Processing Opening Balances
2.4 Performing/ Processing Bank Reconciliation
2.5 Processing Supplier and Customers Documents
2.5.1 Quotations
2.5.2 Orders
2.5.3 Goods Received Notes
2.5.4 Invoices
2.5.5 Credit and Debit Notes
3. OUTPUT: 1 Hour
3.1 Printing/Viewing Customer & Supplier Documents
3.2 Printing/ Viewing Customer, Suppliers & Inventory Masterfile Listings
3.3 Printing/Viewing Customer, Supplier Age Analysis
3.4 Printing/Viewing Financial reports
3.4.1 Trial Balance
3.4.2 Income and Financial Position(Balance Sheet) Statements


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