Line50 v12 - add IT up

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Line50 v12
Powerful accounting software for growing businesses
For more information on Sage Line 50 or any other
Sage product or service please call:
SAGE CUSTOMERS
0800 33 66 33
NEW CUSTOMERS
0800 44 77 77
REPUBLIC OF IRELAND
1 0800 255 300
This publication is not intended to form any contract for computer
software with Sage (UK) Limited or any of its subsidiaries (‘Sage’).
If you require a particular application or feature, the suitability of the
Program should be verified.
We make every effort to ensure that the contents of this, and all
other Sage publications, are correct and accurate. This publication
is for information purposes only and is not intended to form the
basis of any contract for the sale or purchase of the product being
described. No liability for errors will be accepted.
Sage (UK) Limited
North Park,
Newcastle upon Tyne,
NE13 9AA
‘Because Sage Line 50 Financial Controller is so easy to
use it has opened up a whole new world of possibilities
for us, helping our company expand while requiring the
minimum amount of time spent managing stock levels,
credit control, order processing and invoicing.’
Tel 0191 294 3000
Fax 0845 245 0297
www.sage.co.uk
Peter Dalton, Customer Relationship Manager,
Uniforms Direct (GB) Ltd
© Sage (UK) Limited 2005 T&C 08/05 9376K 6209679/DG.20
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Line50 v12
Powerful accounting software
for growing businesses
Powerful accounting software for growing businesses
Contents
Sage has been providing software
2
Powerful accounting software for growing businesses
more than 20 years.
3
The Sage Line 50 Solution
4
What’s new in version 12?
5
Which Line 50 product is right for your business?
7
Upgrading from earlier versions
8
Sage Line 50 features table
11
Integrated business solutions
12
Supporting your business in every way
and support to UK businesses for
Over this time, we’ve built a deep
understanding of the needs of all sizes
and types of business. We use this
insight to constantly develop our
products and services to meet the
changing requirements of
our customers.
Committed to investing in new
technology and development,
we can offer a comprehensive range
of integrated software that
encompasses accounts, payroll,
forecasting and other business needs.
The Sage range is also designed to
create a system that will promote
efficiency and grow with you as your
company develops - including our
market-leading product, Sage Line 50.
Choose Sage Line 50 take control
All businesses have their own way of
working, and whatever way this is,
Sage Line 50 software is designed to:
Give you full control over your
business finances
Help your company to grow - with
different people able to use the
system at the same time
Enable you to compete more
effectively - with accurate
management information
and reports
Cover all your accounting needs in
one package - from VAT returns to
credit control
‘Our aim at Sage is to develop ever-improving
software solutions that support small to
medium-sized businesses - the backbone of
our UK economy.’
Paul Stobart,
Managing Director, Sage (UK) Limited
Integrate with other software to
develop a more efficient
business system
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The Sage Line50 Solution
Sage Line 50 is a powerful business
management system, designed to
meet the needs of a wide range of
UK companies. The software has
been refined over many years to
take advantage of developments
in technology, and to reflect
Managing Your Business
Your accounting data contains
everything you need to know to run and
improve your business. Sage Line 50
makes this data easily available and in a
format you can use - presented and
stored so you have it available just
when you need it.
the changing requirements
of businesses. As a result,
Sage Line 50 offers control over
all areas of your business and
is the UK’s most successful
accounting program.
Managing Your Accounts
Your accounts can often become
just another laborious job to do.
Sage Line 50 makes running your
accounts as efficient as possible freeing you up to concentrate on
other areas of your business.
Managing Your Customers
and Suppliers
Managing your customers and
suppliers is becoming more critical in
today’s service-focused business world.
Do you know who your most profitable
customers are, or which suppliers
have the most reliable deliveries?
Sage Line 50 provides the tools
you need to easily and professionally
manage customers and suppliers.
Managing Your Cash Flow
Keeping track of cash flow is vital
for business success. Sage Line 50
lets you see how you can improve
your cash flow - from highlighting
outstanding payments, to prioritising
payments to improve your
credit control.
Managing Your Stock
Holding too much stock can be
expensive for any company, and
running out of stock can disrupt supply
or production. Sage Line 50 enables
you to manage your stock in the most
effective way for your business.
Why choose Sage Line 50?
Sage Line 50 is highly usable and
secure, with a choice of program to
suit your different needs.
What’s new in version 12?
Sage Line 50 has always been
designed with customer needs
in mind, but this time we’ve gone
that little bit further. We conducted
thorough nationwide research
Simple and efficient to use, with
a flexible installation process that
allows you to tailor the set-up to
suit your particular business
requirements
Securely and simply access your
Line 50 data from Microsoft Excel,
so key members of your company
can analyse and report on essential
business information without using
Sage Line 50 themselves.
Offers security and accountability
features such as Event Logging,
where user identity is logged against
activities; and Crash Checking to
help ensure you don’t experience
data corruption
Helps you control cash flow, such as
highlighting outstanding payments,
prioritising payments, automating
regular bills and invoices
Helps to check for duplicate
transactions and balance your books
Contains a suite of VAT audit
reports approved by Her Majesty’s
Revenue and Customs (HMRC)
Helps you manage your stock,
with product lists, records
and Intrastat Returns
A suite of features helping you to
record and analyse credit dealings,
maximise your cash flow and reduce
the likelihood of bad debts
involving our customers, business
partners and accountants. We’ve
taken into account 8,000 wishes
and requests, visited many
customers’ businesses, performed
surveys and carried out workshops
Customisable Look and Feel
Process Map View – so you
always know what to do, and how to
complete the next task. Simply click
on the next step in the Process Map.
Dashboard View - instantly view key
areas of your performance helping to
spot trends or issues.
List View - improved with
customisable smart columns and
new, easier navigation.
with customer, business partner
and accountant user groups.
We’ve used customer requests
and comments to make changes
that really matter:
Project Costing - IMPROVED*
Set and manage budgets, control
costs, allocate stock and assign
purchases directly to projects.
Quotation Handling
Analyse and report on the number
of orders you win and lose, how
long it takes to turn a prospect
into a customer, and monitor the
top performers in your sales team.
Discounting - IMPROVED
Sage Line 50 has always had an
effective discounting feature but with
version 12 you can see and change
discounts as you produce invoices
and orders.
Foreign Trading - IMPROVED**
An improved revaluation wizard and
new ‘revaluations’ tab on each foreign
currency bank record helps you keep
track of the true value of your foreign
currency assets over time.
* Accountant Plus and Financial Controller only
** Financial Controller only
Bank Reconciliation - IMPROVED
Save bank reconciliations part-way
through and see at a glance the
transactions already matched and
those remaining. Plus, keep a PDF of
each reconciliation for your reference.
Support for UK Charities
Running and reporting on charity’s
operations is now more efficient and
easier. Run and report on Fund
Management, Charity Specific Financial
Reports and Line 50 has a specific
chart of accounts.
Excel Integrated Reporting
- IMPROVED
Take any Sage Line 50 report and use it
in Excel – even bespoke reports you’ve
designed yourself.
Cash Sales**
Execute trade counter sales quickly and
easily. You can also choose which
documents you print following a sale.
Stock Allocations*
Allocate stock to sales orders, projects
or set aside for a specific purpose.
Bill of Materials*
Easily set up records of the basic kit of
parts. Record the use of stock items
needed, check if you have sufficient
stock levels and view or print details of
your assembled items.
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Which Line50 product is
right for your business?
Sage Line 50 version 12 provides a
range of business management
solutions to match your needs and
support your business growth.
Sage Line 50 Accountant
As the entry point to the range, Line
50 Accountant has all the standard
features you need to help you manage
all your customers and suppliers
professionally and ensure an efficient
cash flow for your business. The
analysis and reporting tools in all
Sage Line 50 programs ensure
your critical business decisions
are fully analysed and informed.
Sage Line 50 Accountant Plus
As you grow your numbers of
customers and your business
becomes more complex, the additional
features in Line 50 Accountant Plus
can help you manage more easily.
Whether you need to manage project
costs against budgets, control costs of
manufactured or assembled products,
or improve your stock management,
Line 50 Accountant Plus helps you
stay in complete control.
Working with your Customers and Suppliers
Settlement Discounts
Customer Discounts
Line 50
Accountant
Price Lists
Individual Customer Pricing
Multiple Delivery Addresses
Project Costing
Sage Line 50 Financial Controller
The advanced capabilities of
Line 50 Financial Controller make
it the ultimate business management
software for established small
businesses. With full control over
your entire customer and supplier
processes, as well as full foreign
currency capability, Line 50 Financial
Controller gives you an unrivalled
scope to grow and develop your
business.
Line 50
Line 50
Accountant Plus Financial Controller
Working with your Accounts
Department For Analysis
ADVANCED
ADVANCED
Quotation Handling Process
MAX 2 USERS
MAX 2 USERS
MAX 10 USERS
Fixed Asset
Financial Year Change
Journal Reversal
Cheque Printing
Foreign Currency Price Lists
Foreign Trader and Revaluation
Mix & Match Invoices and Sales Order
Multi-User
Working with your Products and Services
BASIC
Stock Control
BASIC
Bill of Materials
Stock Allocations
Cash Sales
Sales Order and Purchase Order Purchasing
Sales Order Fulfilment
ADVANCED
ADVANCED
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Upgrading from earlier versions
If you’re already using an older
version of Sage Line 50, you’re
probably wondering what’s
changed. The summaries below
will demonstrate how you and
your business would benefit
from upgrading.
If you’re upgrading from
version 11
You’ll immediately notice the
changes to the look and feel,
including Process Maps and
Dashboards. We’ve improved Bank
Reconciliation, Excel Integrated
Reporting and Project Costing. We
have added a Cash Sale option,
increased the number of components
on a Bill of Materials and made it
easier for you to view and amend
discounts while entering invoices and
orders. In addition, Financial Controller
now supports up to ten users.
If you’re upgrading from
version 10
Along with all the changes above,
you’ll also benefit from the Document
Manager and additional Credit Control
functionality including a Suggested
Supplier Payments option and a Days
Sales Outstanding graph. You will be
able to use the additional data security
features, including Event Logging,
Crash Checking, and will have the
ability to comply with all legislation
regarding Intrastat Reports. In addition,
if your accountant uses Line 50 Client
Manager, you will both benefit from the
transferring of your data electronically
via the Accountant Link.
If you’re upgrading from v9
You’ll also benefit from the ability to
create repeat invoices or orders and
enjoy the luxury of converting multiple
quotes and proformas into invoices.
The Cash Flow Planner allows short
term forward cash planning and you
can view outstanding payments both
in and out. Plus the Audit Assistant
allows you to identify suspect or
duplicate transactions in preparation
for an audit inspection.
If you’re upgrading from v8
You’ll also benefit from the ability
to analyse your data historically by
archiving a complete set of company
data. The Foreign Trader allows
you to process foreign currency
transactions in all major currencies,
create foreign currency price lists
and maintain foreign currency bank
accounts. You can have complete
control over your pricing structures
through the use of Individual Customer
Pricing and Custom Price Lists.
You can also store Multiple Delivery
Addresses for use when creating
invoices. In addition, using the latest
technology, you can send and receive
orders and invoices through
Transaction E-mail.
Whichever version you’re currently
using, we’re sure that you’ll enjoy
the new look and feel and the
new features in version 12.
The following tables will allow you to see
the specific functionality in more detail.
Working with Line 50
V8
V9
V10
V11
V12
New Process Maps – All Line 50 Variants
Each of the main areas of Line 50 has a map, showing you how to make light work of business
processes. Each Process Map consists of a set of steps, connected together to show a workflow.
New Dashboards – All Line 50 Variants
All main areas of Line 50 have a Dashboard View displaying a summary of your company’s key
information and providing a complete view of your company’s performance.
Improved Data Import – All Line 50 Variants
The Information Import Wizard makes it even easier to import customer records, supplier records,
transactions, stock and project records.
Improved Smart Columns - All Line 50 Variants
Choose the information you would like to see on screen.
Smart Totals and Smart Links - All Line 50 Variants
Quickly total vital information plus intelligent navigation allows you to view any transaction and hot link to
any corresponding information or source document.
Copy & Batch Change Facility – All Line 50 Variants
Take all of the effort out of creating new accounts and transaction. E.g. if a customer calls for a repeat
order, simply select the original and choose ‘copy’ to create a duplicate.
Working with your Customers and Suppliers
V8
V9
V10
V11
V12
New Quotation Handling Process – All Line 50 Variants
Version 12 includes analysis and reporting tools to help you track the conversion of quotations to orders
and invoices. You can also monitor the top performers in your sales team. Plus, Line 50 helps you to
see how many orders you win and lose, and how long it takes to turn a prospect into cash.
Improved Discounting – All Line 50 Variants
With version 12 you can see and change discounts as you enter invoices and orders. Whether you
want to apply one-off discounts to individual items, or across the board, Line 50 helps you provide your
customers with a clear indication of the total discount allowed.
Improved Project Costing – Accountant Plus and Financial Controller
As well as the Project Costing feature introduced in version 11, the improvements make it possible to
organise your projects into logical groups, record committed costs against projects, analyse rolled-up
costs and budgets and compare cost incurred against budgeted amounts.
Document Manager – All Line 50 Variants
Maintain control over all documentation relating to Customers, Suppliers, Products, Transactions etc.
You can store, view, modify and print attachments such as letters, price lists, delivery and assembly
instructions. The report generator capabilities have also been enhanced to include PDF output, allowing
you to share information even easier than before.
Credit Control – All Line 50 Variants
All credit control functionality is brought together in one central place. A Suggested Supplier Payments
option and Days Sales Outstanding graph help you measure the performance of your company against
industry norms and who best to allocate available funds to. A full credit history is available to control and
track all credit control related dealings with both customers and suppliers.
Repeat Invoices - All Line 50 Variants. Repeat Orders – Financial Controller
Enables you to set up the automatic production of regular bills and repeat orders. Useful for rent
collection, selling on credit or monthly membership fees.
Batch Conversion of Quotes and Proformas – All Line 50 Variants
Convert multiple quotes and proformas to order and invoice status.
Individual Customer Pricing and Custom Price Lists – Accountant Plus and Financial Controller
You can create price lists for the same types of customers e.g. Trade or Retail, or each product can be
set up to have a price for each of your customers.
Multiple Delivery Addresses – Accountant Plus and Financial Controller
Store multiple customers, suppliers and company delivery addresses to be used when creating
invoices etc.
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Working with your Accounts
10
V8
V9
V10
V11
New Support For Charities – All Line 50 Variants
Line 50 v12 has features designed to make running and reporting on a charity’s operations easier and
more efficient. We’ve included fund management, charity-specific financial reports, and an improved
chart of accounts designed just for charities.
Improved Bank Reconciliation – All Line 50 Variants
Save Bank Reconciliations part-way through. There is also a second window, so you can see at a glance
which bank transactions have already been matched to the statement and which remain. Plus, you can
keep a PDF image of each reconciliation – and refer back to it if you need to.
New Foreign Bank Account Revaluation – Financial Controller
The foreign bank revaluation wizard helps you set and review the date for revaluation, and all foreign
currency bank accounts feature a list of previous revaluations, so you can see exactly how the value of
these accounts has changed over time. You can also correct a previous revaluation straight from this list.
Plus if you make a retrospective change to a foreign currency bank account, then all the revaluations are
automatically updated.
V12
Working with your Products & Services
Improved Bill of Materials – Accountant Plus & Financial Controller
An easy-to-use Bill of Materials editor allows you to set up records of the basic ‘kit of parts’ for your
manufactured or assembled items. This editor allows up to 100 levels.
New Stock Allocation – Accountant Plus & Financial Controller
As well as allocating stock to sales orders, you can allocate to projects, or set aside stock for specific
purposes. The Stock Allocations screen will help you to reserve stock – you can then review and modify
these reservations, and when the time comes, just issue the stock to record the fact that you’ve used it.
New Cash Sales – Financial Controller
Line 50 v12 helps you to execute trade counter sales quickly and easily. The Cash Sale button is
configurable, so you can chose which documents should be printed.
Improved Excel Integrated Reporting – All Line 50 Variants
Microsoft Excel can now link directly to your Line 50 data so that directors and managers can access and
analyse accounts information without needing to use Line 50 themselves or have it installed on the same
PC. There are pre-defined worksheets where data is automatically imported and formatted, allowing you
to analyse specific commercial and financial information.
Accountant Link – All Line 50 Variants
Send information to your accountant electronically. The Accountant can then load, view and record
transactions. Corrections can be easily merged back into your data whilst you continue to process your
daily transactions.
Intrastat Support – Financial Controller
Set defaults, confirm goods to be included in the declaration and produce reports that can be submitted
to HMRC (Her Majesty’s Revenue and Customs). Once included in the return, goods are flagged as
reconciled and not included in future returns.
Accounts Analyser - All Line 50 Variants
Displays the nominal ledger as a comprehensive on screen set of charts that can be investigated in more
depth by drill down from the same screen. Stores snapshots of your business that can be compared to
last year’s instantly. The Accounts Analyser has been developed further to include comparisons with
budgets and prior years, giving you an immediate snapshot of your financial position.
Cash Flow Planner – All Line 50 Variants
Payment scheduler that allows short term forward cash flow planning. Displays at-a-glance outstanding
payments in and out and allows you to enter ‘what if’ scenarios.
Foreign Trader – Financial Controller
The ability to process foreign currency transactions in all major currencies, create foreign currency price
lists and handle foreign currency bank accounts.
Historical Data Analysis & Management Reporting – All Line 50 Variants
Archive a complete set of company data before running the year-end, effectively taking a snapshot of
your system. Analyse and report on archived data that is immediately available without having to restore a
back-up. Produce reports within your current set of data using previous year’s information, allowing you to
make informed business decisions.
Audit Assistant – All Line 50 Variants
Allows you to check your data for accuracy and helps prepare for an audit inspection. Identifies suspect
or duplicate transactions along with checking for possible VAT queries or errors.
Transaction E-mail – All Line 50 Variants
Allows orders and invoices to be sent and received by e-mail rather than by post. Imports received orders
and invoices directly into your accounts software so there is no need to re-key information.
V8
V9
V10
V11
V12
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Supporting your business in
every way
Integrated business solutions
Sage Line 50 is about more than
just doing the accounts. It’s part of
a range of integrated business
management solutions that can
help you control and manage all
aspects of your business.
Payroll
Sage Payroll Solutions take care of all
the complex and time-consuming tasks
in paying employees, accurately
completing Year End returns and
complying with all relevant
government legislation.
ACT!
More and more companies are using
contact management programs to
improve the way they work with their
customers. ACT! is a powerful contact
management solution that can be fully
integrated with Sage Line 50 - so
whoever takes the call from your
key customers can offer a quick
and professional service based on the
most up-to-date customer information.
Forecasting
Business success is built on continuous
planning. Sage Financial Forecasting
integrates with Sage Line 50 - using
your accounting data to produce a
sophisticated range of business
forecasts, and helping you to analyse
sales income, costs, profits and
financing requirements.
Manufacturing
SageCover
Sage Line 50 is used by thousands of
UK manufacturing companies, so we
now have a range of systems to
improve the control and efficiency of
manufacturing processes - all fully
integrated with Sage Line 50. From the
simple Bill of Materials add-on, to the
fully-featured Manufacturing Controller,
Sage Manufacturing Solutions
help you take control of your
manufacturing operation.
SageCover is a complete support
solution that’s designed to make sure
you get the most from your Sage
software. With a dedicated team for
each Sage product, you can be certain
of expert support and advice.
SageCover for Line 50 includes:
Unlimited support from 300
technicians for the cost of a local
rate call (lines open Monday to
Friday, 9am - 5pm)
Quarterly magazine packed with
business news, current legislation
and new product information
Briefings and articles offering
software support
Significant upgrade discounts, as
well as incentives for staying on the
latest version
Unlimited e-mail support, with 95%
of e-mails answered by the next
working day
Sage Additions
Sage Additions for Line 50 is an
innovative range of software solutions
that have been designed by specialist
developers to integrate with Sage
Line 50. They can provide you with a
tailored solution for a wide range of
business processes and specific
industry requirements; e.g. point of sale
technology for retail businesses.
Online business advice and helpful
fact sheets, available 24 hours a day
Training
Sage offers a wealth of training courses
at locations throughout the UK, as well
as self-study books and online courses
that you can follow in your own time,
without leaving the office. Our training
helps you and your staff to master your
Sage software quickly - letting you
focus on running your business.
Sage offers a comprehensive range of
business stationery, which is
guaranteed to be compatible with your
Line 50 software. The range includes
invoices, statements and payslips, and
we also offer a customisation service to
give your business that competitive
edge. Making the right impression with
customers and suppliers is important in
business, and investing in professional
stationery will make sure you promote
the best image for your company.
Stationery
Please contact us on 0800 33 66 33 for further details on any of our
supporting services.
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‘Because Sage Line 50 Financial Controller is so easy to
use it has opened up a whole new world of possibilities
for us, helping our company expand while requiring the
minimum amount of time spent managing stock levels,
credit control, order processing and invoicing.’
Peter Dalton, Customer Relationship Manager,
Uniforms Direct (GB) Ltd