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1 Sage UBS - Accounting

In this section, you will learn how to record the key steps in the accounting cycle : Basic Create and maintaining journal. Enter journal entry and print journal voucher. Create and maintain budget with versioning. Foreign currency revaluation. Generate GST…

2 Sage UBS - Banking & Cash Flow

In this section, you will learn how to record the key steps in the banking & cashflow: Maintain bank / cash / credit card account. Explore the banking task flow. Enter sundry expenses transaction via payment entry. Enter fund transfer & reimbursement…

3 Sage UBS - Customer & Sales

In this section, you will learn how to record the key steps in the sales cycle : Maintain customer profile. Maintain sales control, such as allow / not allow zero price, allow / not allow selling above credit limit etc. Issue quotation to customer and record…

4 Sage UBS - Getting Started

In this section, you will learn how to get started with Sage UBS : Exploring Sage UBS. Create a new company. Maintain Chart of Accounts. Maintain Opening Balance. Perform GST setup. Understand the posting methods and perform posting to accounting. Setup numbering…

5 Sage UBS - Inventory

In this section, you will learn how to record the key steps in the inventory management: Add / Update item. Add / Update location Understand various costing methods available in the system. Enter opening stock. Perform inventory adjustment, inventory transfer…

6 Sage UBS - Supplier & Purchases

In this section, you will learn how to record the key steps in the purchase cycle : Maintain supplier profile. Issue purchase order to supplier. Create goods receive note for receiving and record a return when return faulty goods to supplier. Enter invoices…

7 Sage UBS - System

In this section, you will learn how to setup & maintain Sage UBS : Location to download the installer and steps to install the system. Setting up client-server environment (if need to). Activate license, deactivate license, reactivate license. Backup…

8 Sage UBS - Utilities

In this section, you will learn how to use some utility functions in the system: Enter journal entry via quick entry. Maintain and process recurring journal entries Recode master data codes. Maintain and apply user-defined fields. Customize report templates.…

9 Why is it difficult to reach Sage via the helpline? Featured

Thank you for calling Sage. Unfortunately we are experiencing heavy call traffic. This has overwhelmed our phone lines despite having a significant number of lines and agents. We sincerely apologize for this inconvenience. Nonetheless, to expedite matters,…

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