Course Overview

We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course follows on from the Introduction to Sage Accounts course, to look at some of the more intricate or less common tasks you might need to undertake.

Prerequisites

• • This course assumes basic knowledge of computer use – using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.
  • It also assumes an understanding of the Sage accounts user interface, an ability to navigate through the Sage Accounts program and to process day to day transactions.

Course Content

• The Bank Ledger

  Bank Recurring Entries
  Bank reconciliation (recap and queries)

• The VAT Return

  Running a VAT Return (recap)
  Checking and Reconciling the VAT Return
  Submitting the VAT return online
  VAT Reports
  VAT journals and payments

• Journal Entries

  Understanding the Nominal Ledger (recap)
  What is a journal?
  Understanding Debits and Credits
  Common journal postings
  Memorising and recalling journals
  Reversing Journals
  Understanding Prepayments and Accruals

• The Fixed Assets Ledger

  What is an asset?
  Creating Asset Records
  The Asset Ledger
  Understanding Depreciation postings

• Month End

  What is ‘ Month End’
  The Sage Accounts Month End Routine
  Customising your Month End routine

• Financial Reports

  The Profit and Loss Report
  The Balance Sheet Report
  The Trial Balance Report

Included with this course

• • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises