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.

The Sage workshops follow on from the Level 1 and 2 courses, looking in detail at some specific Sage program areas.

Prerequisites

• • 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.
  • This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Course Content

• Stock Control (Sage Accounts Professional Only) - ONE DAY

  The Product module
  Stock Records & BOM
  Sales Orders and Purchase Orders
  The Shortfall Generator
  Stock Takes and Stock Adjustments
  Stock valuation & other reports

• Sage Credit Control - HALF DAY

  The importance of Credit Control
  The Sage Credit Control Ledger
  Credit Control Letters

• Budgets - HALF DAY

  Nominal Budgets
  Advanced Budgeting by department
  Budget reports

• Project Costing - HALF DAY

  The Project Ledger
  Cost codes and Types
  Project Records
  Assigning transactions to projects
  Project only charges and credits
  Project Charges and Credits

• Office and Email Integration - HALF DAY

  Creating a mail merge
  Sending Contacts to Outlook
  Setting up your email system
  Automatically emailing invoices / statements / reports
  Quick Export of information to Excel
  Excel Integrated Reporting

Included with this course

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