Training Course

Sage Accounts Level 1

PDF
1 Day
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 introduces the Sage Accounting program, and is ideal for those with a small amount of book keeping / financial knowledge, but who are new to Sage. It covers the basics of how Sage works, along with all of the day to day transactions which you are likely to come across when using Sage Accounts programs day to day.

Private Training

Flexible dates, location and content. All prices exclude VAT.

Course Prerequisites

    • Although knowledge of book - keeping / accounting terminology and manual double entry is not specifically necessary to use Sage Accounts, a basic understanding is helpful and attendance of the introductory course 'Sage Book Keeping - Overview and Introduction' would be recommended for those with no experience of financial systems at all.
    • This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Course Objectives

    • Be confident in navigating around the Sage 50 Accounts program.
    • Understand the Sales, Purchase and Nominal Ledgers within Sage, and how these work together.
    • Set up records within Sage Accounts.
    • Process day to day transactions within Sage Accounts, including: Sales Invoices and Receipts, Purchase Invoices and Payments; Bank and Cash transactions.
    • Produce standard reports from Sage Accounts, including: VAT returns and reports, Aged debtor and creditor reports, Profit and Loss and Balance Sheet reports.

Included with this course

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

Sage Accounts Level 1 Course Content

  • Setting Up Sage Accounts

    Installation and Setup (overview)
    Setting your Financial Year
    Setting your VAT scheme
    Tax Codes (overview)

  • General Navigation

    Finding your way around Sage Accounts

  • The Company Module

    The Nominal Ledger
    Customising your Nominal Ledger
    The Chart of Accounts
    The Financials module

  • Working with Customers

    Setting up Customer records
    Setting up Customer Defaults
    Creating Invoices and Credits to print
    Entering Invoices and Credits (printed on a different system)
    Receiving money from customers

  • Working with Suppliers

    Setting up Supplier Records
    Setting up Supplier Defaults
    Entering Supplier Invoices and Credits
    Paying Suppliers

  • The Bank module

    Setting up Bank Accounts
    Making payments where there is no invoice
    Receiving money where there is no invoice
    Direct Debits and Standing Orders
    Bank Reconciliation

  • The VAT Return

    Running a VAT Return
    Checking and Reconciling the VAT Return
    VAT Reports

  • Further information

    Although not covered in depth further information is provided on Reporting within Sage Accounts, Data Integrity (Checking data & backing up), and Error Corrections.

 

Private Training

Flexible dates, location and content. All prices exclude VAT.
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  • Sage Accounts Level 1 Course Options
    Private
    Private
    Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
    Bespoke
    Bespoke
    Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
    Virtual
    Virtual
    These courses can be attended from anywhere.
  • Virtual Training

Course Reviews
"I have many new skills within the software that I will use on a daily basis"

B.E. Nordem Ltd, Sage Accounts Level 1

"Great teaching, tailored to my requirements as I already had some knowledge"

B.E. Nordem Ltd, Sage Accounts Level 1

"I found it valuable being taken through all the different sections in each module."

E.M. Newcastle GP Services, Sage Accounts Level 1

"I found all the information useful and was able to follow all instructions given to me."

E.M. Newcastle GP Services, Sage Accounts Level 1

Following this training what are you going to do differently "I have not used Sage before, so this has given be a good insight of what it's about. I will be able to start using it feeling a bit more confident."

E.M. Newcastle GP Services, Sage Accounts Level 1

Which part of the course did you find particularly valuable "I found the whole course very valuable, I had no previous knowledge of sage and the trainer was very patient and explained the course in great detail"

N.D. Newcastle GP Services, Sage Accounts Level 1

Which part of the course did you find particularly valuable "All valuable as I had not used Software before"

N.R. NGPS, Sage Accounts Level 1

"Superb course. Possibly the best course I have been on in 22 years in the Fire Service."

J.W. Durham Darlington Fire Rescue, Excel Level 3

"Very valuable and practical information. Helped develop team work"

A.M. Tyne Health, HR Essentials

"Enjoyable and very useful day course, Excel confidence has improved markedly already!"

P.T. South Tyneside Council, Excel Level 2

"[The trainer] was very professional and great at explaining the various areas of the course."

J.H. Alnwick Medical Group, Coaching and Mentoring

Which part of the course did you find particularly valuable "Learning how to set up various working calendars to interlink with a project and creating visuals for reporting on the project."

F.W. Nissan, Microsoft Project Essentials

Following this training what are you going to do differently "Use autoformulas to comprise sheets"

S.C. Burnetts Solicitors, Excel Level 2

"It was excellent"

J.B. Tyne and Wear Pension Fund, PowerPoint Essentials

Which part of the course did you find particularly valuable "As a new user to Power BI I found the whole course really valuable but Stuart's explaining of the 7 steps to setting up a report was especially valuable."

J.H. NHSBSA, Microsoft Power BI Desktop

Following this training what are you going to do differently "I will be able to present and manipulate data at work in a more efficient way. I have learned a lot of new techniques which help to make processes quicker. I will not be scared to see what Excel can actually do and using my booklet I can take my time and keep learning as I grow my confidence in the use of the system."

S.A. Fujifilm Diosynth Biotechnologies, Excel Level 2

"Everything was useful and delivered very well."

B.W. Tyne Wear Fire Rescue Service, Excel Level 2

Please select the words that best describe your learning experience "For someone who hasn't used computers much this was a great help"

G.H. universal wolf, Excel Level 1

"Excellent course"

G.N. , PowerPoint Essentials

Are there any aspects of the course which you feel require improvement "No, excellent pace and plenty of hands on experience"

J.H. Breedon Northern Ltd, Crystal Reports Level 1

"Trainer was excellent, very enthusiastic and knowledgeable."

A.M. Nissan, Excel Level 2

Which part of the course did you find particularly valuable "All were a good foundation to work from and give me the building blocks to do better"

P.B. Parkdean Resorts, Project Management Essentials

 

Private Training

Flexible dates, location and content. All prices exclude VAT.

 

Please contact us to discuss your Sage Accounts Level 1 course, we have many solutions available to ensure you receive the best training possible.
Your Sage course can be delivered online or in-person.  You can choose your learning path and delivery style.  Learn in-person or online with our virtual classrooms.  Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Sage Accounts Level 1 course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account.  You can master Sage, please contact us to book a place or request a quote for your Sage Accounts Level 1 course.

General Information

Sage is a registered trademark of Sage PLC Sage Accounts Introduction training courses, Durham, Washington, Newcastle, North East England
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:3/27/2025 4:01:39 AM