Training Course

Sage Accounts Level 1

PDF
Course Duration: 1 Day

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 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.

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.

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 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.

Included with this course

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

 

Private Training

Private course
Flexible date and location
Please quote for prices

  • Course Options

    Private courses:
    Private course
    Flexible date and location
    Please quote for prices
  • Call us on
    0191 377 8377
    to discuss your requirements.
    Mon-Fri 9am-5pm.
    Ask a Question
  • 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 it39s 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

Are there any aspects of the course which you feel require improvement I thought the structure of the course was perfect. I was really impressed by the prepopulated worksheet.

B.T. Egger, Excel Level 2

Very enjoyable course with a lot of good information in a short time.

J.R. Hitachi Construction Machinery Uk, Excel Level 2

Training was all relevant and met expectations

T.W. Watmos, Outlook Overview and MS Teams for Hosts

What were the most useful aspects of the course To see that we all had the same issues as no formal training had been done before. These issues can with the help of the course now be sorted.

H.D. Her Majestys Prison and Probation Service, Minute Taking

Are there any aspects of the course which you feel require improvement No it was really useful

G.T. Lyha, PowerPoint Essentials

Gave me very valuable tools to use

J.C. Great North Air Ambulance Service, Time Management

Which part of the course did you find particularly valuable Isolating my key tasks and how to field some of the distractions.

V.W. North East Business Innovation Centre, Time Management

I enjoyed it.

J.C. Lincolnshire Housing Partnership, Document Storage in Microsoft Office 365

Following this training what are you going to do differently I will share my reports more widely

A.L. Proctor &Amp; Gamble Product Supply Uk Ltd, Microsoft Power BI Desktop

Any other comments or recommendations Enjoyable 2 days, not overbearing and very informative

J.G. Benfield Park Medical Group, Introduction to Management

Which part of the course did you find particularly valuable All of it, but mostly use of formula and tables

S.H. Gsk, Excel Level 2

How would you rate the course content overall A good coverage of all the theories needed to manage a team

R.R. Welwyn Components Ltd, Introduction to Management

Covered at an appropriate pace to accommodate all learners in the group

G.T. , Microsoft Power BI Desktop

Following this training what are you going to do differently I will definitely approach new projects in a more logical and efficient way.

R.M. Iamproperty, Adobe After Effects Advanced

Insert art design, insert picture window, cover page, table layout. Copy paste option reset picture transparency. Background removal. Design water mark page.

A.A. Merton, Word Essentials

 

 

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 get a quote for your Sage Accounts Level 1 course.
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:6/23/2026 12:26:57 PM