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Course Sage Accounts Level 1
  • Course Duration1 Day
  • Course Options
    Private
    Private
    Flexible content, flexible date, flexible location, variable 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.

Overview
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.
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.
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.
What's included
    • Laptops are available for training delivered at client's premises
    • Lunch and refreshments when training is delivered at our training venues
    • Comprehensive course materials and exercises
    • Telephone and Email Support
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.

 

Course Dates Please contact us to discuss dates for this course, thank you

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk

Printed: 23 Aug 19

 

 

 

Contact us

  • Name*:*
  • Organisation:
  • Telephone:
  • Email:*
  • Message*:*
  • Send me a copy of this email
  • Send me course updates from time to time via email

    Your subscription will naturally terminate after your chosen time limit. We will get in touch just before the end so that you can subscribe again if you would like to continue receiving information after that point.

* Required Fields