Sage Accounts Level 1
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… More
- 1 Day
- Online or in person
- Private courses available
Course overview Back to top
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.
Included
- Lunch and refreshments when training is delivered at our training venues
- Comprehensive course materials and exercises
Course content Back to top
-
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.
Training a team?
Run this course privately, on your dates
What delegates say Back to top
Which part of the course did you find particularly valuable
“All valuable as I had not used Software before”
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”
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.”
“I found all the information useful and was able to follow all instructions given to me.”
“I found it valuable being taken through all the different sections in each module.”
“Great teaching, tailored to my requirements as I already had some knowledge”
“I have many new skills within the software that I will use on a daily basis”
Which part of the course did you find particularly valuable
“That it is important to not be as strict on the rules and regulations and to also use rapport. To review experience personally to learn from them.”
“It was brilliant”
“Very easy to follow and great to do from home”
“This course covered all aspects I needed”
“Very nice approach and teacher style”
Which part of the course did you find particularly valuable
“Formulas and charts. Good overview of features”
“Another very useful course that will help me in my job role, brilliant, thank you.”
“Very professional and interesting content that has left me feeling confident in my capabilities”
“Everything was useful”
“Enjoyed all of it learnt some useful quick tips I was not aware of and also functions that I’ve not come across. Liked the charts section too.”
Following this training what are you going to do differently
“Going to implement them into my work now I have a better understanding”
“Great course”
“Adele made this course easy to follow and we have learned a lot from today’s session.”
“The trainer unveiled a lot of well hid little sneak cheats on making life a lot easier whilst working in Word. Really enjoyed the training, I work mainly in Excel, so it was great to learn about Word, and I’m no longer afraid to work in it.”
“Very impressed, would recommend this course”
Other courses in this series Back to top
- You are here Sage Accounts Level 1
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Sage Accounts Additional Workshops
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Sage Accounts Level 2
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Sage Payroll
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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.
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 11/13/2026 6:24:45 PM