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.

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