Sage Instant Level 1
This outline is available as a private course.
Private courses can be held at your site or one of our training venues, and can be customised to fit your requirements.
You can choose to have a private course based on an existing outline or you can choose the most applicable lessons from a number of different outlines and consolidate them into one course.
We can also write bespoke courses to fit your specific requirements, whether you require training on a standard application or a bespoke inhouse system.
Please contact us to discuss this further on 0191 377 8377. Please contact us to discuss private course dates and locations |
Course Overview
This course introduces the Sage Instant Accounts program, and is ideal for those with a small amount of bookkeeping / 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
- This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.
- Although knowledge of bookkeeping / 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 Bookkeeping Level 1' would be recommended for those with no experience of financial systems at all.
Objectives
Course Content
Setting Up Sage Accounts
Installation and Setup(overview)
Setting your Financial Year
Setting your VAT scheme
Double entry (overview)
Tax Codes (overview)
Opening Balances (overview)
The Company Module
The Nominal Ledger (overview)
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
Why reconcile the bank?
Step by step bank reconciliation
Common problems with bank reconciliation
Error Corrections
Amending transactions
Deleting transactions
When and why transactions can't be amended / deleted
The VAT Return
Running a VAT Return
Checking and Reconciling the VAT Return
VAT Reports
Submitting your VAT return online (overview)
Reporting on Sage
Management Reports (P & L, Balance Sheet, Trial Balance)
Customer Reports
Supplier Reports
Nominal Reports
Using 'Search' for further analysis of Reports
Data Integrity
The Checkdata routine and File Maintenance
The Backup routine
Restoring Data
Training Options
- Private course at your company office throughout the UK, at one of our training venues (Durham, Newcastle or Washington) or at an independent location, convenient to you
- Bespoke course written to your specific needs, at your company office throughout the UK, at our training venue or at an independent location, convenient to you
- For further information please contact us on 0191 377 8377
What's Included
- Relaxed refreshment area at our training venues
- Lunch and refreshments when training is delivered at our training venue
Sage is a registered trademark of Sage PLC
Sage Instant training courses, Durham, Washington, Newcastle and throughout the rest of North East England
