Course
Sage Accounts Level 1
Course Duration
1 Day
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.
Private Courses
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.
This course is available as a private event. A private event can be held at one of our venues, your location, or somewhere else if you prefer.
Prerequisites
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- 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
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- 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
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- Lunch and refreshments when training is delivered at our training venues
- Comprehensive course materials and exercises
Course Content
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Setting Up Sage AccountsInstallation and Setup (overview)
Setting your Financial Year
Setting your VAT scheme
Tax Codes (overview) -
General NavigationFinding your way around Sage Accounts
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The Company ModuleThe Nominal Ledger
Customising your Nominal Ledger
The Chart of Accounts
The Financials module -
Working with CustomersSetting 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 SuppliersSetting up Supplier Records
Setting up Supplier Defaults
Entering Supplier Invoices and Credits
Paying Suppliers -
The Bank moduleSetting 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 ReturnRunning a VAT Return
Checking and Reconciling the VAT Return
VAT Reports -
Further informationAlthough not covered in depth further information is provided on Reporting within Sage Accounts, Data Integrity (Checking data & backing up), and Error Corrections.
"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 it's 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
Other Courses In This Series
Sage Accounts Additional Workshops 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
Sage Accounts Level 2 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
Sage Payroll 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
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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 class sizes. Course materials included. Flexible course content. Expert trainers and tried & tested training methods. Course materials available online using your personal training account.
You can master Sage, please contact us to book a place or request a quote.
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Course Options
Please contact us to discuss options for this coursePrivatePrivateFlexible 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.BespokeBespokeBespoke 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.VirtualVirtualThese courses can be attended from anywhere.
- Virtual Training
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:4/28/2024 8:13:44 AM
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:4/28/2024 8:13:44 AM