Training course

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 option or we can come to your site. Please contact us for a quote.

The Sage workshops follow on from the Level 1 and 2 courses, looking in detail at some specific Sage program areas.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Understand the specific program area covered, with a working knowledge of how to implement this into their existing Sage setup.

Prerequisites

  • It also assumes an understanding of the Sage accounts user interface, an ability to navigate through the Sage Accounts program and to process day to day transactions.
  • 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

  1. Stock Control (Sage Accounts Professional Only) - ONE DAY
    The Product module
    Stock Records & BOM
    Sales Orders and Purchase Orders
    The Shortfall Generator
    Stock Takes and Stock Adjustments
    Stock valuation & other reports
  2. Sage Credit Control - HALF DAY
    The importance of Credit Control
    The Sage Credit Control Ledger
    Credit Control Letters
  3. Budgets - HALF DAY
    Nominal Budgets
    Advanced Budgeting by department
    Budget reports
  4. Project Costing - HALF DAY
    The Project Ledger
    Cost codes and Types
    Project Records
    Assigning transactions to projects
    Project only charges and credits
    Project Charges and Credits
  5. Office and Email Integration - HALF DAY
    Creating a mail merge
    Sending Contacts to Outlook
    Setting up your email system
    Automatically emailing invoices / statements / reports
    Quick Export of information to Excel
    Excel Integrated Reporting

Training a team?

Run this course privately, on your dates

  • Private Flexible course content, flexible training date(s), flexible location(s), variable course 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 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.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

Which part of the course did you find particularly valuable

“Formulas and charts. Good overview of features”
S.K., Egger (Uk) Ltd, Excel Level 1
“The trainer made me feel very settled and explained everything in detail. Fantastic Course”
P.C., Hodgson Sayers Ltd, Excel Level 2
“Really helpful training session”
C., V4 Services Ltd, Microsoft Teams in Office 365 Essentials

Following this training what are you going to do differently

“Use my calendar alot more for work and personal use.”
J.L., Lhp, Outlook Essentials

Please select the words that best describe your learning experience

“For someone who hasn’t used computers much this was a great help”
G.H., Universal Wolf, Excel Level 1
“This course will change the way we format and present data in the department, saving us time and giving us a much better overview of our workload, budgets, and monthly stats.”
G.B., The Labour Party, Excel Level 3
“There are lots of little nuggets and time saving opportunities the time spent today has been invaluable, shame I haven’t completed it sooner would have saved me quite a lot of time!”
S.P., Impact International, Excel Level 2

Which part of the course did you find particularly valuable

“Working on the pivot table slicers and recording Macros.”
E.D., Tharsus, Excel Level 3

Other courses in this series Back to top

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  • Sage Payroll

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Related courses

Please contact us to discuss your Sage Accounts Additional Workshops 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 Additional Workshops 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 Additional Workshops course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:17:46 PM