SAGE TRAINING – INTRODUCTION
This 2 day course is designed to give you a firm understanding of the basic principles of Sage Line 50 Accounts, from navigation through to creating and amending entries. An intensive one day introduction to Sage this course aims to give you a good understanding of how to process basic transactions and how to find information quickly and efficiently in Sage Line 50.
Led by high experienced practitioners this Sage training course involves working on numerous practical, hands on examples and exercises in a workshop environment. Our Sage trainers have many years of experience and our hands-on courses mean that you leave with lots of practical Sage tips and tricks.
Duration
Weekdays – 3 Days
Weekends – 5 month
Course Description
By the end of this Sage training course you will be able be comfortable using the basic features that Sage Line 50 offers. You will understand where to find key ledger, how to process invoices and bank receipts and how to process simple sales.
No previous experience of Sage is required although it is recommended that students have some knowledge of the principles of accounts and have basic PC experience, i.e. the ability to navigate the environment using a mouse and keyboard plus an understanding of computer file storage.
Career Prospects
Ability to navigate the environment using mouse and keyboard with computer file storage knowledge
You be able to process invoices and bank receipts as well as simple sales
Course Outline
- Accessing the Sage Line 50
- Understand how to move around the modules and links
- Use shortcut keys
- Error correction
- How to check, backup and restore data
NOMINAL ACCOUNTS
Create new and amend nominal codes
Structure the chart of accounts
View and understand entries within the activity section
CUSTOMER ACCOUNTS
Supplier payments
Customer receipts
Bank payments and receipts
Petty cash payments and receipts
Credit card payments
Bank transfers
SUPPLIER ACCOUNTS
Create new and amend supplier records
Supplier Defaults
Post batch invoices and credit notes
View and understand entries within the activity section
BANK TRANSACTIONS
Enter bank and cash transactions
Enter customer receipts; allocate credit notes, payments on account and refunds
Enter supplier payments; allocate credit notes, refunds and payments on account
Generate supplier remittances
SAGE TRAINING – ADVANCED
This 2 day Advanced Sage training course takes you beyond the core modules. It shows you how to look at and report on the data held within Sage Line 50 Accounts, the processes for Month End and Year End, credit control, depreciation, VAT, prepayments and accruals. It will show you how to search efficiently when looking for items, how to set up recurring items so that they don’t need multiple processing and how to prepare use management reports and integrate them with Microsoft Excel and Word.
This course is instructor led, and involves working on practical, hands on examples and exercises in a workshop environment. Led by highly experienced Sage trainers with many years of experience our hands-on courses mean that you will leave with lots of practical Sage experience as well as useful tips and tricks.
This training course is intended for those currently using or who have used the core modules within Sage Line 50 Accounts or other computerised accounting software. It will assume that you are comfortable with double-entry bookkeeping.
Duration
Weekdays – 3 Days
Weekends – 5 month
Course Description
By the end of this course you will be able to take full advantage of all of the tools and modules within Sage Line 50. With practice you will be a confident, advanced user of Sage and able to tackle most tasks quickly and efficiently.
Career Prospects
Advanced and effective user of Sage
Course Outline
Reconcile bank transactions and adjustments
Look at retrospective report (2011 only)
New export to Microsoft® Excel (2011 only)
SEARCH
How to use search criteria and wild cards
Do multiple level searches
How to undo a search
Configurable columns
CREDIT CONTROL MANAGEMENT
Use the communications and diary functions to help with credit control
Adding comments, notes and documents
Understand current and retrospective reports
Produce customer statements and letters
How to “Flag” invoices under dispute and the reason why
How to write off customer transactions and small account differences
VAT adjustment
RECURRING ENTRIES
Set up standing orders and other regular transactions
How to set up and process prepayments and accruals
Set up assets types
How to enter, apply n/l codes for automated posting and disposal of an asset
How to process the depreciation charge
Valuation reports
MANAGEMENT REPORTS
Understand, create new and amend existing Profit and Loss, budget, departmental, Quick Ratio and Balance Sheet reports
Batch reports
Use Microsoft® Excel and Word integration
IMPORTING TRANSACTIONS
Type of imports allowed
How to import transactions
Common errors and how to fix them
VAT
Prepare VAT returns and EC sales reports
e-VAT submission
How to set up Flat Rate scheme
PERIOD AND YEAR ENDS
Understand the procedures
Clearing transactions
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