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Our Sage
training provides complete modular courses
covering 4 generic areas. Topics can be selected from:
Set Up &
Configure, Data
Entry & Book-Keeping, Period End
Routines and Stock Control.
Set Up &
Configure Sage Line 50/Instant
Who Should attend:
Mainly for new users who have just purchased Sage on a
recommendation from their accountant.
Course Contents
- Essential Settings
- Setting up the 3 ledgers: Nominal, Sales & Purchase Ledger
- The Chart of Accounts
- Customer and Supplier opening balances
- Nominal ledger opening balances
Data Entry &
Book-Keeping with Sage
Who should attend: Suitable for both
new and existing users of sage - how to enter, check and analyze
data.
Course Contents
- Supplier Transactions including entering invoices, credit
notes and recording payments to suppliers
- Customer Transactions including invoices, credit notes,
recording receipts
- Bank transactions & Recurring Entries
- Journal Entries
- Protecting your data
- Checking transactions
- Correcting Errors
Period End Routines
Who Should Attend: For users charged
with performing period end routines on Sage at Month End, Year End,
etc. (Some Sage users submit their data to their accountant for to
perform these period end routines - however some accountants expect
the client to attempt these routines ... or accountants need
training themselves)
Course
Contents
Month
End including:
-
Bank reconciliation
-
Credit Control
- Nominal Ledger Adjustments including Depreciation,
Prepayments & Accruals
- Producing Financial Reports
- Financial Reports
- Departmental and budget reports
- The VAT Return
- Year End
Stock Control on Sage
Who should attend: For existing users of Sage 50 using the stock
module and processing sales and purchase orders.
Course
Contents
-
Creating product reports & stock opening balances
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Purchase Order Processing
-
Sales Order Processing
-
Stock Take and Period End
-
Using Stock Reports to produce
Sales Invoices and Credit Notes
-
Stock Year End
Click here for
a printable version of Sage Course Outlines
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