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Welcome to Sage Training - Course
Details
Sage Line 50 Training Introduction to Bookkeeping
Line 50 Stage 1
Line 50 Stage 2
Line 50 Stage 3
Line 50 Report Design
Sage Instant
Training
Sage Payroll
Training
Sage
Forecasting Training
Training Passports
Sage Job
Costing
If you would like us to help plan your training, call us
on 0161-456-3000.
Introduction to Bookkeeping
A one day course that gets right to the heart of bookkeeping
and accounting. Basic concepts and skills are introduced as
you discover everything you need to know about double entry
bookkeeping and the nominal, sales and purchase ledgers, helping
you to appreciate your Sage Line 50 or Sage Instant Accounts
system.
Many people are concerned about the complexity of double
entry bookeeping, and this course will show you in a straightforward
way how to do your books correctly. In one day, Sage will
have you using the terms such as Debit, Credit, Nominal Ledger
and Trial Balance. You will also leave with a thorough understanding
of all the basic bookkeeping skills you need. Once you’ve
completed this course, you’ll be ready to plunge into
Sage Line 50 with much more confidence.
Course overview
- Identify the differences between debits and credits and learn basic double-entry
- Discover the reasons for Nominal Ledger analysis
- Learn how to create a Trial Balance
- Understanding banking using double-entry
- How to record VAT using double-entry bookkeeping
- Understanding debtors and creditors control
- How to operate a Sales Ledger that links to the Nominal Ledger
- How to operate a Purchase Ledger that links to the Nominal Ledger
- Overview of computerised accounts and their benefits
Price: £225 + vat
 Sage Line 50 Accounts Stage 1
This course covers everything you need to know to get up
and running with Sage Line 50 in just 2 days!
Course overview
- Entering batch supplier invoices and credit notes
- Posting supplier payments including printing remittance advices, cheques and using e-banking
- Creating and printing service invoices and credit notes for customers
- Posting customer receipts and managing the Sales Ledger, including disputing invoices
- Dealing with contra entries
- Data entry routines including bank and cash transactions
- Processing bank recurring entries
- Interrogating accounts data using ‘Search’ for more accurate reporting
- How to backup and check data
- Correcting input errors
- Posting and correcting Journal Entries
- Customer payments and supplier refunds
Price: £450 + vat
Sage Line 50 Accounts Stage 2
This course is dedicated to all of the important
period end functions you will need to use. After this course
you can
utilise the standard month end, year end and other important
period end accounting functions (VAT return, for example!)
held within Sage Line 50. (2 day course.)
Course overview
- Perform a bank reconciliation by comparing your Sage transactions to the actual bank statement
- Credit Control Reports and running customer aged reports
- Preventing late payments by formalising credit terms and sending statements
- Dealing with late payments through letters, placing accounts on hold and late payment charges
- Dealing with bad debts by writing off and reclaiming VAT
- Setting up the Fixed Asset Register to deal with depreciation and disposal of fixed assets
- Understanding the role of prepayments and accruals
- Understanding the Profit and Loss, Balance Sheet and Budget reports
- Use departments to analyse different areas of the business
- Integrate with Microsoft® to produce mail merges and easily transfer information to Microsoft® Excel using integrated reporting
- Produce, check and submit a VAT Return
- Prepare for, and run the Year End
- Create multiple company accounts for associated companies or branche
Price: £450 + vat
Sage Line 50 Accounts Stage 3
This course rounds out the “core” Sage Line 50
knowledge with an in-depth look at invoice production, all
manner of stock control and reporting. Plus, bill of materials,
sales and purchase order processing, as well as all of the
Foreign Trader elements of the program. This is an essential
course for Accountant Plus and Financial Controller users,
and may save your accountants hours of time (and fees!) if
you know how to use these features. (2 day course)
Course overview
- How to plan and maintain stock records, post opening balances and record adjustments
Setting up multiple delivery addresses for your company, your customers and suppliers
- Look at the purchase order cycle, how to process from entry to delivery and match and post invoices to orders.
- Understand product pricing and discount structures
- Look at the sales order cycle, how to process from entry to despatch and links to other areas of Sage 50 Accounts Professional
- Performing stock takes and processing stock adjustments, dealing with stock returns and stock month ends
- Use the Bill of Materials function to assemble finished goods from stocked components
- Producing product invoices and credit notes
- Producing quotes and proforma’s
- Producing multiple invoices using recurring transactions, skeletons and duplicates
- Running a stock year end and making global changes
- Setting up foreign trader, producing foreign currency orders and receipts and creating foreign currency price lists
Price: £450 + vat
Sage Line 50 Report Design
This course lets you create your own high-impact layouts
that incorporate data from Sage Line 50. This will ensure
your company can easily present vital information in ways
that meet specific requirements.
Also learn how to amend existing stationery layouts to fit
in with your own business needs.
Course overview
- Creating new reports, using the report wizard, amending fixed reports, selecting variables, sorting information and laying out the page
- Inserting calculations into a report and changing the presentation of information
- Improving presentation by adding sub-totals and grand totals
- Adding filters to a report to select specific information
- Splitting debits and credits and producing meaningful transaction totals
- Adding ranges to a report
- Learn about selection filters, advanced filters and advanced criteria
- Creating overdue account letters and sales promotions using specific criteria and expressions
- Amending an existing invoice layout or creating one from scratch
Price: 450 + vat
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