This Sage 50 Accounts course will help you learn how to process a business’ finances using this globally renowned accounting software. This is essential, interactive training using Sage Accounts, designed for those who already have an understanding of manual bookkeeping processes. 

This is a must-do course for anyone wanting to enhance their career working in accounts in roles such as Accounts Assistant, Finance Assistant, Bookkeeper, etc. It would also benefit business owners who manage their own financial records. 

Getting to grips with Sage will help you impress potential employers and with the format of the training, you’ll have skills that are immediately applicable to the workplace. 

Prior experience and understanding of manual accounting procedures would be necessary.

Key Benefits at a Glance

· Dynamic, interactive audio and visual instruction;

· Guided introduction to the software structure and location of features;

· Guided exercises to assist you in consolidating your learnings;

· Additional exercises to enhance your knowledge and simulate a workplace environment;

· Proven course content that can lead to a Pitman Training certification and an AAT qualification if desired.

Lesson Breakdown

There are 13 modules within this course and below you can read a full breakdown of what is involved in each: - 

Module 1 – Navigating the software, setting up company details, setting up the financial year, setting the program date, entering customer details and opening balances, entering supplier details and opening balances, backing up work, security, and protection of data

Module 2 – Restoring data, ledgers, and double-entries in Sage, opening assets, liabilities, and capital balances, budgets, opening balances in the nominal ledger, routine reports

Module 3 – Stock adjustments in, supplier invoices for goods and services, batch supplier invoices, error corrections, amending records

Module 4 – Create customer invoices, preview and print customer invoices, check on activity in customer accounts, update ledgers, generate customer letters, check communication history, enter new product details

Module 5 – Enter customer receipts for invoices items, enter customer receipts for non-invoiced items, enter customer receipts for part-payments, check the activity of account after part payment, produce statements for customers, use the diary feature 

Module 6 – Process payments made against supplier invoices, process bank payments, enter petty cash payments, restore the petty cash float, use the journal to correct errors, the structure of nominal accounts, new nominal accounts, trial balance

Module 7 – Reconcile monthly bank statements, print and view bank reports and day books, reports criteria, audit trail, correct basic entry errors, reconcile debtors and creditors control accounts

Module 8 – Deleting obsolete records, memorize and recall features for invoices, prompt payment discounts, credit notes for sales and purchases, processing stock returns

Module 9 – Payments on account, entering prompt payment discounts, entering bank receipts, memorize and recall with bank receipts, recurring entries, update journals for December

Module 10 – Adding users with restricted access, create a new product package, create a bill of materials, perform a stock take, produce special price lists, create a delivery address

Module 11 – Deleting a price list, sales orders, updating the ledgers, adding a carriage charge, allocating stock, placing holds on orders, canceling orders 

Module 12 – Purchase orders, marking purchase orders as “delivered”, updating the ledger, purchase order alternate address (drop-shipping), part-delivery of an order, canceling orders

Module 13 – VAT returns, trial balance, management accounts, budgets vs. actuals, year-end procedure