Sage Accounting

This comprehensive training course covers the setup and in-depth processing within the Sage Accounting online product.  Sage Accounting is a 100% online accounting solution – as long as you have an internet connection, you can use Sage Accounting (One). 

This means you benefit from no desktop PC to sit at and no paying up front, automatic backups and full connectivity wherever you may be. You no longer have to worry about losing critical data, even if your machine fails.

Sage Accounting training course topics include planning and creating a new company, vendors and customers, banking, inventory and much more.

Sage Accounting provide a new interface that is easy to understand, while being easy on the eye – a world away from some of the dull and complex Windows based software that small business owners have come to associate with accounting.

Being internet based, the issue of Sage being a Windows based solution is a thing of the past, Mac users rejoice!

If you want to learn how to manage your business in an online environment, this course is for you.

Introduction:

This course is based on a combination of theory and practical hand-on training.

Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results

This course, Sage Accounting offers a comprehensive curriculum of results-oriented training that empower attendees to apply tools and techniques learned in this session, to meet the challenges they face every day.

This course combines a solid theoretical foundation with numerous practical examples and, extensive hands-on training exercises that have been designed to put the theory into practice. There are over fifty hands on exercises.

Starting Sage One Accounting:

• Sage One Accounting
• The online help and supporting documentation
• The sign up process for Sage One Accounting
• Logging into your company
• Navigating within Sage One Accounting

Maintain and administer your companies:

• Maintaining your companies
• Creating users and assign permissions
• The overview of cycles in accounting
• Changing your password
• My profile

Create and maintain your supplier master files:

• Supplier master files
• Creating your suppliers

Create and maintain your item master files:

• Item master files
• Creating your items

Create and maintain your customer master files:

• Customer master files
• Creating your customers

Processing supplier and customer documents:

• The different transactions
• Process supplier transactions
• Process customer transactions
• Processing with analysis codes
• Receiving and making payments

Other Functionalities:

• Quick views
• Generate reports
• Customer statement run
• The different reports in Sage One Accounting
• Favourites
• Losing your work

Part 2

Maintaining your companies:

• Maintaining your companies
• Setting up the company VAT periods
• Importing and exporting data

Suppliers, Items and Customers:

• Maintain existing suppliers
• Adjust supplier opening balances
• Maintaining your items
• Item adjustments
• Maintain existing customers
• Adjust customer opening balances
• Creating your sales reps

Create and maintain other master files:

• Multiple delivery addresses
• Other master files
• Creating your accounts
• Adjust accounts opening balances
• Sales and purchase accounts
• Account reporting groups
• Create your bank accounts
• Maintaining your bank and credit card accounts
• Adjusting bank and credit card opening balances
• Creating your assets
• Creating analysis codes

Processing and editing documents:

• Processing with analysis codes
• Editing documents

Processing banks and credit cards:

• Process banks and credit cards
• Reconcile banks and credit card transactions
• Import and map bank statements
• Automatic bank feeds
• Manage automatic bank feeds • Budgets

The accountant’s area:

• Control centre
• The accountant’s duties
• The accountant’s area
• Processing journal entries
• VAT returns and reports
• Processing other VAT related transactions