How to use Sage Bookkeeping software (version used in this lecture is v9).
What you'll learn
Course Goal: By the end of the course you will be able to complete various common functions using Sage
In this course, you will learn how to:
Enter the opening balances
Amend the nominal ledger
Add new customer and supplier details
Post customer invoices and credit notes to the sales ledger
Post supplier invoices and credit notes to the purchase ledger
Enter the supplier cheques and record the customer receipts
Post Petty Cash transactions
Prepare the VAT return
Reconcile the bank
Post the wages journal
Post adjustments to the accounts and produce month-end reports
Requirements
You will need access to Sage accounts in order to complete the assignment (any version)
Description
Sage Accounts course is about how to use Sage based on the most popular functions which you as a Sage operator needs to know how to use, in order to be proficient in using the software.
The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:
Read the task
Watch the video
Have a go at it yourself on your own system
Rewatch the video (if necessary) - to reinforce the learning
You’ll learn how to set up a Sage system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.
This is a useful course if:
You are thinking of working with the software,
You are going for jobs which have a requirement for you to be able to use this software
You want to put this skill on your CV, or
You are a bookkeeper or accountant and will be using this for clients or even
You run your own business and want to know how to use Sage for yourself.
You will need to get hold of a copy of Sage yourself. This lecture is based on v7. It's not that dissimilar to today's version. The instructor is usually online to answer student queries for 2 hours each day.
The course materials includes:
the handout of the assignment task
Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.
The course will take about 3-4 hours to complete.
Who this course is for:
Bookkeepers and Accountants who will be using this for their clients
Students who are going for jobs where the requirement is working knowledge of Sage Accounts
Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment
Previous knowledge of accounting is not presumed or require
Lisa Newton BA MSc AAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards).
Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.
Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel.
Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.
In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.
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