Sage Accounts Introduction
Course: Introduction to Sage Accounts
Duration: Two days
| Aims and objectives of the course | This course is designed for users of Sage Instant, Instant Plus or other versions of Sage accounts who have little or no knowledge of the programme.At the end of the workshop delegates will feel confident about using the programme to process financial transactions and produce simple accounts. |
| Who should attend | Those who wish to use Sage for recording financial transactions. |
| Pre requisites | Some knowledge of how to use the keyboard, mouse and other Windows systems is assumed. Those who have little or no knowledge of the structure of accounting systems should expect to spend some time on the concept of double entry book keeping. |
Course Contents
Initial stages
- Key Decisions Prior to Set Up
- Basic configuration of the system
- Nominal accounts
- Profit/Loss and Balance Sheet design, Financial Year settings
- Default settings
- Tax Codes
- Company Preferences
- Understand the choice of methods and implications for VAT Cash Accounting
- Creating customer and supplier accounts
- Changing/Creating Nominal codes and names
- Opening Balances
- Working with Supplier invoices.
- Working with Customer invoices
Bank Transactions:
- Payments
- Receipts
- Petty Cash
- Recurring payments
- Bank reconciliation and other month end procedures
Accruals and Prepayments
Contra-entries
Depreciation
Error Correction
Reports
Processing a VAT Return
Data Security