Sage 50 Accounts 2017

About this course

Sage is a renowned business accounting programme, used regularly in businesses across the globe. 

During this interactive course you’ll be guided through how to complete various bookkeeping tasks such as managing customer and supplier information, ledgers and double-entry processing, invoicing and bank reconciliation and more. 

Depending on how you prefer to train, you could study in one of our dedicated training centres. There you’ll learn at a pace that suits you using the interactive audio and visual instruction. Or, if you would prefer to study online from home, all you need to do is let our Course Advisors know before you commence your training and they can arrange with you to provide you with a student copy of the software to utilise during your studies. Please note if you do wish to go down the distance learning route, costing and time limits may vary so please clarify this with our Course Advisors at your local centre. No matter how you choose to study, you’ll have the full support and encouragement of our team throughout your training. 

Once you’ve successfully completed the course you will have complete confidence in your ability to use this popular accountancy software as well as a prestigious Pitman Training certificate to verify your skills. From here you could then opt to gain a Level 2 AAT qualification if desired. 

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 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, reconciling debtors and creditors control accounts. 

Module 8 – Deleting obsolete records, memorise 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, memorise 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 stocktake, 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, place holds on orders, cancel orders. 

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

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