SAGE

Course Overview

A one day (5 hour session) which is a basic introduction to Sage & what it can do. This will help you get started & give you a clear overview of what the Sage package can offer. The course is based on key features available in both Sage Instant accounts & Sage Line 50.

Course Content:

Session 1 – Financial Reporting

• What information do we look at & why?

Session 2 – Sage nominal structure overview

Session 3 - Data Processing

• Data processing & creating customer records

• Processing customer invoices

• Creating supplier needs

• Processing supplier invoices

• Bank payments

• Bank receipts

• Bank transfers

• Bank reconciliations

Session 4 – Month end controls to ensure integrity of data

• The purpose of month end controls

• Trial balance review

• Review of aged debtors

• Review of aged creditors

• Review of other controls

• Posting corrections

Session 5 – Reports

• Trial balance

• Profit & loss

• Balance sheet

• VAT returns

• Aged debtors

• Aged creditors

• Other reports

Session 6 – The month end pack

• What to include & why?

Each course is charged at only £250 plus Vat per delegate for the whole day, including refreshments and lunch and delegate pack.