Sage Classroom Training

Sage Instant Accounts Stage 1

Duration 1 day

Everything you need to start using Sage Instant Accounts

What do I learn?

Understand the basic functions of Sage Instant Accounts, from navigation, through to creating and amending various records, getting started with opening balances and controlling user access.

Course objectives

By the end of this course you will:

• Be familiar with the Sage Instant Accounts user interface
• Know how to set up the program to suit your business, including VAT codes, financial year etc.
• Be able to plan and customise the Nominal Ledger
• Know how to create bank accounts
• Understand the role of the Chart of Accounts, and how to amend it
• Be able to create and amend customer and supplier accounts
• Know how to enter opening balances for nominal, customer and supplier accounts
• Understand how to use password protection and how to restrict user access

Where next?

Take the next step with Sage Instant Accounts Stage 2.

Sage Instant Accounts Stage 2

Duration 1 day

Discover more about the day-to-day functionality of Sage Instant Accounts

What do I learn?

Increase your understanding of core operations, including Journal entries, Bank transactions, Sales and Purchase ledger, Invoicing and Products.

Course objectives

By the end of this course you will:

• Know how to record bank payments, bank receipts and transfers between bank accounts
• Be able to record supplier invoices and credit notes, and make supplier payments (including online)
• Understand how to record sales invoices and credit notes and post customer receipts
• Know how to print quotations, invoices and credit notes from the program
• Be able to record journal entries in the Nominal Ledger
• Know how to check and safeguard data using backups
• Understand how to identify and correct errors
• Be able to plan and create stock records and enter opening balances
• Know how to produce product invoices and manage stock control

Where next?

Take the final step with Sage Instant Accounts Stage 3.

Sage Instant Accounts Stage 3

Duration 1 day

Your final steps to mastering Sage Instant Accounts

What do I learn?

Get to know the in-depth processes for Month End, Year End, credit control, VAT Return

and Microsoft® Office integration. It also covers bank reconciliation, recurring entries and Dashboards (Sage Instant Accounts Plus).

Course objectives

By the end of this course you will:

• Learn how to save time by using Recurring Entries
• Know how to perform a bank reconciliation
• Be able to manage credit control, including statements and overdue letters
• Understand how to produce financial reports, including the Profit & Loss report and Balance Sheet
• Learn how to complete a VAT return and make VAT payments (including online)
• Know how to prepare for, and run the Year End routine
• Understand how to integrate Sage Instant Accounts with Microsoft® Office

Sage 50 Accounts Getting Started

Duration 1 day

The perfect place to start if you are new to Sage 50 Accounts

What do I learn?

Get a firm understanding of the basic principles of Sage 50 Accounts, from navigation through to creating and amending various records, getting started with opening balances and controlling user access.

Course objectives

By the end of this course you will:

• Be familiar with the Sage 50 Accounts user interface
• Understand how to use password protection and how to restrict user access
• Understand basic configuration, financial year settings, and setting up tax codes
• Know how to create, amend and delete nominal accounts
• Know how to create bank, cash and credit card accounts
• Understand the role of the Chart of Accounts, and how to amend it
• Know how to enter budget information and create departments
• Know how to create, amend and delete customer and supplier accounts
• Be able to enter opening balances for nominal, customer and supplier accounts

Where next?

Learn more about the core operations with Sage 50 Accounts Stage 1.

Sage 50 Accounts Essentials

Duration 1 day

Learn the basic essentials of Sage 50 Accounts

What do I learn?

Understand the basic functions of Sage 50 Accounts. Some of the key topics include bank transactions, setting up customers and suppliers, creating and paying invoices, useful reports and taking and restoring backups.

Course objectives

By the end of this course you will:

• Know how to navigate the program and the ledgers
• Understand how to use the bank for payments, receipts and transfers
• Be able to set up customers and suppliers, create invoices and credit notes, pay invoices and allocate credit notes
• Be familiar with salary journals
• Understand how to correct mistakes
• Be familiar with bank reconciliation
• Know where to find useful reports such as aged debtor, aged creditor, nominal activity, chart of accounts, profit and loss and balance sheet
• Be able to check your data, take a backup and restore from a backup

Where next?

Learn more about the core operations with Sage 50 Accounts Stage 1.

Sage 50 Accounts Stage 1

Duration 2 days

Discover how to get the most from your software on a day-to-day basis. If you're new to this software, we recommend you take Sage 50 Accounts Getting Started before attending this course

What do I learn?

Understand the core operations of Sage 50 Accounts. Some of the key topics include processing invoices, credit notes and payments, managing the sales ledger, posting bank payments and receipts, error correction and protecting your data.

Course objectives

By the end of this course you will:

• Know how to enter supplier invoices and credit notes
• Be able to post supplier payments including printing remittance advices, cheques and using e-banking
• Know how to create and print service invoices and credit notes for customers
• Be able to post customer receipts and understand how to manage the Sales Ledger, including disputing invoices
• Understand how to deal with contra entries
• Be familiar with posting bank and cash transactions
• Learn how to save time by using Recurring Entries
• Understand how to interrogate data using searches to enable more accurate reporting
• Know how to check and safeguard data using backups
• Understand how to correct errors
• Know how to post and correct Journal Entries
• Be able to process customer payments and supplier refunds

Where next?

Take the next step with Sage 50 Accounts Stage 2.

Sage 50 Accounts Stage 2

Duration 2 days

Discover the tools that let you analyse your finances

What do I learn?

Take an in-depth look at the processes for Month End, Year End, credit control, VAT return and Microsoft® Office integration. It also covers depreciation, prepayments and accruals, recurring entries and key performance indicators.

Course objectives

By the end of this course you will:

• Know how to perform a bank reconciliation
• Understand how to manage credit control, including reports, statements and overdue letters
• Be able to manage and forecast your cash flow
• Be able to write off bad debts and perform a VAT reclaim
• Know how to set up the Fixed Asset Register, post depreciation journals and dispose of fixed assets
• Understand how to post prepayments and accruals
• Be able to produce financial reports, including the Profit & Loss report and Balance Sheet
• Know how to set budget information and use departments for additional analysis
• Understand how to integrate Sage 50 Accounts with Microsoft® Office
• Be able to produce, check and submit a VAT Return
• Know how to prepare for, and run the Year End routine

Where next?

Take the final step with Sage 50 Accounts Stage 3.

Sage 50 Accounts Stage 3

Duration 2 days

Master the tools you need to take control of your stock and orders, including trading overseas

What do I learn?

Learn everything you need to know about managing a stock control system and processing sales and purchase orders. This course also covers sales invoices and credit notes, quotes and pro forma invoices, as well as foreign trading and Intrastat reports.

Course objectives

By the end of this course you will:

• Know how to plan and maintain stock records, post opening balances and record adjustments
• Know how to set up multiple delivery addresses for your company, your customers and suppliers
• Be familiar with the purchase order cycle, know how to process from entry to delivery and match and post invoices to orders
• Understand product pricing and discount structures
• Be familiar with the sales order cycle, know how to process from entry to despatch and link to other areas of Sage 50 Accounts Professional
• Know how to perform stock takes, process stock adjustments and deal with stock returns and stock month end journals
• Know how to use the Bill of Materials function to assemble finished goods from stocked components
• Be able to produce product invoices and credit notes
• Be able to produce quotes and pro forma invoices
• Be able to produce repeat invoices using recurring transactions, skeletons and duplicates
• Know how to run a stock year end and make global changes
• Know how to set up foreign trader, produce foreign currency orders and receipts and create foreign currency price lists

Sage 50 Accounts Report Design

Duration 2 days

Unlock the full power of Sage 50 Accounts Report Designer and fully customise your reports and layouts

What do I learn?

Become an expert at amending and creating reports/layouts, adding totals, filters and also ranges for more specific analysis.

Course objectives

By the end of this course you will:

• Know how to create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout
• Be able to insert calculations into a report and change the presentation of information
• Know how to improve presentation by adding sub-totals and grand totals
• Understand how to add filters to a report to select specific information
• Be able to split debits and credits and produce meaningful transaction totals
• Know how to add ranges to a report
• Be familiar with selection filters, advanced filters and advanced criteria
• Know how to create overdue account letters and sales promotions using specific criteria and expressions
• Know how to amend an existing invoice layout or create one from scratch

Sage 50 Accounts Project Costing

Duration 1 day

Learn how to fully manage ongoing projects with Sage 50 Accounts projects module

What do I learn?

Take a comprehensive look at the project lifecycle including costs, budgeting, resources, charges and billing.

Course objectives

By the end of this course you will:

Linking Sage 50 Accounts to Microsoft® Office

Duration 1 day

Get the very most from your accounts data

What do I learn?

Learn everything you need to know about how Microsoft® Office can integrate with Sage 50 Accounts. It includes dynamically linking spreadsheets in Excel, running mail merges in Word and creating live links to PowerPoint presentations.

Course objectives

By the end of this course you will:

• Have had a basic introduction to the Open DataBase Connectivity (ODBC) driver
• Be able to navigate around the menu options available in Microsoft® Query
• Know how to update the live link between the query and Sage 50 Accounts using the refresh option
• Understand how to add both single and multiple calculations to a query, then return the data to Microsoft® Excel and format the cells
• Be able to run a mail merge within Microsoft® Word to link the data in Sage 50 Accounts to a Word document
• Know how to create labelled envelopes from the names and addresses in Sage 50 Accounts
• Understand how to use the If...Then...Else statement within Microsoft® Word
• Be able to use multiple tables within Microsoft® Excel and join the tables together
• Know how to use the cycle through totals option in Microsoft® Query
• Be able to create graphs in Microsoft® Excel based on data from Sage 50 Accounts and create a live link to Microsoft® PowerPoint
• Know how to create pivot tables and charts in Microsoft® Excel to dynamically interrogate the Sage 50 Accounts data
• Know how to add criteria to select specific data from Sage 50 Accounts
• Be able to set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts

Sage 50 Job Costing

Duration 2 days

Professionally manage and analyse ongoing jobs with Sage 50 Job Costing

What do I learn?

Find out everything you need to know to set up job analysis, including costs and profitability, assigning stock and invoices and how the data integrates with Sage 50 Accounts and Sage 50 Payroll.

Course objectives

By the end of this course you will:

• Be able to navigate the Sage 50 Job Costing menu and set up passwords and users for security
• Understand the integration between Sage 50 Job Costing, Sage 50 Accounts and Sage 50 Payroll
• Know how to set up the job analysis
• Be able to plan and create your own individual cost analysis and budgets
• Know how to set up new job records
• Understand how to use job templates and copy existing jobs
• Learn how to enter opening balances for existing costs and revenue
• Know how to assign stock issues, purchase invoices and bank payments to a job
• Be able to create and process purchase orders to show committed costs
• Be able to produce reports to show current costs, profitability and work in progress figures
• Know how to set up the charging structure for labour within Sage 50 Job Costing
• Know how to record timesheet entries and transfer information to Sage 50 Payroll
• Understand how to use job enquiries to show the total costs, budgets and revenue details on screen
• Know how to generate sales invoices and post to Sage 50 Accounts

Sage 50 Payroll Stage 1

Duration 1 day

All you need to get started with Sage 50 Payroll

What do I learn?

Get to grips with the basic principles of Sage 50 Payroll. From navigation through to creating and amending the company and employee records, to getting started with pay elements and YTD figures and controlling user access.

Course objectives

By the end of this course you will:

• Understand how to configure the program to suit company requirements
• Know how to set up your software to use e-banking to pay employees and to collect taxes by BACS
• Know how to set up absence reasons, departments, cost centres and employee analysis
• Be able to create pay elements for payments, deductions and net payments and understand the pay element reports
• Understand the methods of creating, editing and customising employee records
• Be able to enter year to date figures for employees using the P11 form
• Know how to set up pension schemes to deduct pension contributions from the employee and calculate any employer contributions
• Understand how to use password protection and how to restrict user access

Where next?

Tackle the more complex areas of your software with Sage 50 Payroll Stage 2.

Sage 50 Payroll Stage 2

Duration 2 days

Learn the more challenging aspects of Sage 50 Payroll. If you're new to Sage 50 Payroll we recommend you attend Sage 50 Payroll Stage 1 before this course.

What do I learn?

Deals with handling the day-to-day operation of Sage 50 Payroll, including payslip production, processing statutory payments and adhering to HMRC legislation.

Course objectives

By the end of this course you will:

• Know how to set up new starters with and without P45 details
• Be able to process statutory payments and calculate employee entitlement
• Be able to process holiday pay in advance to employees
• Know how to set up company loans and allocate to employees
• Know how to allocate pension schemes to employees and process wages
• Understand how to allocate Attachment of Earnings to an employee
• Know how to set up the link between Sage 50 Payroll and Sage 50 Accounts and how to transfer the data
• Understand how to make changes using the rollback function
• Understand how to use the monthly P32 form to calculate amounts due to HMRC
• Be able to create holiday schemes and use the absence diary to record the details

Sage 50 Payroll Report Design

Duration 1 day

Unlock the full potential of Sage 50 Payroll Report Designer to fully customise your reports and layouts

What do I learn?

This course explains everything you need to know about amending and creating reports/layouts, adding totals, filters and ranges for more specific analysis.

Course objectives

By the end of this course you will:

• Be able to create new reports and amend standard reports and page layouts
• Know how to insert expressions into a report to calculate and print specified information
• Know how to insert groups into existing reports to subsection information and create subtotals
• Understand how to add filters to select specific information in the report
• Understand how to print criteria on reports
• Know how to use the report designer to create various employee letters

Sage 50 Forecasting

Duration 2 days

Plan for the future of your business with Sage 50 Forecasting

What do I learn?

This course explains everything you need to know about using Sage 50 Forecasting, from how to create forecasts, entering data, generating reports to integration with Sage 50 Accounts and Microsoft® Excel.

Course objectives

By the end of this course you will:

• Know how to create weekly or monthly forecasts using sections and sub-sections
• Be able to enter forecast information for sales and cost records using various calculation methods
• Understand ‘hot-linking' from other Sage software and Microsoft® Excel
• Know how to forecast using standard and composite stock records, including stock channels
• Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets
• Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest
• Know how to configure the bank account, business tax and dividends
• Know how to incorporate multi-currencies and memo records
• Be able to analyse forecasted sales and costs by department
• Understand Sales Ledger and Stock financing and how to setup bad debts and other provisions
• Know how to flex data in a forecast and extend the forecast to cover a longer time period
• Be able to enter or import actual figures into forecasts and create variance reports

Sage WinForecast Professional

Duration 2 days

Get the very most from Sage WinForecast Professional

What do I learn?

Discover the features of Sage WinForecast Professional that allow you to create forecasts, enter data, generate reports, integrate with Sage 50 Accounts and Microsoft® Excel and create consolidated forecasts.

Course objectives

By the end of this course you will:

• Know how to preset certain default information to save time when forecasting
• Know how to create new forecasts using the various types of records available
• Understand ‘hot-linking' from Sage accounts software and Microsoft® Excel
• How to flex data in a forecast and to extend the forecast to cover a longer time period
• Know how to configure the bank account, business tax and dividends
• Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest
• Be able to enter or import actual figures into forecasts and create variance reports
• Know how to configure the software for multi-currency
• Be able to customise reports, add formulae and create departmental forecasts
• Be able to handle domestic purchases and export sales of stock
• Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets
• Understand how to use the employee list to forecast wages
• Know how to consolidate forecasts and handle goodwill, minority interests and elimination
• Know how to create templates and maximise the use of memo records

Sage ACT! Users Course

Duration 2 days

This course is designed for both new an existing users of Sage ACT!

What do I learn?

This is an introductory course that will help you understand and get the best out of Sage ACT! It includes setting up contacts, lookups and searches, exporting data to Microsoft® Excel, activities and opportunities, email, letter templates and how to mail merge.

Course objectives

By the end of this course you will:

• Be more familiar with navigation and what ACT! can do for you
• Understand how to manage your contacts
• Know how to use Lookups and Searches
• Know how to use the Document tab, including editing, adding and mapping to spreadsheets
• Know more about Groups and Companies and how to use subgroups and divisions
• Be able to import and export data from Microsoft® Excel
• Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting
• Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management
• Be able to create letters, letter templates and understand how to use mail merge
• Understand how to use email integration
• Overview of database synchronisation

Where next?

The Sage ACT! Administrators Course contains topics and information required by anyone who will be responsible for database administration.

Sage ACT! Administrators Course

Duration 2 days

This course is designed for database administrators and anyone who will be required to edit the database design within Sage ACT!

What do I learn?

This is a more advanced course to help you maximise your knowledge and use of Sage ACT! It will help you master everything you need to know about creating a new database and users, customising fields and layouts.

Course objectives

By the end of this course you will:

• Know how to create a new database, create and delete users and manage user passwords
• Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security
• Know how to use the Layout Designer to amend existing layouts and create new tabs
• Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items
• Understand how to customise Smart tasks
• Become familiar with and customise ACT! Dashboards
• Know how to set up and use the Sage Accounting Integration, including importing and creating Sage Accounts records
• Understand how to import Sage Accounts products into ACT! and converting opportunities to sales orders / invoices
• Be able to export from one ACT! Database to another ACT! Database
• Know how to deal with duplicate records and make global changes
• Understand how to use Database Maintenance including taking a backup

Microsoft® Excel Stage 1

Duration 1 day

Getting to grips with the basics of Microsoft® Excel

What do I learn?

Work more confidently and efficiently with Microsoft® Excel, from basic formulae and chart creation, to sorting data, filtering data and linking worksheets.

Course objectives

By the end of this course you will:

• Know quick methods of navigation and data entry
• Be able to use the fill handle and create custom lists
• Understand how to construct and display formulae
• Know how to attach notes to a spreadsheet using the comments feature
• Be able to use the chart wizard to represent your data graphically in your spreadsheet
• Know how to simultaneously create, format and link multiple worksheets within the workbook
• Understand how to open and navigate multiple files and dynamically link them to produce a consolidation workbook
• Know how to sort and filter data
• Be familiar with applying page breaks and print settings

Where next?

Take the next step towards mastering Excel with Microsoft® Excel Stage 2.

Microsoft®Excel Stage 2

Duration 1 day

Get much more from your spreadsheets with the advanced functionality of Microsoft® Excel

If you are new to Microsoft® Excel, we recommend you take Microsoft® Excel Stage 1 before this course

What do I learn?

Work more confidently with more complex features in Microsoft® Excel. From advanced formulae and analysing large quantities of data with pivot tables, to creating templates and using macros.

Course objectives

By the end of this course you will:

• Know how to create templates
• Know how to create and edit named ranges
• Know how to use advanced formulae, such as Nested IF, SUMIF and VLOOKUP
• Be able to create pivot tables from raw data and then edit and reformat
• Know how to locate and fix errors in spreadsheets
• Know how to automate tasks to ensure accuracy and save time using the macro feature
• Be able to assign macros to buttons and graphics