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Sage Accounts Training - 6 Course Bundle Deal (Term 2) - Save 10%

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Felaw Maltings

44 Felaw Street



United Kingdom

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Course Dates

  1. Sales Ledger (Customers) - Monday 8th May
  2. Purchase Ledger (Suppliers) -Wednesday 17th May
  3. Bank Module - Thursday 25th May
  4. VAT Module - Tuesday 6th June
  5. Nominal Ledger -Thursday 15th June
  6. Financial Reporting - Thursday 29th June

Course Contents

Sales Ledger (Customers) - Beginners course covering:

  • Sales Ledger Overview
  • Setting up new Customer records
  • Customer Defaults
  • Customer Terms
  • Batch Invoice/Credit notes
  • Invoicing/Credit module
  • Adding your logo and bank details to an invoice layout
  • Set up email defaults
  • Generating statements
  • Customer activity
  • Customer Receipts
  • ‘Sage Pay Receipts’ and downloads
  • Reports and debt chasing
  • Sage clever tricks
  • Global Changes
  • Hiding Wizards
  • Tailoring your View Options
  • Exporting & Importing Data
  • Microsoft Integration
  • Customer bad debt write off
  • Dealing with bounced cheques
  • Communications
  • Corrections

Purchase Ledger (Suppliers) - Beginners course covering:

  • Purchase Ledger Overview
  • Setting up new Supplier records
  • Supplier Defaults
  • Supplier Terms
  • Entering Invoices/Credit notes
  • Disputes
  • Reconciling statements
  • Supplier activity
  • Supplier Payments
  • Creating remittance advice
  • Reports
  • Sage clever tricks
  • Global Changes
  • Hiding Wizards
  • Tailoring your View Options
  • Exporting & Importing Data
  • Microsoft Integration
  • Corrections

Bank Module - Intermediate course covering:

  • Bank Module overview
  • Setting up new Bank accounts
  • Bank Payments
  • Bank Receipts
  • How to post Petty Cash
  • How to post Credit Card payments and refunds
  • Dealing with bounced cheques
  • How to enter Supplier refunds
  • How to use e-Banking
  • Recurring entries
  • Bank reconciliation and supporting reports
  • Sage clever tricks and shortcut keys
  • Hiding Wizards
  • Tailoring your View Options
  • Importing and Exporting Data
  • Microsoft Integration
  • Corrections
  • Overview of Bank Feeds

VAT Module - Intermediate course covering:

  • VAT Module Overview
  • Entering your VAT details
  • VAT schemes
  • VAT misconceptions and common mistakes
  • VAT Control Accounts
  • Understanding VAT debits and credits
  • Understanding VAT double entry in Sage
  • How to review your Sage Accounts VAT data
  • How to run a VAT return and the common costly mistakes to avoid
  • VAT Reports
  • VAT e-submissions from Sage
  • Corrections in prior (closed) VAT periods
  • Entering VAT paid/refunded
  • Posting your VAT journal

Nominal Ledger - Advanced course covering:

  • The basics of nominal codes
  • Nominal Ledger structure – in detail, debits and credits
  • Corrections
  • Sage clever trick
  • Global Changes
  • Hiding Wizards
  • Tailoring your View Options
  • Batch Reporting
  • Exporting Data
  • Chart of Accounts
  • Microsoft Integration
  • In depth explanations of the Balance Sheet & Profit & Loss nominal codes
  • Financial Reporting – Profit & Loss, Balance Sheet, Trial Balance
  • Projects

Financial Reporting - Advanced course covering:

  • Periods in Sage explained
  • Budgets
  • Fixed Asset Register option
  • Month-end and year-end journals
  • How to change your financial year
  • 25 point ‘data review and year-end prep’ checklist
  • Schedules for your accountant – Fixed Asset Register, Depreciation methods and schedules, stock, WIP, Accrued income, prepayments, deferred income, accruals, wages
  • Financial Reporting – Profit & Loss, Balance Sheet, Trial Balance
  • Batch Reporting
  • Running your financial year, including archive and budget options


9.15am – Arrival and refreshments

9.30am – Session starts

11am – Break with refreshments

12.30pm – Session finishes

Why choose us?

Our team have over 50 years combined experience using Sage and specialise in Sage Instant and Sage 50 training. Through our experience and expertise we help you gain the skills and knowledge you need to help Sage work effectively for you and your company.

Who are the courses suitable for?

  • existing Sage users who would like to learn more about the program
  • managers or business owners who would like to understand more about Sage or how to review their employee’s work
  • anyone looking to enhance their C.V.
  • people that have been on a Sage course before and would like to refresh their knowledge
  • AAT students
  • bookkeepers or accountants

What do I need to bring?

Yourself and a notepad (these course is jam-packed, so you’ll want to make lots of notes!).

*PowerPoint notes and relevant handouts will be emailed to you after the course.

How are the courses delivered?

Are group courses are delivered in small groups up to 6/8 people. We talk you through the ins and outs of how to complete each step.

What do I get for my money?

Three hour course delivered by one of our Sage trainers, all whom are experienced Sage users, full copy of the PowerPoint slides as a point of reference, relevant handouts, free parking and refreshments.

Who is the course tutor?

Our primary course tutor is Rebecca Wooderson. She has been training people how to use Sage since 2000 and has an in depth knowledge of the program. She has worked with all types and sizes of companies from sole traders to much larger companies. Rebecca is often referred to by her clients as “The Sage Lady”. In her spare time she enjoys knitting, crochet, sewing, gardening, music, volunteering and spending time with her family and friends.

Cancellation or Deferral of Classroom Course

A minimum of 14 days written notice prior to the course start date is required for cancellations or deferral of any individual classroom course or classroom course bundle. If 14 days written notice is provided, we will refund you in full. Under no circumstances will a refund be given if less than 14 days notice is given, or if the course has already started.

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Felaw Maltings

44 Felaw Street



United Kingdom

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