• 12 week licence
• Online testing
• Certificate of Achievement on successful completion of course
• You are in control of what you learn and when
• No need to take time away from the office
• Online tutor to guide you

Sage Instant Accounts e-Learning - 12 week licence     top

Online learning could not be easier. Log on and off to suit your study periods and you will learn all about Sage Instant Accounts in no time at all. From start to finish you will enhance your knowledge and quizzes will reinforce what you have learned.

This course has been designed to guide you gently through the main features of the Sage Instant Accounts programme. It takes you from installation and set up, right through to operating your accounts, allowing you to become conversant enough to use the product well.

Configuring Sage Instant Accounts:

Containing 6 sessions that show you how to install the product, set up your company data and balances before starting to enter accounting data.

• Session 1: Installation, Preferences & Navigation
• Session 2: Company Settings
• Session 3: The Nominal Ledger
• Session 4: The Chart Of Accounts
• Session 5: Customer & Supplier Records
• Session 6: Opening Balances

Operating Sage Instant Accounts

Operating the software covers everything from entering transactions, creating products and invoices right through to backup/checking your data and correcting accounting mistakes.

• Session 7: Operating The Nominal Ledger
• Session 8: Operating The Supplier Ledger
• Session 9: Operating The Customer Ledger
• Session 10: Creating Product Records
• Session 11: Product Invoicing
• Session 12: Housekeeping Routines
• Session 13: Error Corrections

Reconciling Sage Instant Accounts

These sessions cover how to make the best of getting your customers to pay on time and how to cross check your Bank Statement with the transactions you have made within Sage Instant Accounts.

• Session 14: Credit Control
• Session 15: Bank Reconciliation

Period End Routines

You will learn how to run some of the more important routines such as producing and printing a VAT return and what to do at a period end.

• Session 16: Month End Adjustments & Reporting
• Session 17: VAT Return
• Session 18: Year End

Sage 50 Accounts stage 1 e-Learning - 12 week licence     top

Sage 50 Accounts Stage 1 e-learning follows the same style and format as the Introduction to Bookkeeping and Advanced Bookkeeping e-learning courses. This course is interactive, leaving you in full control of what you learn and when you learn it. It features step-by-step tuition, backed up with exercises and quizzes, offering feedback on your performance.

About the course

This course will allow you to utilise all of the fundamental features of Sage 50 Accounts, enabling you to get up and running with the software as quickly and confidently as possible. We recommend it to all Sage Line 50 users as essential training because it covers many routines that are fundamental to problem-free accounting.

Session 1: Navigation and Settings
Learn about key decisions: basic configuration, account coding structures and layout of accounts. Cover Profit/Loss and Balance Sheet design, Financial Year settings. Learn about Currencies, Tax Codes, Departments and Company Preferences.

Session 2: Nominal Ledger and Chart of Accounts
Gain an overview of the three integrated ledger systems - nominal, sales and purchase - used in Sage Line 50. Learn how to set up the Chart of Accounts, create customer and supplier records, how to tailor nominal ledger records and account names. Learn how to alter the layouts of the Profit and Loss and Balance Sheet reports. This session also looks at Accounts Analyser, introduced with Sage Line 50 version 10.

Session 3: Entering Opening Balances
Understand the choice of methods and implications for Standard VAT and VAT Cash Accounting, and how to make checks against your previous system.

Session 4: Recording Nominal, Customer and Supplier Transactions
Learn how to record invoices, produce service invoices and credit notes (Note – product invoice production is not covered). Also learn how to record customer/supplier payments, cash and bank receipts/payments, credit card transactions, processing of expenses and journal entries in the nominal ledger.

Session 5: Housekeeping
Learn why and how to back up and restore data, and also how to check and verify data.

Session 6: Error Corrections
In this session we teach you key routines for correcting posting errors and reversing transactions.

Session 7: Bank Reconciliation
Discover how to reconcile your bank account within Sage 50 Accounts against your bank statement.

Session 8: Customising Sage Line 50
Learn how to get the best out of your Sage 50 Accounts program. Look at the My Business Setup feature (new with Version 10), ensuring you have the program tailored to suit your business type, and look at different ways of performing tasks through Task Based Navigation. Finally, cover Access Rights - how to control operators’ access to different parts of the program through password protection.

Self Study Training Workbooks for Sage Instant Accounts      top

Features and benefits of Self Study Workbooks

Sage Instant Accounts Self Study Workbooks      top

What are the Instant Accounts Self Study Workbooks?
This is a suite of 7 workbooks designed to help you make the most of Sage Instant Accounts. They are written in plain English by Sage experts, and take you from Installation and Setup, right through to running your VAT and Year End. Each book concentrates on a specific area of Sage Instant Accounts, and can be used to suit your preferred pace, giving you a chance to practice what you have learned. There are practical exercises to help you understand and familiarise yourself with the program before using it for real. We even provide you with a 180 day demonstration CD to work with!

All you need to become an expert at using your Sage Instant Accounts program!

Book 1: How to install and set up your Sage Instant Accounts program
Learn how to install your software and set up your company address and profile. Discover how to navigate around the program menu items, set up your bank and nominal records. You will also learn how to set up your Accounts structure, and create your customer and supplier records.

Book 2: How to enter your Opening Balances
If you’ve transferred from a manual accounting system to Sage Instant Accounts, then you need to enter all Opening Balances, such as your current bank balance, and money customers owe. This book shows you how.
We also look at the decisions that need to be made before setting up your program, to actually posting your Opening Balances into Sage Instant Accounts.

Book 3: Starting to enter transactions
Learn how to start posting supplier transactions. These include entering items such as credit notes, supplier payments and the process of different payment types. You will also cover posting customer transactions, creating and printing invoices, entering customer receipts and then finally, perform bank cash and nominal transactions.

Book 4: Running your monthly routines
Here we deal with recurring bank entries. You will cover how to match your bank statement against your bank account, how to deal with paying in instalments and how to use the prepayments and accruals option. You will enter fixed assets and depreciation and run the Month End procedure - producing your balance sheet and profit and loss report.

Book 5: Credit control procedures
In book 5 we cover useful utilities found in Sage Instant Accounts. You will filter and show only customers and suppliers by choosing a certain search criteria.
Sage Instant Accounts can also assist you with credit control procedures by producing aged debtors reports and deal with late payments ensuring your customers pay you on time.

Book 6: Running your VAT Return and Year End routines
In this book we look at how to locate and correct errors in transactions that may have been posted incorrectly. You will learn how to produce that all-important VAT Return and you’ll see how quickly it can be produced.
You will also cover how the program deals with different VAT schemes. You will produce graphs and export data out of Sage Instant Accounts into Microsoft Office programs.

Book 7: How to set up Products and start invoicing
In the final book of the suite we look at how to set up a stock system in Sage Instant Accounts. You will create product records and opening stock balances, as well as how to produce product invoices and perform stock period end procedures.

Sage 50 Accounts Stage 1 Self Study Workbooks      top

This workbook is divided into four easy to use sections designed to help you learn how to set up and run Sage Line 50 software as quickly and confidently as possible. The workbook come with 180 day demo data cd for use with the workbook. The 180 days are activated from the date of installation.
The workbooks have been written in "bite size chunks" to enable you to start and stop your training as and when required. Each book covers a specific area within the Sage Line 50 program and the sequence allows you to stop at convenient places, to suit different learning rates.
Each book contains exercises to help you grasp the concept of using Sage Line 50, and reinforce the knowledge that you are acquiring. Included in the pack is a Practice Data CD for you to work with, so any mistakes will not affect your real company data.

Workbook Topics

Section 1: How to install and set up Sage Line 50
Learn how to install Sage Line 50 and set up your company address and profile. Cover all the initial set up routines, such as how to create your nominal and bank records, and enter new customer/supplier records.
Find out about how the chart of accounts works with your nominal ledger and how changing it will affect your Profit and Loss Report.

Section 2: How to enter Opening Balances
Whether you have transferred from using manual bookkeeping or another system, you have to enter opening balances. These include figures such as your current bank balance, VAT liability and petty cash, but they also include balances that are currently owed by customers, and indeed balances you owe suppliers.
Workbook Two looks at the decisions you need to make before you start, and will show you how to post Opening Balances.

Section 3: Starting to enter transactions
This concentrates on the day-to-day postings. It will show you how to post Journal Entries that move values from one nominal code to another, such as when posting salary journals. You will also learn how to enter Bank Transactions such as customer receipts and supplier payments by cheque, cash or credit card.
You will create customer and supplier invoices, both as batch entries and as product or service invoices.
This book demonstrates how to create credit notes and deal with discounts. It will simply teach you everything you need to know about entering customer and supplier transactions.

Section 4: Housekeeping, error corrections and customising Sage Line 50
This book will teach you how to keep your data clean and safe. Learn why it is so important to backup your data and follow the backup and restore routine.
The housekeeping routines will also demonstrate how to check and verify your data, giving you peace of mind before taking a backup.

Sage 50 Accounts Stage 2 Self Study Workbooks      top

Each Section contains exercises to take your knowledge further into the monthly accounting routines within Line 50. These routines are not something you would necessarily carry out every day, however they are an integral part of using accounting software and ones you need to learn in order to be a competent user of Sage. They come with 180 day demo data cd for use when learning the workbooks. The 180 days are activated from date of installation.

Workbook Topics

Section 1: Credit Control
This book will guide you through the necessary credit control features held within Sage. Not only will you learn how to check credit on screen and produce reports, you will also learn how to produce statements and letters.
This effective credit control can help to encourage your customers to pay on time.

Section 2: Month End
See how to enter prepayments and accruals for items such as your telephone bill or monthly rent payments. Learn how to add Fixed Assets to a register and how these items can be depreciated on a monthly basis. Also, learn how to use Bank Reconciliation, making everything easier to match up.

Section 3: Reporting, VAT Returns and Year End
Learn how to view and print your standard period- end management reports in Sage Line 50, including Sales and Purchase Ledger reports, Profit and Loss , Balance Sheet, Budget, Audit Trail and Quick Ratio reports.
Sage Line 50 allows you to produce and reconcile your VAT return in a few simple steps. This workbook will show you how. This workbook also explains the year-end routine and shows you how to clear the Audit Trail, process year end and prepare for your new financial year. In addition, this workbook explains how to set up multiple charts of accounts (allowing you to view different levels of detail in your management reports), how to set up multiple companies, and how to consolidate data.
Learn how to use the new accountants link wizard which allows you to send data to your accountant and whilst your accountant is making your year end amendments, you can keep posting to your data. The accountants changes are then synchronized into your data at a later point.

Section 4: Management Information
In this workbook you will learn how to analyse transactions using departments. Then how to produce key reports such as the profit and loss and activity reports for each of these departments. You will also explore how to produce graphs within Sage Line50, integrate with Microsoft Excel and produce cash flow information for your business. In addition, this workbook will show you how to create further companies and how to consolidate companies’ accounts.

Sage 50 Accounts Stage 3 Self Study Workbooks      top

You may have already been using our previous workbooks or, if you are already competent at using other parts of the program, simply just decided to start at Stage three. Either way, these books will allow you to complete your knowledge with regard to using the Product, Invoicing and Order Processing parts of the Sage Line 50 program. A 180 day demo data cd is provide for use with the workbooks. The 180 days are activated from date of installation.
Please note: Line 50 Stage 3 is only applicable to people who wish to learn features that exist in Accountant Plus and Financial Controller.

Workbook Topics

Section 1 : Stock
In this book you will learn how to enter your own stock records and add components to those stock codes that are made up from more than one item. You will see how to move goods in and out of a product and deal with adjusting stock levels. Learn about Project Costing which service industries use to track project progress.

Section 2 : Purchase/Sales Order Processing and Invoicing
Sales Order Processing
Create sales orders and see how they link to other areas within Sage Line 50. Learn how to allocate stock to orders and then despatch these orders to customers. Once you have despatched an order you will see how the Sage program will automatically prompt you to create an invoice, which will then eventually appear on the customer account awaiting payment. (only available in Sage Line 50 Financial Controller)

Purchase Order Processing
Create purchase orders to your suppliers and see how this is done from stock shortfalls on orders you have received from your customers. View and place orders on order and mark them as delivered. (only available in Sage Line 50 Financial Controller)

Invoice Production and Credit Notes
Discover how to produce and print stock and service invoices and how to raise credit notes against invoices.

Section 3 : Bill of Materials, Stock Pricing and Period End
Task Bar and Multiple Delivery Addresses
A customer may have more than one office, and instead of setting up a multitude of different accounts for them, you can simply have one account and add one of their multiple delivery addresses to the invoice.

Product Assembly and Pricing
Find out how to enter stock that is made up of more than one item, this is called Bill of Materials. Learn how to set up pricing, not only on the top level item, but also on each Bill of Materials item.
You will cover the stock reporting aspect of the program and run stock takes and returns as well as running stock period end functions.

Discount Structures
Learn how to apply discounts to both customers and products.

Section 4 : Periodic routines and Quotes / Proformas
Quotes and Proformas
You will learn how to create Proformas and Quotations, and then see how these can then be converted into invoices once your customer has accepted your quotation and the job has been completed.

Recurring Transactions and Skeletons
Learn the quick effective way of recalling items that occur time and time again. No need to retype items which happen on a monthly basis, simply recall them at the touch of a button.

Year End
See how to run and year end and which reports you need to refer to. Find out how to run a trouble free year end procedure.

Foreign Trader
For those of you who deal with Foreign Traders on an occasional or regular basis, Sage Line 50 allow you to set up price lists for these traders. You will also learn how to revalue an invoice and reconcile the payment due to changes in the exchange rate.

Learn how to

• Produce and print invoices.
• Create quotations, proformas and learn how to batch covert them into invoices.
• Create sales orders, allocate stock and post through as an invoice.
• Look at purchase orders and process them from entry to delivery.
• Process a stock takes and returns.
• Produce price and discount structures, including customer and supplier price lists and foreign currency price lists.

Sage Instant Payroll Workbooks      top

Written in plain English, by Sage experts, these workbooks take you from installation and set up of Sage Instant Payroll, through to processing your company’s payroll. Each workbook concentrates on a specific area of Sage Instant Payroll, and the sequence has been created for you to take breaks from your training, giving you a chance to practice what you have learned.
The books contain exercises to help you understand and familiarize yourself with Sage Instant Payroll.

Workbook Topics

Book 1 : How to install and set up Instant Payroll
Learn how to install Instant Payroll and set up your company information. Familiarise yourself with moving round your Instant Payroll screens and find out how you can alter background settings. Cover the preliminary set up tasks, such as building your payment and deduction types, using the Criteria option to select weekly or monthly employees and reviewing your Government Legislation settings. Learn how to set up your employee records, enter their payroll information and year to date values. Also discover how to set up payroll operators, restrict their access to certain areas of the program and how to set up security passwords.

Book 2 : How to process a standard payroll run
Book 2 takes you through a standard payroll run at your own pace. From here you will learn how to select the employees you wish to process payroll for, enter their payments for this period, check the payroll figures against reports and then print payslips. Book 2 will then show you how to produce a backup before updating the payroll run.

Book 3 : Making use of the other main utilities within Instant Payroll
Having learnt how to process a typical payroll run in Book 2, you are now ready to build on your Instant Payroll knowledge. Book 3 will explain how to set up, apply and process pension schemes and holiday schemes. You will also learn how to record holidays and other absences in Instant Payroll and how to advance holiday pay. In this session you will also learn how to extract information from Instant Payroll for use in other programs, such as Sage Accounts.

Book 4 : Statutory Functions in Instant Payroll
This book explains the statutory elements of payroll processing. You will learn how to deal with Attachment of Earnings Orders, Tax Credits, Student Loan deductions, Statutory Sick Pay, Statutory Maternity Pay and other statutory payments and absences you may need to process.

Book 5 : The Period End, the Year End and e-Submissions
Learn about the tasks you need to complete at a typical month end in payroll and understand the routines and requirements involved in Payroll Year End. This book will also explain how to submit your year end forms electronically.

Learn how to

• Install and configure the program
• Learn about the principles of manual payroll
• Learn how to process a standard payroll run
• Learn about Statutory elements and how to run a month end

Sage Payroll Workbooks Stage 1     top

Being the first suite in series of Payroll workbooks, Stage 1 contains 3 easy to use workbooks designed to help you learn how to set up, process a payroll run and make use of the main facilities of Sage Payroll as quickly and confidently as possible.
The Workbooks have been written in "bite size chunks" to enable you to start and stop your training as and when required. Each book covers a specific area within the Sage Payroll for Windows program and the sequence allows you to stop at a convenient place, so as not to lose track of what you have already covered.
Each book contains exercises to help you grasp the concept of using Sage Payroll for Windows and reinforce the knowledge that you are acquiring. Included in the pack is a trial CD for you to practice with, so you can rest assured that any mistakes will not affect any real company data. Then, when you're confident enough at using the trial 180 day CD, you can advance your knowledge with Stage 2.

Workbook Topics

Book 1 : How to install and set up Sage Payroll
Learn how to install Sage Payroll and set up your company information. Familiarise yourself with moving around your Payroll screens and find out how you can alter background settings. Cover the preliminary set up tasks, such as adding your payment and deduction types, using the Criteria option to select weekly or monthly employees and reviewing your Government Legislation settings. Learn how to set up your employee records, enter their payroll information and year to date values. Also discover how to set up payroll operators, restrict their access to various parts of the program and how to set up security passwords.

Book 2 : How to Process a Standard Payroll Run
Book 2 takes you through a standard payroll run at your own pace. From here you will learn how to select the employees you wish to process payroll for, enter their payments for this period, check the payroll figures against reports and then print their payslips. Book 2 will then show you how to produce a backup before updating the payroll run.

Book 3 : Making use of the other main utilities within Sage Payroll
Having learnt how to process a typical payroll run, you are now ready to build on your payroll knowledge. Book 3 will guide you through carrying out a pay review and awarding a pay rise to selected employees using Sage Payroll. This Workbook also explains how to set up, apply and process Pension schemes, Holiday schemes and Company Loans. You will also learn how to record Holidays and Absences and how to advance Holiday Pay.

Learn how to

• Learn about key decisions prior to set up
• Process your employee pay
• Link Sage Payroll into Sage Accounts
• Processing statutory legislation such as SSP and Maternity Pay
• Deal with a Payroll Year end

Sage Payroll Workbooks Stage 2      top

Being the second suite in series of Payroll workbooks, Stage 2 contains 3 easy to use workbooks designed to help you learn how to link Payroll to other systems, process statutory functions and run a Payroll Year End.
The Workbooks have been written in "bite size chunks" to enable you to start and stop your training as and when required. Each book covers a specific area within the Sage Payroll for Windows program and the sequence allows you to stop at a convenient place, so as not to lose track of what you have already covered.
Each book contains exercises to help you grasp the concept of using Sage Payroll for Windows and reinforce the knowledge that you are acquiring. Included in the pack is a trial CD for you to practice with, so you can rest assured that any mistakes will not affect any real company data. Then, when you're confident enough at using the trial CD, you'll have gained all the knowledge to help you feel confident to try it on the real thing.

Workbook Topics

Book 1 : Linking Sage Payroll to other Systems
Book 1 explains how to extract information from Payroll for use in other programs. Information from Sage Payroll can be sent to Sage Instant Accounts, Line 50 and MMS, in addition to spreadsheets or databases. This book will show you how.

Book 2 : Statutory Functions in Sage Payroll
This book explains the statutory elements of payroll processing. You will learn how to deal with Attachments of Earnings Orders, Tax Credits, Student Loan deductions, Statutory Sick Pay, Statutory maternity Pay and the other statutory absences and payments you will need to process.

Book 3 : The Period End, the Year End and e-Submissions
Discover what tasks you need to complete at a typical month end in payroll and understand the routines and requirements linked to Payroll Year End. This book will also will explain how to submit your year end forms electronically and how to process payroll into the new tax year even if you haven’t yet completed the current tax year end.

Learn how to

• Learn about key decisions prior to set up
• Process your employee pay
• Link Sage Payroll into Sage Accounts
• Processing statutory legislation such as SSP and Maternity Pay
• Deal with a Payroll Year end