Sage Accounts and Sage Payroll training courses: beginners, intermediate and advanced


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This page provides summary information on the following Sage courses:

Sage Accounts Level 1
Sage Accounts Level 2
Sage Accounts Level 3
Sage Payroll Level 1
Sage Payroll Level 2

For more detailed information on any course, please click a link above.

Sage Accounts Level 1

This course is an introduction to one of the most commonly used computerised accounting systems in the UK. Suitable for beginners to Sage Accounts.

Course Content:

Program Basics; Getting Started; Account Names & Numbers; Bank Receipts; Bank Payments; Customers Suppliers; Service Invoices; Products; Stock Control; Product Invoices; Product Credit Notes; Sending Statements; Customer Receipts; Customer Activity; Purchase Invoices; Supplier Payments; More about the Nominal Ledger; More about Bank Accounts; Bank Reconciliation; Recurring Entries; VAT Returns; Financial Reports & Information.

Sage Accounts Level 2

This is an intermediate level training course on Sage accounts.

Course Content:

Prepayments and Accruals; Fixed Assets & Depreciation; Delivery Addresses; Purchase Orders; Purchase Order Skeletons; Processing Purchase Orders; Product Records and Purchase Orders; BOMs and Product Transfers; Product Pricing Options; Sales Orders; Recurring Sales Order Skeletons; Processing Sales Orders; More about Sales Invoices; The Search Option; Statements & Account Letters; Customer Refunds; Credit Control; Late Payment Legislation; Writing Off Bad Debts; The Sage Task Manager; Paying Bills using the Sage Task Manager; Cash Flow Forecasting.

Sage Accounts Level 3

This is an advanced level training course on Sage Accounts.

Course Content:

Importing Data; Departments; Budgets; Discounts; Raising Quotations; Creating Orders and Invoices from Quotations; Pro-forma Invoices; The Euro and other Foreign Currencies; Currency Rates and the Euro; Invoicing in Euros; Receiving Payments in Euros; Paying Foreign Currency Invoices; Contra Entries; Batch Payments; Changing Posted Records; Global Changes; The Opening and Closing Stock Wizard; The Audit Trail; Using Criteria; Report Designer; Report Wizard; Project Costing; Passwords and Access Rights.


Sage Payroll Level 1

This training course is an introduction to one of the most commonly used computerised payroll systems. Suitable for beginners to Sage Accounts.

Course Content:

Program Basics; Backing Up & Restoring Data; Payroll Basics; Company Settings; Government Legislation; Pension Schemes; Pay Elements; Adding New Employees; Employee Records; Changing Rates of Pay; Entering Year-To-Date Values; The Processing Date; Entering Payments; Pre-Update Reports; Updating Records; Salaries Calculated on an Hourly Basis; Manual SSP Calculations; A New Employee Paid Weekly; An Employee Leaves; Payment by BACS; Reports & Historical Data; Year-End Procedures.

Sage Payroll Level 2

This is an advanced level training course on Sage Payroll.

Course Content:

The Tree View & Criteria; Global Changes; Departments & Employee Analysis; Pension Schemes; Holiday Schemes; Advancing Pay & Holiday Funds; Statutory Sick Pay & Recording Other Absence; Statutory Maternity Pay & Other Statutory Payments; Company Cars; Student Loans; Working Tax Credit; Setting Passwords & Access Rights; Contacts, Options & WebLinks; Linking the Payroll to Accounts.

Further Information

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