e-academy – IT training excellence in Cardiff, Newport, Bristol and South Wales

Course details
Fee £360
Days 2
Code SAL1

There are currently no dates scheduled for this course.

However it can still be provided on a closed-company basis – or we may schedule it on demand. Please contact us for further information.

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0845 650 6500

Sage Line 50 Accounts Level 1

The Sage Line 50 Accounts Level 1 training course is available at our Cardiff training centre in Wales, which is also within easy reach of Newport, Bristol and South Wales

Course Outline

Day One

Morning Session

  • Navigating Sage Line 50 - the student navigates around Sage Line 50 and learns about the different modules and what they are used for.
  • Company Set Up - the company is set up using information provided.
  • The Nominal Ledger - understanding what it is and how information is entered.
  • Chart of Accounts - looking at the information contained and how the nominal codes are grouped. Includes floating accounts.
  • Creating Nominal Codes - how to set them up and check they are included in the Chart of Accounts.
  • Opening balances - learn what opening balances are for and how to enter them on Sage using a variety of methods.
  • Customers & Suppliers - setting up the records using a variety of methods.
  • Raiging invoices & credit notes - for both customers and suppliers.

 

Afternoon Session

  • Using the Bank module in Sage Line 50 - entering money received from customers and paying suppliers, including credit notes issued.
  • Recurring Entries - setting up and processing.
  • Bank Reconciliation - checking the bank statement against the Sage bank account and noting the differences, saving and then reconciling the bank and printing the statement.
  • Understanding why differences will arise and what to look for.
  • Sage Line 50 Reports - this looks at a number of different customer and supplier reports, including aged reports, activity reports, statement and letters that can be sent. It also covers Trial Balance, Profit & Loss and Balance Sheet and VAT return reports.

Day Two

Morning Session

  • Revision - Navigating the tool bars, changing the views and using the dashboards.
  • Shortcut Keys - remembering the different shortcuts used in Sage.
  • Company Preferences - setting up and uses for departments.
  • VAT Information - VAT rates, threshold, schemes.
  • Customer- custom fields.
  • Departments - setting up and uses for departments.
  • Nominal Records - uder what circumstances these can be deleted.
  • Control Accounts - where they are located in Sage and what they are used for.
  • Budgets - Budgeting Options - standard and advanced.
  • Configuration Editor - Terms agreed for customers and suppliers.
  • Batch Changes & Duplication Records
  • Journals & Skeleton Journals - when are they used?
  • E Banking - how to set up E banking.
  • Creating invoices - using the invoicing module.
  • Invoice & Order Defaults & Disputed Invoices.
  • Customer Refunds.
  • Housekeeping & Error Corrections.
  • Access Rights & Passwords.

Afternoon Session

  • Class Practice Session - the whole class takes part in answering questions that are likely to come up in the exam.
  • On Line Simulation - we log into Sage and show the class what the online exam looks like and work through an on line simulation.
  • Sit the exam - if the students are confident they sit the exam. If not, they take the course material with them and arrange to sit the exam when they have done further revision.

Presented in association with JDH Training & Consultancy Services Ltd.