Training purpose selection is required.
Training plan selection is required.
Gain a firm understanding of the basic principle of Sage 50cloud Accounts, from navigation though to creating and amending records, getting started with opening balances and controlling user access - all within your own time, when it suits you
At the end of each stage there is a final online multiple choice test that challenges you to demonstrate how well you now know your software. If you pass the online test, you can download your own eLearning certificate from Sage.
You can access the courses anytime for 12 months.
This course includes:
Ideal if you are new to the software, this stage covers the basic principles of the Sage 50cloud Accounts software, from navigation through to creating and amending records to opening balances and controlling user access.
By the end of this course you will:
- Be familiar with the Sage 50cloud Accounts user interface
- Understand how to use password protection and restrict user access
- Understand 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 create departments
- Know how to create, amend and delete customer or supplier accounts
- Be able to enter opening balances for nominal, customer and supplier accounts
- Stage 2: Entering day-to-day transactions This stage covers the core operations of the software. Key topics include processing supplier invoices, credit notes and payments, managing the sales ledger, posting bank payments and receipts and error corrections as well as protecting your data.
By the end of this course you will:
- Know how to enter supplier invoices, credits and payments
- Know how to enter customer invoices, credits and receipts
- Know how to create and print customer invoices
- Know how to process contra entries and journal entries
- Understand the different bank, cash and credit card transactions
- Know how to set up and process recurring transactions
- Know how to search, check and correct transactions
- Know how to safeguard your data
- Stage 3: Period end tasks, returns and reconciliations Perfect if you've got to grips with the basics and want to extend your knowledge. This takes an in-depth look at the processors for Month End, Year End, credit control and VAT Returns. It also covers depreciation, prepayments and accruals, bank reconciliation and key performance indicators.
By the end of this course you will:
- Know how to produce and understand the credit control reports and documents
- Know how to manage your credit control options
- Know how to perform a cash flow forecast
- Know how to produce and understand your financial reports
- Know how to perform a bank reconciliation
- Know how to prepare and produce your VAT Returns
- Know how to perform a month end and year end
- Stage 4: Product invoices, orders and stock control A great eLearning course if you are upgrading to, or using Accounts Professional. This covers managing stock control systems, sales and purchase orders, quotes and pro forma invoices, as well as Foreign Trading and Intrastat reports.
By the end of this course you will:
- Know how to plan a stock system
- Know how to create product records and enter opening balances
- Know how to prepare and process sales and purchase orders
- Understand the different customer discounts and how to apply them
- Understand the foreign trader options and produce an Intrastat
- Know how to produce quote, invoices and credit notes
- Know how to perform stock takes and stock year ends
- Know how to set up and process recurring transactions