Introduction
This course is based on a combination of theory and practical hand-on training.
Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results
This course, Sage Accounting offers a comprehensive curriculum of results-oriented training that empower attendees to apply tools and techniques learned in this session, to meet the challenges they face every day. This course combines a solid theoretical foundation with numerous practical examples and, extensive hands-on training exercises that have been designed to put the theory into practice. There are over fifty hands on exercises.
Starting Sage One Accounting
- Sage One Accounting
- The online help and supporting documentation
- The sign up process for Sage One Accounting
- Logging into your company
- Navigating within Sage One Accounting
Maintain and administer your companies
- Maintaining your companies
- Creating users and assign permissions
- The overview of cycles in accounting
- Changing your password
- My profile
Create and maintain your supplier master files
- Supplier master files
- Creating your suppliers
Create and maintain your item master files
- Item master files
- Creating your items
Create and maintain your customer master files
- Customer master files
- Creating your customers
Processing supplier and customer documents
- The different transactions
- Process supplier transactions
- Process customer transactions
- Processing with analysis codes
- Receiving and making payments
Other Functionalities
- Quick views
- Generate reports
- Customer statement run
- The different reports in Sage One Accounting
- Favourites
- Losing your work
Part 2
Maintaining your companies
- Maintaining your companies
- Setting up the company VAT periods
- Importing and exporting data
Suppliers, Items and Customers
- Maintain existing suppliers
- Adjust supplier opening balances
- Maintaining your items
- Item adjustments
- Maintain existing customers
- Adjust customer opening balances
- Creating your sales reps
Create and maintain other master files
- Multiple delivery addresses
- Other master files
- Creating your accounts
- Adjust accounts opening balances
- Sales and purchase accounts
- Account reporting groups
- Create your bank accounts
- Maintaining your bank and credit card accounts
- Adjusting bank and credit card opening balances
- Creating your assets
- Creating analysis codes
Processing and editing documents
- Processing with analysis codes
- Editing documents
Processing banks and credit cards
- Process banks and credit cards
- Reconcile banks and credit card transactions
- Import and map bank statements
- Automatic bank feeds
- Manage automatic bank feeds • Budgets
The accountant’s area
- Control centre
- The accountant’s duties
- The accountant’s area
- Processing journal entries
- VAT returns and reports
- Processing other VAT related transactions
Business Owners, Staff Accountants, Auditors, Business Analysts, or anyone requiring a detailed understanding of the setup and processing of Sage Accounting (One, Business Cloud). If you want to learn how to manage your business in an online environment, this course is for you.