Training Course

Sage Accounts Level 1

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Course Duration: 1 Day

Course Overview

We offer Sage training on a private course basis. Private Sage training is tailored to meet your own needs and can be delivered using a backup of your own Sage system, this ensures that the training is relevant to your own organisation.

Training can be delivered using our tutor-led virtual classroom option or we can come to your site. Please contact us for a quote.

This course introduces the Sage Accounting program, and is ideal for those with a small amount of book keeping / financial knowledge, but who are new to Sage. It covers the basics of how Sage works, along with all of the day to day transactions which you are likely to come across when using Sage Accounts programs day to day.

Course Objectives

    • Be confident in navigating around the Sage 50 Accounts program.
    • Understand the Sales, Purchase and Nominal Ledgers within Sage, and how these work together.
    • Set up records within Sage Accounts.
    • Process day to day transactions within Sage Accounts, including: Sales Invoices and Receipts, Purchase Invoices and Payments; Bank and Cash transactions.
    • Produce standard reports from Sage Accounts, including: VAT returns and reports, Aged debtor and creditor reports, Profit and Loss and Balance Sheet reports.

Prerequisites

    • Although knowledge of book - keeping / accounting terminology and manual double entry is not specifically necessary to use Sage Accounts, a basic understanding is helpful and attendance of the introductory course 'Sage Book Keeping - Overview and Introduction' would be recommended for those with no experience of financial systems at all.
    • This course assumes basic knowledge of computer use - using a keyboard and mouse, left and right clicks, basic knowledge of Windows etc.

Course Content

  • Setting Up Sage Accounts

    Installation and Setup (overview)
    Setting your Financial Year
    Setting your VAT scheme
    Tax Codes (overview)

  • General Navigation

    Finding your way around Sage Accounts

  • The Company Module

    The Nominal Ledger
    Customising your Nominal Ledger
    The Chart of Accounts
    The Financials module

  • Working with Customers

    Setting up Customer records
    Setting up Customer Defaults
    Creating Invoices and Credits to print
    Entering Invoices and Credits (printed on a different system)
    Receiving money from customers

  • Working with Suppliers

    Setting up Supplier Records
    Setting up Supplier Defaults
    Entering Supplier Invoices and Credits
    Paying Suppliers

  • The Bank module

    Setting up Bank Accounts
    Making payments where there is no invoice
    Receiving money where there is no invoice
    Direct Debits and Standing Orders
    Bank Reconciliation

  • The VAT Return

    Running a VAT Return
    Checking and Reconciling the VAT Return
    VAT Reports

  • Further information

    Although not covered in depth further information is provided on Reporting within Sage Accounts, Data Integrity (Checking data & backing up), and Error Corrections.

Included with this course

    • Lunch and refreshments when training is delivered at our training venues
    • Comprehensive course materials and exercises

 

Private Training

Private course
Flexible date and location
Please quote for prices

  • Private Courses

    Private course
    Flexible date and location
    Please quote for prices
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  • Sage Accounts Level 1 Course Options
    Private
    Private
    Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
    Bespoke
    Bespoke
    Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
    Virtual
    Virtual
    These courses can be attended from anywhere.
  • Virtual Training

 

Course Reviews
I have many new skills within the software that I will use on a daily basis

B.E. Nordem Ltd, Sage Accounts Level 1

Great teaching, tailored to my requirements as I already had some knowledge

B.E. Nordem Ltd, Sage Accounts Level 1

I found it valuable being taken through all the different sections in each module.

E.M. Newcastle GP Services, Sage Accounts Level 1

I found all the information useful and was able to follow all instructions given to me.

E.M. Newcastle GP Services, Sage Accounts Level 1

Following this training what are you going to do differently I have not used Sage before, so this has given be a good insight of what it's about. I will be able to start using it feeling a bit more confident.

E.M. Newcastle GP Services, Sage Accounts Level 1

Which part of the course did you find particularly valuable I found the whole course very valuable, I had no previous knowledge of sage and the trainer was very patient and explained the course in great detail

N.D. Newcastle GP Services, Sage Accounts Level 1

Which part of the course did you find particularly valuable All valuable as I had not used Software before

N.R. NGPS, Sage Accounts Level 1

Following this training what are you going to do differently Loads the way I interpret data and present it

N.S. Burnetts Solicitors, Excel Level 2

What were the most useful aspects of the course Learning how to deal with stress and recognise it

J.F. Welwyn Components Ltd, Stress Management and Powering up Your Mental Resilience

The trainer was very helpful. Took the time to explain things to individuals who needed it.

A.B. Nicholsons Sealing Technologies, Excel Level 2

Another very useful course that will help me in my job role, brilliant, thank you.

L.B. Greggs, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

Which part of the course did you find particularly valuable Understanding my personal objectives and challenges and talking through them with examples of goals to improve

C.R. Froneri International plc, Assertiveness Skills

How would you rate the course materials overall Brilliant, showed me everything I need to know going forward

L. Esh Construction, Adobe InDesign Level 1

Very nice approach and teacher style

L.H. SchlegelGiesse, Excel Level 1

Found the course to be exactly what I needed to move forward in my role. Thank you

J.T. Recipharm, Excel Level 2

Following this training what are you going to do differently Design frames and images better. Using templates and master pages more efficiently.

M.L. NIHR Clinical Research Network, Adobe InDesign Level 1

Great course, engaging trainer and a good pace. Just what I was looking for.

G.H. Capstone Foster Care, Excel Level 1

The course has been of great use to me and designed at the right level for me to follow.

A.T. Sir Robert McAlpine, Adobe InDesign Level 1

Following this course, the reports that we will create will be more robust and interactive

G.S. Northern Power Grid, Microsoft Power BI Desktop

Put across very well, informative and interesting

J.G. Benfield Park Medical Group, Introduction to Management

Our trainer was always open to questions and was always clear on explaining the main objectives and tasks to do. Was very easy to follow and we covered all I expected for this level. Brilliant!

M.S. Nissan, Excel Level 2

The course has given me a foundation to design a better presentation

T.M. South Tyneside Council, PowerPoint Essentials

 

Private Courses

Flexible dates, location and content. All prices exclude VAT.

 

Please contact us to discuss your Sage Accounts Level 1 course, we have many solutions available to ensure you receive the best training possible.
Your Sage course can be delivered online or in-person.  You can choose your learning path and delivery style.  Learn in-person or online with our virtual classrooms.  Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Sage Accounts Level 1 course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account.  You can master Sage, please contact us to book a place or request a quote for your Sage Accounts Level 1 course.
Sage is a registered trademark of Sage PLC Sage Accounts Introduction training courses, Durham, Washington, Newcastle, North East England
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:8/2/2025 3:11:24 PM