Sage for BusinessOLD
With 5 million customers worldwide and 650,000 in the UK, Sage has been supporting businesses for a quarter of a century.
Sage 50 Accounts|, previously called Line 50, is the market leader for small to medium sized enterprises, having the capability to produce management information from basic customer/supplier information through to invoicing, fixed assets, stock control and multi-invoice projects.
Having made the investment in Sage, it is important that the users are properly trained to operate the software correctly. Remember the expression rubbish in ~ rubbish out . Unless the modules are set-up correctly and valid accounting principles are employed, the financial information could be mis-leading or even plain wrong.
Led by a qualified book-keeper, we are able to provide a range of bespoke workshops to suit your company's needs, precisely. All training is fully accredited by the University of Bolton.
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Level 1
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Entry:
Basic Computer skills and some experience of working within an accounting environment
Content:
Customer and Supplier records ~ Direct postings of Invoices and Credit Notes to Sales/Purchase ledgers ~ Allocating Cheque and Cash transactions to Sales/Purchase ledgers
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Level 2
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Entry:
Some experience of using Sage and/or similar and up to one years experience of working within a computerised accounting environment. Already accurately processing day-to-day sales transactions
Content:
Nominal ledger activity, Use of Journals, Bank Reconciliation, Statements, Accruals and Pre-Payments, including Month-End procedures
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Level 3
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Entry:
A good understanding of the fundamentals of computerised book-keeping and ready top move towaards the production of Management Accounts
Content:
Fixed Assets and Depreciation, Complex Journals i/c Wages and PAYE, Profit & Loss and Balance Sheets, compile/audit the VAT return
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Level 4
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Entry:
Being an accomplished computerised book-keeper, it is now appropriate to produce comprehensive Management Accounts. Good skills in Excel spreadsheet are essential
Content:
Stock Inventory, Sales and Purchase Order Processing, Chart of Accounts, Management Accounts and Cash-Flow forecast
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Level 5
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Entry:
Competent in all aspects of the production of Management Accounts and ready to use own initiative to generate additional reports based on using the ODBC to analyse the under-pinning Sage data. Must be competent in Excel and some knoweldge of Access
Content:
Linking Excel and Access directly to the Sage data, reviewing the data structure, interrogating the records using queries and out-putting into specilaist reports including graphical formats.
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Click here to download full details of our bespoke workshops for our business clients|.
Integrating Sage with Microsoft Office for advanced reports
One important feature of Sage Accounts is its integration with Microsoft's Excel and Access programmes. Sage has many standard reports BUT how often is the information presented not quite exactly what you need. This is where Excel and Access are so useful. We are able to either provide the training to allow you do produce those special reports yourself (not for the non-IT minded client) or design and produce an easy to use application that at the press of a button will provide just the information you need.
Below is an example of an advanced report for Stock and Purchasing management:
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click image to enlarge view|
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