Sage Accounting Online Advanced and Payroll Course

Learn how to set up your business in Sage, access the business settings, and update your business preferences, including address, post code, and business type, in the business section.

Learn how to set transaction and pricing options in Sage Accounting Online, automating invoice due dates (30/60/90/120 days) and account codes, while configuring products, services, rates, and balance sheet presentation.

Learn to add a logo and change templates in Sage settings by using the document settings templates and logo options, review and adjust placement, then save.

Update email templates to automate customer notifications for overdue payments and tailor reply-to addresses, copies, and attachments in document settings. Explore templates like credit notes, quotes, and statements; save changes.

Master document settings in Sage accounting by renaming headings, adjusting numbering, and selecting which details—such as due dates, delivery addresses, and terms and conditions—appear on invoices, credit notes, and estimates.

Set statement settings for customers and suppliers, choosing to show all activity or ending balances. Adjust future dated invoices versus due date filtering and save changes.

Learn to manage the chart of accounts in Sage accounting online, including creating and renaming accounts, importing and exporting CAC files, and organizing codes by category like overheads.

Learn to amend your accounting period by setting the year end and lockdown date in settings, financial settings, accounting dates and VAT, to prevent changes after submission.

Enable the Construction Industry Scheme option in financial settings when subcontracting, register contractor or subcontractor details with HMRC, and provide pay and deduction rate references for accurate monthly filings.

Navigate to sage's business settings to manage users, invite or remove them, and assign configurable roles from full access to no access, including payroll permissions.

Learn how to remove all accounting data in Sage by navigating to business settings, customize, and data management, then use the remove data button to reset all entered data.

Learn to set opening balances in Sage Accounting Online by importing or manually entering balances, define the start date, and update the trial balance with assets, capital, and sales.

Change the time zone and customize navigation and data grids in Sage, and opt to show the getting started panel as a login summary.

Add a supplier in Sage Accounting by creating the supplier card, entering contact details, VAT number, credit terms, and payment limits, then view invoices and run statements.

Learn how to create products and services in Sage, manage categories, and import items from Excel, including stock and non-stock items, VAT handling, opening balances, and reorder levels.

Learn to adjust inventory stock levels in Sage Accounting Online by selecting a product, using the manual adjust level option to increase or decrease quantity, and noting returned items.

Convert a sales quote into a sales invoice in Sage accounting online by selecting the quote and creating the invoice. Save or draft, preview, send, and then record payments.

Learn to use tracking and categories in sales invoices to allocate by department and location. Create departments and projects, then analyze sales by department in the reporting section.

Learn to set up recurring invoices in Sage Accounting Online: create monthly invoices on the 25th, select products and quantities, and use draft options or cancel after fixed occurrences.

Learn to edit a credit note against a purchase invoice, create standalone credit notes, and allocate credits between invoices within the purchases section.

Learn to enter purchase invoices quickly with Sage quick entry, including line-by-line details, references, invoice numbers, and project or subscription data, then save on the correct date.

Add a new bank account in the settings by creating a natural account in the chart of accounts, assigning it to the bank asset category, and entering details.

Learn to import bank transactions into Sage and reconcile them against your records, using manual entries, supplier invoices, and matching rules for charges and transfers.

Learn to set up a depreciation journal for office equipment, create a new journal in adjustments, select depreciation, attach details, and save for record-keeping.

Correct paid transactions in Sage Accounting by using adjustments, selecting a contact, adding a reason, updating the transaction, and reviewing the changes.

Explore the payroll dashboard by reviewing the payroll summary, monthly pay runs, and HMRC submissions; manage employees, pensions, payslips, P60 reports, and employer costs, with settings covered next.

Navigate payroll settings, enter tax office details, configure HMRC reporting and payment methods, select and apply online payslip templates, enable email delivery, and link nominal codes in the salary journal.

Set up a pay run in Sage Accounting Online payroll, adjust monthly on the 20th, avoid holidays via calendar settings, and add payments or deductions: over time and student loans.

Learn personalization in Sage Accounting by configuring user and data management and privacy settings to manage payroll access, data resets, and employee information retention per GDPR.

Learn to run a pay run in Sage Accounting: set up pension with provider, log absences, and add payments. Review draft payslips, finalize or reverse, and manage payments in settings.