Sage Line 50 Accounts

How to use Sage Bookkeeping software (version used in this lecture is v9).
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  • Lectures 43
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 9/2014 English

Course Description

Sage Accounts course is about how to use Sage based on the most popular functions which you as a Sage operator needs to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You’ll learn how to set up a Sage system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Sage for yourself.

You will need to get hold of a copy of Sage yourself. This lecture is based on v7. It's not that dissimilar to today's version. The instructor is usually online to answer student queries for 2 hours each day.

The course materials includes:

  • the handout of the assignment task

Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.

The course will take about 3-4 hours to complete.

What are the requirements?

  • You will need access to Sage accounts in order to complete the assignment (any version)

What am I going to get from this course?

  • Course Goal: By the end of the course you will be able to complete various common functions using Sage
  • In this course, you will learn how to:
  • Enter the opening balances
  • Amend the nominal ledger
  • Add new customer and supplier details
  • Post customer invoices and credit notes to the sales ledger
  • Post supplier invoices and credit notes to the purchase ledger
  • Enter the supplier cheques and record the customer receipts
  • Post Petty Cash transactions
  • Prepare the VAT return
  • Reconcile the bank
  • Post the wages journal
  • Post adjustments to the accounts and produce month-end reports

What is the target audience?

  • Bookkeepers and Accountants who will be using this for their clients
  • Students who are going for jobs where the requirement is working knowledge of Sage Accounts
  • Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment
  • Previous knowledge of accounting is not presumed or required

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Getting Prepared - Access the software and course materials
Intro to the course and the tutor
Preview
04:59
Article

Download this first.

Print off the course material. Read through each task. Watch the video on how to complete the task, and then have a go at it yourself on the software.

Section 2: Getting Started
02:34

Set up the Sage system.

Section 3: Setting Up The System
02:45

Enter opening balances.

00:28

Run opening trial balance.

03:35

Reverse journals.

02:01

Journals - reporting details.

Section 4: Nominal Ledger
03:51

Amend the nominal ledger.

03:43

Report on the nominal ledger.

Section 5: Customers
04:34

Enter customer details.

00:46

Create a customer report.

Section 6: Suppliers
03:32

Enter suppliers.

00:54

Create a supplier info report.

Section 7: Sales Ledger
04:08

Post customer invoices as a batch.

10:33

Post customer invoices to print.

05:58

Post customer credit notes.

02:47

Run a report on customer account activity.

02:10

Produce aged debtors info.

Section 8: Purchases Ledger
06:28

Post supplier invoices.

03:01

Post credit notes to purchase ledger.

01:33

Report on supplier account activity.

01:35

Create aged creditors info.

Section 9: Sundry Payments
03:12

Post cheques to the system.

00:59

Create a supplier payments report.

Section 10: Sundry Receipts
03:17

Post receipts from customers.

01:00

Report on customer receipts.

Section 11: Petty Cash
01:25

Post petty cash transactions.

00:28

Report petty cash transactions.

07:49

Post cash payments.

00:57

Report on cash payments.

02:39

Post sundry payments.

00:44

Bank payments report.

Section 12: VAT - Value Added Tax
03:42

Run a VAT return.

Section 13: Bank Reconciliation
01:49

Reconcile the bank account.

00:37

Unreconciled transactions.

Section 14: Payroll / Wages
03:13

Post the wages journal.

01:42

Wages journal report.

Section 15: Reports
03:26

Posting month end journals.

01:55

Run a Profit & Loss account.

04:11

Create the Balance Sheet.

05:30

Create a Trial Balance.

Section 16: Concluding lecture
How it all fits together
02:35
Concluding lecture
02:43

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Instructor Biography

Lisa Newton, Entrepreneur & Serial Author

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award.

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.

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