Training Course

Sage Accounts Level 1

PDF
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 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.

Included with this course

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

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.

 

Private Training

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

  • Private Courses

    Flexible dates, location and content. All prices exclude VAT.
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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 "Increase technical ability and streamline my work. Use more of the functions rather than typing out formulas. "

D.S. Home Office, Excel Level 2

Following this training what are you going to do differently "I will be a lot more efficient and not waste so much time on Excel figuring things out."

L.M. Blue Phoenix, Excel Level 1

"I found the course exceptional, [the trainer] was extremely helpful throughout. He catered for all abilities, myself being a beginner didn't ever feel out of my depth. I found each section of the module valuable, particularly the method of having some practical learning in between listening."

J.M. British Engines, Adobe InDesign Level 1

"Would highly recommend the course. Many thanks"

B.W. Public scheduled course, Excel Level 3

"All of it was brilliant, lots I didn't know, the shortcuts, formulas, grouping"

C.Y. ASW, Excel Level 2

Any other comments or recommendations "Thank you so much, really enjoyed my two days :"

H.S. Department for International Trade, Adobe In Design Level 1

"Went away with a good understanding of the software as I have never used it before"

T.O. Cyclife Groupe EDF, Microsoft Project Essentials

Following this training what are you going to do differently "Pay more attention to my training structure "

A.W. Thermo Fisher Scientific, Train the Trainer

"Use Styles to correct my formatting"

J.Q. Burnetts Solicitors, Word Working with Advanced Features and Complex Documents

What were the most useful aspects of the course "The one to one undivided attention to areas I needed to improve."

M.B. MGL Group, Telephone Skills

"The whole thing was an excellent introduction to scheduling"

M.H. DeepOcean, Microsoft Project Essentials

"Really informative, gave a good insight of how powerpoint can help to explain different ideas"

R. , Redefining PowerPoint Design Create and Present with Impact

"[The trainer] explained everything really well at a good pace. I felt I have learnt a lot of new skills which I shall try to put into practice."

J.C. Lincolnshire Housing Partnership, Document Storage in Microsoft Office 365

Following this training what are you going to do differently "PRIME TIME = book time in with myself to concentrate"

H.Y. British Engines UK Ltd, Time Management Janet Hope Kath Lambton

"Informative, helpful, professional, valuable"

O. , Excel Level 3

 

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:6/18/2025 3:37:47 PM