Welcome to Sage Training - Course Details

Sage Instant Accounts Training

Instant Accounts Day 1
Instant Accounts Day 2
Instant Accounts Day 3

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Training Passports
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If you would like us to help plan your training, call us on 0161-456-3000.

Instant Accounts Day 1
This one-day course will give you an understanding of the basic principles of Sage Instant Accounts, from navigation through to creating and amending various records

About the Course

  • Introduction to the software and navigating the menus
  • How to set up Sage Instant Accounts for optimum performance for your type of business
  • Understanding the implications of standard VAT and VAT cash accounting
  • The integrated Sales, Purchase and Nominal Ledger systems
  • Creating and amending nominal accounts
  • Creating bank, cash and credit card accounts
  • Customising the Chart of Accounts for the Profit and Loss and Balance
  • Sheet reports
  • Creating and amending customer and supplier accounts
  • Entering opening balances for nominal, customer and supplier accounts
  • Setting up password protection and/or restricting user access

Price: £225 + vat

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Instant Accounts Day 2
This one-day course will give you an understanding of the day-to-day core operations of Sage Instant Accounts.
Journal entries and bank transactions, sales and purchase ledger, invoicing and product management are some of the topics covered.

About the Course

  • Recording journal entries in the Nominal Ledger
  • Recording cash and bank payments and receipts, processing credit card transactions and bank transfers
  • Recording invoices, credit notes and payments in the Supplier Ledger
  • How to make e-payments using the e-banking facility
  • Recording invoices, credit notes and payments in the Customer Ledger
  • How to check and maintain data using backups
  • Identifying and correcting errors
  • Planning and maintaining stock records and entering opening balances
  • Producing product invoices and managing stock control
  • How to interrogate data using searches to enable more accurate reporting

Price: £225 + vat

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Instant Accounts Day 3
The one-day course takes an in-depth look at the processes and procedures for Month End, Year End, credit control, VAT return, Microsoft® Office integration, bank reconciliation, recurring entries and Dashboards (Instant Accounts Plus).

About the Course

  • Producing credit control information on screen and in printed reports
  • Set up and monitor credit limits and produce statements and overdue letters
  • Set up and process regular payments and receipts, such as direct debits and standing orders, through recurring entries
  • Perform a bank reconciliation by comparing your bank account to your actual bank statement
  • Understand and create the Profit and Loss and Balance Sheet reports
  • Perform the VAT return routine and reconcile to the VAT account
  • Prepare and run the Year End, clear the audit trail and prepare for the new financial year
  • Create graphs and integrate Sage Instant Accounts with Microsoft® Office
  • Using the Sage Instant Accounts Plus Dashboards

Price: £225 + vat

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