Introduction to Sage Accounts

Learn the essentials of computerised accounts with this Introduction to Sage Accounts course.

Introduction to Sage Accounts Course Objectives

This two-day course introduces the basic concepts of computerised accounts and takes the user through creating and listing Sales, Purchase, Bank and Nominal accounts and the planning that should precede these actions.  The entering of sales and purchase invoices and processing of sales receipts, purchase payments and monthly statements are covered in detail, followed by in-depth analysis of available reports.  The importance of back-up routines is explained.

The second day builds on the concepts covered on the Introduction to Sage Accounts course.  This course covers more advanced concepts used whilst running a business such as dealing with the bank, monitoring stock, maintaining accurate VAT returns, stock management, creating and customizing reports.  Study automated features and use the task manager.

  Sage Accounts – Course Contents

Using Sage

A guide on how Sage software is used and how the screens are presented.

Setting Up

A general discussion of the preparation needed prior to computerising your accounts.

Creating Accounts

The user is taken through the steps involved in creating and maintaining Sales, Purchase, Bank and Nominal accounts.


Batched data entry of purchase and sales invoices.  Sales invoice production and printing or emailing.

Receipts and Payments

Recording sales receipts, purchase payments and bank and cash transactions.

Error Correction

Correcting errors made during data entry and retaining the integrity of the audit trail.

Data Verification & Backup

The importance of data verification and backup routines.

Sage Accounts Day 2


A brief recap on topics covered on day one.

Bank Reconciliation

Reconciling the bank account in Sage with the statement, managing errors and omissions and identifying unreconciled transactions.

VAT Return

Producing and submitting the VAT return including the VAT transfer journal.

Creating a Stock System

Setting up products and a stock control system..

Purchase Order Processing

Managing Purchase Orders and updating ledgers.

Invoicing from Stock

Creating product invoices; printing and emailing the invoices.

Updating the Ledgers

Ensuring invoice balances appear in customer accounts.

Printing Reports

Customer statements; stock control, Balance Sheet Profit and Loss and Trial Balance reports.

Report Designer

Customising reports and their properties.

Automated Utilities

Recurring entries such as Standing Orders and Direct Debits; posting recurring entries.


 Introduction to Sage Accounts Course Details         

This is a two-day course running from 9:30 am – 4:00 pm. Courses run in Swansea and onsite.


To gain maximum benefit from this course the delegate should be familiar with using a PC and be able to use a mouse.


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Training is hands-on and tutor-led. We provide a comprehensive training manual and certification. This course can be run as a company specific option.

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