Introduction to computerised accounts (SAGE)

This course will only cost £5 for people in receipt of benefits. Please enquire if you think you might be eligible for fee remission.

To enrol

To enrol please contact Ashby Link Adult Community Learning Centre on 01724 862217 or email lynne.ward@northlincs.gov.uk or sue.wren@northlincs.gov.uk. 

Course information

Subject details 

This course is aimed at learners who wish to set up a company and develop their confidence and skills using Sage computerised accounting programme. The delivery of course will be presented giving opportunities for the learners to practice their learning and raise questions and queries. 

Although there are no formal requirements needed to undertake this course, basic computer skills would be an advantage (opening and closing applications, saving, printing, using drop down menus). 

Course aim 

To create a company in Sage computerised accounts package, set up accounts, enter invoices in the sales/purchase ledgers, record payments and receipts using the bank module before reconciling the bank account to bank statement, calculate VAT liability and produce relevant reports. 

Content and Learning Outcomes 

Getting started and data management: 

• create a company
• enter company preferences
• financial year
• program date
• VAT and tax codes
• navigate between modules
• explore tool bars, links and tasks
• backing up
• restore records
• making corrections

Nominal Ledger: 

• chart of accounts
• change view of nominal screen
• creating nominal ledger accounts
• add budget figures
• changing order of nominal codes

Sales ledger: 

• add customers accounts
• moving through records
• selecting records
• deleting records
• different ways for entering invoices
• distinguish between invoices/credits
• editing records
• printing reports 

Purchase ledger: 

• add supplier accounts
• moving through records
• selecting records
• deleting records
• entering invoices
• distinguish between invoices/credits
• editing records
• printing reports

Bank module: 

• payments and receipts
  
• making transfers between accounts
  
• bank reconciliations
  
• bank statements 

Financials: 

•  elements of financial screen
  
• audit trail
  
• trial balance
  
• VAT returns 

Requirements for first session 

• notepad and pen

• pencil

• ruler

• calculator 

Additional costs 

None 

Progression routes 

NVQ Business Administration