Course Description

Sage One Accounts Extra - Online Computerised Accounts

Learn how to use Sage based on the most popular functions which you as a Sage Online 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 Online accounting 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 Online for yourself.

You will need to have access to Sage Online. You can sign up to the Sage site to get a free trial. We give you the link in lecture one and show you how to do this. 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.

Serial author and entrepreneur

Lisa Newton

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.

Course curriculum

  • 1

    New Chapter

    • Sage online intro to the course

    • Course Material - download and print

    • sage 1 - free trial

    • sage 2 - sign up

    • sage 3 - set up

    • sage 4 set up

    • sage 5 upgrade the version

    • sage 6 opening journals

    • sage 7 enter opening journals - now that coa done

    • sage 8 opening tb

    • sage 9 reverse the opening accrual

    • sage 10 reverse the opening accrual - report

    • sage 11 Amend the nominal ledger

    • sage 12 nominal ledger report

    • sage 13 add new customers

    • sage 14 customer report

    • sage 15 add new suppliers

    • sage 16 SUPPLIER report

    • sage 17 customer invoices - batch

    • sage 17 customer invoices

    • sage 19 post credit notes

    • SAGE 20 REPORT customer account activity

    • SAGE 21 post supplier invoices

    • SAGE 22 post supplier credit notes

    • SAGE 23 REPORT supplier account activity

    • SAGE 24 Supplier cheques

    • SAGE 25 report supplier payments

    • SAGE 26 receipts from customers

    • SAGE 27 report to show customer receipts

    • SAGE 28 petty cash transactions

    • sage 29 report chq in

    • sage 30 cash payments

    • sage 31 cash payments now all nominals are there

    • sage 32 report to show petty cash payments

    • sage 33 post sundry payments

    • sage 34 report showing bank payments

    • sage 35 Prepare a VAT Return

    • sage 36 reconcile the bank

    • sage 37 unreconciled bank report

    • sage 38 post the wages journal

    • sage 39 wages journal report

    • sage 40 month end adjustment journals

    • sage 41 month end reports

    • what can you do next after this course