Training Summary

Below you’ll find a training plan with a range of Sage-linked modules which you can view should you want further information, or a refresher, following our training sessions.

You can also access these video tutorials to help get you started, and learn more advanced Sage skills

Sales

How to create invoices and credit notes, how to use invoice reminders.  View the video here.

Purchases

How to create supplier invoices.  View the guides here,

Products

If you sell the same products or services to your customers you can create records for them. View the video here.

Banking

How to add new bank accounts and setup bank feeds.  View the video here.

Bank Reconciliation

How to use the basic methods of reconciling bank transactions. View the video here,

Error Corrections

How to find when something goes wrong and use the remove and redo functions. Read the guide here.

Contacts

How to import and add new contacts. Watch the video here.

Journals

How to create and amend journals and setup repeating journals. View the guide here.

Reports

How to find and use Sage's reports.  View the guide here,

VAT

Learn how to Sage reports on VAT and the procedure for reconciling returns.  Watch the video here.

User Roles

An overview of user roles and when to permit those different roles.  View the guide here.

Security

How to keep your Sage account secure. View the guide here,

Settings

Learn about the various settings within Sage. Watch the video here.

Tracking

How to set up tracking and why it can be an important tool. View the guide here.

Mobile Application

If you are always on the go, you might not have time to get back to the office to check your accounts. View the guide here,

Stripe Integration

Stripe is a secure, online payment service that you can connect to Accounting to take card payments on customer invoices. Watch the video here.

 

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