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
SalesHow to create invoices and credit notes, how to create quotes and estimates. View the guides here. |
PurchasesHow to create supplier invoices, how to use purchase automation. View the guides here. |
ProductsHow to manage your products and services, how to manage your stock. View the guides here. |
BankingHow to add new bank accounts and setup bank feeds. View the guides here. |
Bank ReconciliationThe basic methods of reconciling your bank transactions. View the guides here, |
Error CorrectionsHow to find when something goes wrong and use the Correct Transactions function. Read the guide here. |
ContactsHow to import and add new customers and suppliers. View the guides here. |
JournalsHow to create and amend journals. View the guide here. |
ReportsHow to find and use Sage's reports. View the guide here, |
VATLearn how to run VAT reports on Sage and the process for submitting VAT returns to HMRC. View the guides here. |
User RolesAn overview of user roles and when to permit those different roles. View the guide here. |
SecurityHow to keep your Sage account secure. View the guide here, |
SettingsLearn about the various settings within Sage. View the guides here. |
DepartmentsHow to set up different analysis types like departments, cost centres and projects. View the guide here. |
Mobile ApplicationIf 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 IntegrationStripe is a secure, online payment service that you can connect to Sage Business Cloud Accounting to take card payments on customer invoices. View the guides here. |
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