Sage 200 Training Levels
Below are our training levels 1, 2 & 3. These are of course merely suggestions for you to pick out areas that you are interested in. Our Sage 200 training and consultancy is normally done at your premises, on your system, making sure that the training is tailored to you and the way you work.
Sage 200 Training – Level 1
After this course you will be able to…
…use Sage 200 software to operate or manage core accounting functions for your company.
Preparation
You should also be familiar with basic business terms such as invoice, VAT, double entry and so on.
Key Decisions Prior to Set Up
Installation hints and tips. Learn about key decisions: basic configuration, account coding structures, departments, cost centres, layout of accounts, P & L and Balance Sheet design.
Basic Concept
Gain an overview of the posting systems – Nominal, Sales and Purchase Ledgers, and Cash Book.. Discover a basic routine for creating accounts, plus time saving tips and how to maximise reporting options.
Opening Balances
Understand the choice of methods (e.g. Itemised, B/F balance), and find out how to make checks against the previous system.
Data Entry Routines
Learn how to record invoices and credit notes. Also learn how to record customer/supplier payments, cash and bank receipts/payments, and journal entries in the nominal ledger. Show Cheque printing.
Error Correction, File Maintenance
Familiarise yourself with the routine for editing or reversing transactions.
Bank Accounts
Learn how to reconcile your bank accounts. Understand Credit Card Processing.
Month End, Year End
Discover how to create monthly management reports including budgets; in addition, learn about the month end routine. Learn the year-end routine and how to prepare for a new financial year.
VAT Routines
Learn how to produce and reconcile a VAT Return.
Data Security
Learn why and how to verify data integrity, and how to backup data and restore.
Level 2 Training
After this course you will be able to…
…fully benefit from the course by making full use of all time saving routines and more advanced accounting utilities offered by the software.
Who Should Attend?
This course is essential for both operators and managers of companies using Sage Line 50. Typically, you would attend after having completed Stage 1.
Preparation
You should first attend Level 1: Understanding Sage Line 200. As with all our courses dealing with accounting software, familiarity with basic business terms such as invoice, VAT, double entry and so on is assumed.
Advanced Data Security
Learn how to operate password protection on various aspects of the package.
Automation of Postings
Learn how to deal with recurring entries such as direct debits and standing orders.
Depreciation of Assets
Learn how to use the Assets Register, and be able to choose how to post depreciation.
Prepayments and Accruals
Look at practical examples of prepayments and accruals.
Invoice Production
Service Invoicing and Credit Notes, Recall saved templates, Posting and Updates.
Daily Reporting
Credit Control reports: Statements, Aged Debtors, Letters; Aged Creditors, Remittance Advice Statements; Day Books, Audit Trail; Bank Statement.
Bad Debts and Adjustments
Investigate options for writing off bad debts and their implications for VAT.
Multi-Company Accounting
Learn how to create and open new company files.
Task Manager
Learn how to use Task Manager and how it interfaces with the other modules.
Level 3 Training
After this course you will be able to…
…take full advantage of the software’s stock, invoicing and order capabilities. This will help your company be more efficient and organised in its business.
Who Should Attend?
The course is designed for operators and managers as it covers both set-up decisions and day to day operations.
Preparation
Ideally you would have attended both Levels 1 and 2. Alternatively, you should be very familiar with the accounting aspects of the system. You may also find it useful to think about your likely stock report requirements.
Stock Control
Learn how to plan and maintain stock, create stock records and post opening levels.
Stock Movements
Learn how to record deliveries and adjustments.
Bill of Materials
Discover a facility to create stock items which will become part of an assembly.
Stock Reporting
Learn how to run reports including profit and re-order analysis.
Invoice Production
investigate the invoice cycle and variations, stock and service invoices, choices for processing, and use of skeleton invoices. Learn how to calculate VAT and the implications of discounts. Also, learn how to post to ledgers with essential safeguards.
Sales Order Processing
Look at the sales order cycle and links to other areas of the system. Learn how to process from entry to despatch, and how to print order documents.
Purchase Order Processing
Look at the purchase order cycle and links to other areas of the system. Learn how to process from entry to despatch, and how to order documents.
Quotations and Pro-Formas
Learn how to provide quotations and pro-forma invoices for your customers.
Why not Call us to find out more on 020 7518 0325 / 0345 463 8999?