Sage Instant Accounts training course stage 2. Learning Sage Instant Accounts with the Sage Experts.

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Sage training: Sage Instant Accounts stage 2 course description


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1 day course   Sage Instant Accounts

About the course

This one-day course is the second stage of essential training for Sage Instant Accounts and Sage Instant Accounts Plus users. It is aimed at both new and existing users of the program who require an in depth knowledge of the core functionality of the program. It deals with the basic processing operations of Sage Instant Accounts including entering journals, bank, customer and supplier transactions, and invoice production. This course is necessary for problem-free accounting.

Sage Instant Accounts course session 1 - Bank Transactions

  • Posting Bank Receipts
  • Posting Bank Payments
  • Bank Transfers

Sage Instant Accounts course session 2 - The Purchase Ledger

  • Supplier Invoices and Credit Notes
  • Supplier Payments
  • Online Payments

Sage Instant Accounts course session 3 - The Sales Ledger

  • Customer Batch Invoices and Credit Notes
  • Default Invoice Settings
  • Creating and Converting Quotes
  • Creating Service Invoices
  • Customer Receipts

Sage Instant Accounts course session 4 - Journal Entries, Customer and Supplier Refunds

  • Journal Entries
  • Customer Refunds
  • Supplier Refunds

Sage Instant Accounts course session 5 - Safeguarding data

  • Check Data Routine
  • How to use the Backup Routine
  • Understanding the Restore routine

Sage Instant Accounts course session 6 - Error Corrections

  • Critical and Non Critical Fields
  • Identifying Transactions
  • Processing Error Corrections
  • Write Off Refund Wizard

Sage Instant Accounts course session 7 - Creating Product Records

  • Creating Product Categories
  • Product Defaults
  • Planning Product Codes
  • Creating a Product Record
  • Opening Stock Balances

Sage Instant Accounts course session 8 - Managing Products and Invoicing

  • Manual Stock Adjustment
  • Performing a Stock Take
  • Generating Product Invoices



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