Sage Instant Accounts training course stage 3. Learning Sage Instant Accounts with the Sage Experts.

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Sage training: Sage Instant Accounts Stage 3 classroom course description


Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00). Book today to save with us.Sage Instant Accounts Stage 3

» Overview: Your final steps to mastering Sage Instant Accounts.

» What do I learn?

Get to know the in-depth processes for Month End, Year End, credit control, VAT Return and Microsoft® Office integration. It also covers bank reconciliation, recurring entries and Dashboards (Sage Instant Accounts Plus).

» By the end of this course you will:

  • Learn how to save time by using Recurring Entries
  • Know how to perform a bank reconciliation
  • Be able to manage credit control, including statements and overdue letters
  • Understand how to produce financial reports, including the Profit & Loss report and Balance Sheet
  • Learn how to complete a VAT return and make VAT payments (including online)
  • Know how to prepare for, and run the Year End routine
  • Understand how to integrate Sage Instant Accounts with Microsoft® Office

Who should attend? Existing users of the program looking for an in depth knowledge of the processes and procedures for completing the Month and Year End routines. The course covers several subjects including Bank Reconciliation, Credit Control and completing the VAT Return.

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Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
Leeds     Manchester     N.London     Newcastle     Reading     

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Course Centre Start date Duration Total places Available places Book
Sage Instant Accounts Stage3Manchester25/03/20101 day127
Sage Instant Accounts Stage3Croydon08/04/20101 day123
Sage Instant Accounts Stage3N.London21/04/20101 day122
Sage Instant Accounts Stage3Birmingham22/04/20101 day123
Sage Instant Accounts Stage3Bristol29/04/20101 day108
Sage Instant Accounts Stage3Glasgow12/05/20101 day129
Sage Instant Accounts Stage3Reading13/05/20101 day106
Sage Instant Accounts Stage3Newcastle14/05/20101 day1212
Sage Instant Accounts Stage3Leeds09/06/20101 day1212
Sage Instant Accounts Stage3N.London11/06/20101 day1212
Sage Instant Accounts Stage3Manchester25/06/20101 day1212

Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • Phone: Just call 0845 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
To review other courses see the classroom course list and you can always contact a Sage training advisor on 0845 641 0624 or by email.

Important notes about booking your Sage classroom training course


  • When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
  • If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
  • If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
  • Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
  • *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.


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Detailed course content


Click to see the course content


Sage Instant Accounts training course session 1 - Recurring Transactions

  • Understand Recurring Entries
  • Creating Recurring Entries
  • Processing Recurring Transactions

Sage Instant Accounts training course session 2 - Bank Reconciliation

  • Grouped Transactions
  • Bank Statement
  • Reconciliation Tools
  • Bank Reconciliation Reports
  • Bank Reconciliation Using E-Banking

Sage Instant Accounts training course session 3 - Credit Control

  • Ageing Customer Debts and Debtors Reports
  • Customising the Ageing Periods
  • Customer Statements, Overdue Letters and Mail Merge
  • Accounts on Hold

Sage Instant Accounts training course session 4 - Financial Reports

  • The Trial Balance
  • The Chart Of Accounts Layout
  • Creating the Profit and Loss Report
  • Creating the Balance Sheet Report
  • The Budget Report
  • Report Output Types

Sage Instant Accounts training course session 5 - VAT Preparation

  • Scale Charges
  • The Audit Assistant
  • Preparing for Online Submissions

Sage Instant Accounts training course session 6 - VAT Production

  • The VAT Return
  • Checking the VAT Return
  • Manual Adjustments
  • Reconciling the VAT Return
  • VAT Transfer
  • Online Submissions
  • Electronic Payments to HMRC

Sage Instant Accounts training course session 7 - Financial Year End

  • Posting Transactions into the New Financial Year
  • Preparing the Year End
  • Running the Financial Year End
  • Clearing the Audit Trail


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