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

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We are the number one Sage Instant Accounts training partner in the UK. We provide quality training and can give you the most appropriate training programme. We'll get you where you want to be as soon as possible, and we get it right first time.

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1 day course

Sage Instant Accounts Day 3 - Period End and Management Information

About the course

The Stage 3 course is aimed at existing users of the program and will give 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. This course is necessary to complete your training and continue with problem-free accounting.

Sage Instant Accounts training course session 1 - Recurring Transactions

• Understand Recurring Entries
• Creating Recurring Entries
• Process Recurring Transactions

Sage Instant Accounts training course session 2 - Bank Reconciliation

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

Sage Instant Accounts training course session 3 - Credit Control

• Ageing Customer Debts
• Customising the Ageing Periods
• Aged Debtors Report
• Customer Statements and Overdue Letters
• Microsoft 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
• Period Figures
• Report Output Types

Sage Instant Accounts training course session 5 - VAT Preparation

• Scale Charges
• The Audit Assistant
• Checking for Duplicate Transactions

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 for the New Financial Year
• What Happens at Year End?
• Running the Financial Year End
• Clearing the Audit Trail

• Introduction to Bookkeeping (1 day)
• Instant Accounts stage 1 (1 day)
• Instant Accounts stage 2 (1 day)
• Instant Accounts home study

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