Freedom to learn. Sage Training Catalogue

Transcription

1 Freedom to learn Sage Training Catalogue

2 Learn new skills Improve productivity Open up your employment opportunities Want to learn how to get the most from your accounts software? Find out how to process a stress-free payroll year end? Or know how to link your Sage software to Microsoft Office? Then you can get the knowledge, skills and confidence you need with Sage Training. Is it for me? Whether you re starting a new job, setting up your own business or you ve been using our software for years, we re sure we have a course that suits. We offer various levels of learning, so if you need to know the basics or want to update your skills, you should find one that s right for you. Why choose Sage Training? Skill up - get the skills you need to do your job well Do it your way - choose classroom, self study or private onsite training Raise morale - investing in people can increase motivation Increase efficiency - use new or refined skills to become more productive Stay competitive - trained and motivated people help businesses stay competitive, improving loyalty and saving recruitment costs Sage Training is accredited by the Institute of IT Training 2

3 Three steps to getting started with Sage Training 1 Choose your style of learning classroom or self study 2 Select the course of your choice that you would like to try 3 To book or buy call or go online at Contents Sage Certification 4-5 Sage Training Passports 6 Classroom Training Sage Training Centres 8-9 Introduction to Sage Bookkeeping 10 Sage Instant Accounts Stage 1 11 Sage Instant Accounts Stage 2 12 Sage Instant Accounts Stage 3 13 Introduction to Sage 50 Accounts 14 Sage 50 Accounts Stage 1 15 Sage 50 Accounts Stage 2 16 Sage 50 Accounts Stage 3 17 Sage 50 Accounts 2009 Upgrade Course 18 Sage 50 Accounts Report Design 19 Linking Sage 50 Accounts to Microsoft Office 20 Sage 50 Accounts Project Costing 21 Sage 50 Job Costing 22 Sage 50 CIS Workshop 23 Sage 50 Payroll Stage 1 24 Sage 50 Payroll Stage 2 25 Sage 50 Payroll Report Design 26 Sage 50 Payroll Year End Workshop 27 Sage 50 Forecasting 28 Sage WinForecast Professional 29 ACT! by Sage Stage 1 30 ACT! by Sage Stage 2 31 Microsoft Excel Stage 1 32 Microsoft Excel Stage 2 33 Private and Onsite Training 34 Self Study Courses Sage Instant Accounts 36 Sage Instant Payroll 37 Sage 50 Accounts Stage 1 38 Sage 50 Accounts Stage 2 39 Sage 50 Accounts Stage 3 40 Sage 50 Payroll Stage 1 41 Sage 50 Payroll Stage 2 42 e-learning and CD Rom Sage Bookkeeping Stage 1 44 Sage Bookkeeping Stage 2 45 Sage Instant Accounts 46 Sage 50 Accounts Stage 1 47 Sage 50 Payroll Year End 48 3

4 Sage Certification What is Sage Certification? You can get Sage Certification by simply passing a short online exam. This is designed to test your new skills using Sage software. You can get Sage Certification for Sage 50 Accounts, Sage 50 Payroll and now Sage Instant Accounts software. If you want to prove you re an experienced Sage software user, Sage Certification is the ideal next step in your training development. What should I expect? Exams last one hour and, as it s online, you have the convenience of taking it at your desk at a time that suits you. The test includes drag and drop scenarios, multiple choice questions and simulations on using your Sage software. 1 Hour Exam 50 + VAT (per level) 4

5 Visit for more details and to buy an exam Is it for me? With Sage Certification you ll have a credible certificate to boost your CV and prove you re a capable Sage software user. Businesses who want to boost their workforce skills and improve morale will also benefit from having Sage Certified people. Sage 50 Accounts Certification covers: Level 1 Nominal, Customer and Supplier Accounts Opening Balances and Journals Passwords and Error Correction Bank Transactions Invoices Level 2 Bank Reconciliation Credit Control Prepayments and Accruals Recurring Entries Fixed Assets Chart of Accounts Reporting Level 3 Stock, Quotations and Invoicing Sales/Purchase Order Processing Over 45% of employees say they d feel more motivated if their organisation invested in their skills* Sage 50 Payroll Certification covers: Level 1 Payroll setup Processing payroll Restoring data Starters, leavers, loans and holidays Level 2 Nominal Link Importing and Exporting Attachment of Earnings and Statutory Payments Month/Year End and Reporting Sage Instant Accounts Certification covers: Navigation and company settings Matching function keys to shortcuts Customer and supplier defaults Creating new records Changing the chart of accounts Working with bank, cash and credit card transactions Raising and paying customer and supplier invoices Performing a bank reconciliation Correcting transactions Running financial reports Printing a bank statement Viewing information on the Profit and Loss report Performing the VAT return procedure * Source: 5

6 Study and save! Get more for your money, with Sage Training Passports The idea is simple: when you buy several training course days at once, we ll give you a discount. The more days you buy, the more money you save. Not only do Sage Training Passports save you cash, they re also flexible, letting you: Mix and match courses - choose from classroom, self study and e-learning options Share with others - several people in your business can use it at the same time Spread the cost - with interest-free Direct Debit payments* 3 day Passport* *Available for Sage Instant customers only 550+VAT or just per day (valid for 6 mths) 5 day Passport 810+VAT or just 162 per day (valid for 6 mths) To find out more or to buy your Sage Training Passport today, call us on or visit 10 day Passport 1075+VAT or just per day (valid for 12 mths) * Available on finance or cash terms for business purposes only. Subject to status. Terms and conditions apply. 6

7 Leave your distractions behind Classroom Training Classroom training gives you the opportunity to get away from it all and concentrate on learning new skills within one to two days. Get to grips with the software with your own PC and benefit from first-hand experience with our expert tutors and small class sizes. You ll find many courses are designed for all abilities and are available in stages, so simply choose one that s right for you.

8 Sage Training Centres Inverness Aberdeen Dundee Perth Glasgow Edinburgh Motherwell Dumfries Newcastle Ballymena Carlisle Belfast Darlington Teesside Harrogate York Bradford Leeds Hull Preston Halifax Huddersfield Liverpool Doncaster Lincoln Manchester Sheffield Chester Nottingham Stoke Derby Norfolk Cardiff Birmingham Hereford Leicester Peterborough Coventry Northampton Cambridge Colchester Oxford Swindon North London Ipswich Key Features: City Training Centre Plymouth Exeter Bristol Reading Croydon Bath Portsmouth Brighton Southampton 8

9 With 11 training centres around the country, we re sure you ll find one that suits you. Visit for directions. Birmingham 1st Floor Interchange Place Edmund Street Birmingham B3 2TA Bristol 1st Floor New Bond House Bond Street Bristol BS2 9AG Croydon Leon House 233 High Street Croydon CRO 9XT Glasgow 3rd Floor 18 Blythswood Square Glasgow G2 4BG Leeds Palladia 2nd Floor 1 City Square Leeds LS1 2ES Manchester Building 7 Exchange Quay Salford Quays Manchester M5 3EP Newcastle North Park Newcastle upon Tyne NE13 9AA Norfolk South Green Park Enterprise Centre Mattishall Dereham Norfolk NR20 3JY Northern Ireland Ballymena Business Centre c/o MCC Computers 62 Fenaghy Road Galgorm Ballymena BT42 1FL North London Unit 1 The Exchange Brent Cross Gardens London NW4 3RJ Reading Sage House Wharfedale Road Winnersh Wokingham Berkshire RG41 5RD If you re new to Sage call us on If you re already using Sage software call

10 Introduction to Sage Bookkeeping The ideal way to learn the basics of double-entry bookkeeping if you re new to accounts What do I learn? Gain a good insight into basic double-entry bookkeeping theory, recording business transactions, VAT, producing basic management reports and how these relate to your Sage software. By the end of this course you will: Understand the concept of double-entry bookkeeping and the meaning of debits and credits Be familiar with the Nominal Ledger and be able to make basic postings Know how to create a Trial Balance Be able to record VAT transactions Understand the purpose of the Sales Ledger and Purchase Ledger Be able to produce a Profit & Loss Statement and Balance Sheet Get an overview of how Sage accounts software operates, and its benefits Where next? If you re planning on using Sage Instant Accounts or Sage 50 Accounts, we ve a variety of Classroom, Self Study, e-learning and CD Rom courses to help get you started. Other options e-learning and CD Rom courses for Sage Bookkeeping are also available. Customers who completed this course also attended: Sage Instant Accounts Stage 1 Introduction to Sage 50 Accounts Sage 50 Accounts Stage 1 Definitely sheds light on the complex world of credits and debits. Ian Mills, Mills Associates (UK) Ltd 1 Day Course VAT 10

11 Everything you need to start using Sage Instant Accounts Sage Instant Accounts Stage 1 What do I learn? Understand the basic functions of Sage Instant Accounts, from navigation, through to creating and amending various records, getting started with opening balances and controlling user access. By the end of this course you will: Be familiar with the Sage Instant Accounts user interface Know how to set up the program to suit your business, including VAT codes, financial year etc Be able to plan and customise the Nominal Ledger Know how to create bank accounts Understand the role of the Chart of Accounts, and how to amend it Be able to create and amend customer and supplier accounts Know how to enter opening balances for nominal, customer and supplier accounts Understand how to use password protection and how to restrict user access Where next? Take the next step with Sage Instant Accounts Stage 2. Other options Self Study, e-learning and CD Rom courses for Sage Instant Accounts are also available. Customers who completed this course also attended: Introduction to Sage Bookkeeping Sage Instant Accounts Stage 2 Sage Instant Accounts Stage 3 The course was great and I felt it met my needs. Michael Baty, Robson Laidler 1 Day Course VAT Sage Certification available Find out more. Call or visit 11

12 Sage Instant Accounts Stage 2 Discover more about the day-to-day functionality of Sage Instant Accounts If you re new to Sage Instant Accounts, we recommend you take Stage 1 before attending this course What do I learn? Increase your understanding of core operations, including Journal entries, Bank transactions, Sales and Purchase ledger, Invoicing and Products. By the end of this course you will: Know how to record bank payments, bank receipts and transfers between bank accounts Be able to record supplier invoices and credit notes, and make supplier payments (including online) Understand how to record sales invoices and credit notes and post customer receipts Know how to print quotations, invoices and credit notes from the program Be able to record journal entries in the Nominal Ledger Know how to check and safeguard data using backups Understand how to identify and correct errors Be able to plan and create stock records and enter opening balances Know how to produce product invoices and manage stock control Where next? Take the final step with Sage Instant Accounts Stage 3. Other options Self Study, e-learning and CD Rom courses for Sage Instant Accounts are also available. Customers who completed this course also attended: Introduction to Sage Bookkeeping Sage Instant Accounts Stage 1 Sage Instant Accounts Stage 3 The course met my needs as I knew very little beforehand. Nikki Linton, The Surrey Cardiovascular Clinic 1 Day Course VAT Sage Certification available 12

13 Your final steps to mastering Sage Instant Accounts Sage Instant Accounts Stage 3 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 Other options Self Study, e-learning and CD Rom courses for Sage Instant Accounts are also available. Customers who completed this course also attended: Introduction to Sage Bookkeeping Sage Instant Accounts Stage 1 Sage Instant Accounts Stage 2 Training with Sage was a really enjoyable experience - fantastic. David O'Callaghan, Quest Sage Certification available 1 Day Course VAT Find out more. Call or visit 13

14 Introduction to Sage 50 Accounts The perfect place to start if you re new to Sage 50 Accounts What do I learn? Get a firm understanding of the basic principles of Sage 50 Accounts, from navigation through to creating and amending various records, getting started with opening balances and controlling user access. By the end of this course you will: Be familiar with the Sage 50 Accounts user interface Understand how to use password protection and how to restrict user access Understand basic configuration, financial year settings, and setting up tax codes Know how to create, amend and delete nominal accounts Know how to create bank, cash and credit card accounts Understand the role of the Chart of Accounts, and how to amend it Know how to enter budget information and create departments Know how to create, amend and delete customer and supplier accounts Be able to enter opening balances for nominal, customer and supplier accounts Where next? Learn more about the core operations with Sage 50 Accounts Stage 1. Other options Self Study courses for Sage 50 Accounts are also available. Customers who completed this course also attended: Introduction to Sage Bookkeeping Sage 50 Accounts Stage 1 Sage 50 Accounts Stage 2 Did it meet my needs? Absolutely. It was what I expected and more. Tom Rae, HML Holdings plc 1 Day Course VAT 14

15 Discover how to get the most from your software on a day-to-day basis Sage 50 Accounts Stage 1 If you re new to this software, we recommend you take Introduction to Sage 50 Accounts before attending this course What do I learn? Understand the core operations of Sage 50 Accounts. Some of the key topics include processing invoices, credit notes and payments, managing the sales ledger, posting bank payments and receipts, error correction and protecting your data. By the end of this course you will: Know how to enter supplier invoices and credit notes Be able to post supplier payments including printing remittance advices, cheques and using e-banking Know how to create and print service invoices and credit notes for customers Be able to post customer receipts and understand how to manage the Sales Ledger, including disputing invoices Understand how to deal with contra entries Be familiar with posting bank and cash transactions Learn how to save time by using Recurring Entries Understand how to interrogate data using searches to enable more accurate reporting Know how to check and safeguard data using backups Understand how to correct errors Know how to post and correct Journal Entries Be able to process customer payments and supplier refunds Where next? Take the next step with Sage 50 Accounts Stage 2. Other options Self Study courses for Sage 50 Accounts are also available. Customers who completed this course also attended: Introduction to Sage 50 Accounts Sage 50 Accounts Stage 2 Sage 50 Accounts Stage 3 2 Day Course VAT Sage Certification available Find out more. Call or visit 15

16 Sage 50 Accounts Stage 2 Discover the tools that let you analyse your finances What do I learn? Take an in-depth look at the processes for Month End, Year End, credit control, VAT return and Microsoft Office integration. It also covers depreciation, prepayments and accruals, recurring entries and key performance indicators. By the end of this course you will: Know how to perform a bank reconciliation Understand how to manage credit control, including reports, statements and overdue letters Be able to manage and forecast your cash flow Be able to write off bad debts and perform a VAT reclaim Know how to set up the Fixed Asset Register, post depreciation journals and dispose of fixed assets Understand how to post prepayments and accruals Be able to produce financial reports, including the Profit & Loss report and Balance Sheet Know how to set budget information and use departments for additional analysis Understand how to integrate Sage 50 Accounts with Microsoft Office Be able to produce, check and submit a VAT Return Know how to prepare for, and run the Year End routine Where next? Take the final step with Sage 50 Accounts Stage 3. Other options Self Study courses for Sage 50 Accounts are also available. Customers who completed this course also attended: Sage 50 Accounts Stage 1 Sage 50 Accounts Stage 3 Linking Sage 50 Accounts to Microsoft Office Sage Certification available 2 Day Course VAT 16

17 Master the tools you need to take control of your stock and orders, including trading overseas Sage 50 Accounts Stage 3 What do I learn? Learn everything you need to know about managing a stock control system and processing sales and purchase orders. This course also covers sales invoices and credit notes, quotes and pro forma invoices, as well as foreign trading and Intrastat reports. By the end of this course you will: Know how to plan and maintain stock records, post opening balances and record adjustments Know how to set up multiple delivery addresses for your company, your customers and suppliers Be familiar with the purchase order cycle, know how to process from entry to delivery and match and post invoices to orders Understand product pricing and discount structures Be familiar with the sales order cycle, know how to process from entry to despatch and link to other areas of Sage 50 Accounts Professional Know how to perform stock takes, process stock adjustments and deal with stock returns and stock month end journals Know how to use the Bill of Materials function to assemble finished goods from stocked components Be able to produce product invoices and credit notes Be able to produce quotes and pro forma invoices Be able to produce repeat invoices using recurring transactions, skeletons and duplicates Know how to run a stock year end and make global changes Know how to set up foreign trader, produce foreign currency orders and receipts and create foreign currency price lists Other options Self Study courses for Sage 50 Accounts are also available. Customers who completed this course also attended: Sage 50 Accounts Report Design Linking Sage 50 Accounts to Microsoft Office Sage 50 Accounts Project Costing 2 Day Course VAT Sage Certification available Find out more. Call or visit 17

18 Sage 50 Accounts 2009 Upgrade Course Learn how to get the most from the new features of Sage 50 Accounts 2009 What do I learn? Discover everything you need to know about the new features of Sage 50 Accounts Focusing on managing your VAT and online submissions, taking credit card payments, management reports and dealing with discounts. By the end of this course you will: Have been introduced to the Welcome Screen, RSS Newsfeeds, copying the Chart of Accounts and the new management reports Understand Budgets and Departments and departmental budgeting Be familiar with the VAT ledger, manual VAT return adjustments, online submissions and reverse charges Know how to use the new Bank Reconciliation features Understand new customer and supplier features, such as taking payment by credit card, receipts and customer activity Understand new smart links, on screen and net value discounts and how to record deposits when using Invoices and Sales Orders Customers who completed this course also attended: Sage 50 Accounts Report Design Linking Sage 50 Accounts to Microsoft Office Sage 50 Accounts Project Costing 1 Day Course VAT 18

19 Unlock the full power of Sage 50 Accounts Report Designer and fully customise your reports and layouts Sage 50 Accounts Report Design What do I learn? Become an expert at amending and creating reports/layouts, adding totals, filters and also ranges for more specific analysis. By the end of this course you will: Know how to create new reports using the report wizard, amend fixed reports, select variables, sort information and amend the page layout Be able to insert calculations into a report and change the presentation of information Know how to improve presentation by adding sub-totals and grand totals Understand how to add filters to a report to select specific information Be able to split debits and credits and produce meaningful transaction totals Know how to add ranges to a report Be familiar with selection filters, advanced filters and advanced criteria Know how to create overdue account letters and sales promotions using specific criteria and expressions Know how to amend an existing invoice layout or create one from scratch Customers who completed this course also attended: Linking Sage 50 Accounts to Microsoft Office Sage 50 Accounts Stage 1 Microsoft Excel Stage 2 Excellent. Exactly what I needed to know at a pace that was very manageable. Alicia McKenzie, Unicorn Theatre 2 Day Course VAT Find out more. Call or visit 19

20 Linking Sage 50 Accounts to Microsoft Office Get the very most from your accounts data What do I learn? Learn everything you need to know about how Microsoft Office can integrate with Sage 50 Accounts. It includes dynamically linking spreadsheets in Excel, running mail merges in Word and creating live links to PowerPoint presentations. By the end of this course you will: Have had a basic introduction to the Open DataBase Connectivity (ODBC) driver Be able to navigate around the menu options available in Microsoft Query Know how to update the live link between the query and Sage 50 Accounts using the refresh option Understand how to add both single and multiple calculations to a query, then return the data to Microsoft Excel and format the cells Be able to run a mail merge within Microsoft Word to link the data in Sage 50 Accounts to a Word document Know how to create labelled envelopes from the names and addresses in Sage 50 Accounts Understand how to use the If Then Else statement within Microsoft Word Be able to use multiple tables within Microsoft Excel and join the tables together Know how to use the cycle through totals option in Microsoft Query Be able to create graphs in Microsoft Excel based on data from Sage 50 Accounts and create a live link to Microsoft PowerPoint Know how to create pivot tables and charts in Microsoft Excel to dynamically interrogate the Sage 50 Accounts data Know how to add criteria to select specific data from Sage 50 Accounts Be able to set up parameter queries to enable specific ranges to be entered when requesting data from Sage 50 Accounts Customers who completed this course also attended: Sage 50 Accounts Stage 2 Microsoft Excel Stage 1 Microsoft Excel Stage 2 1 Day Course VAT 20

21 Learn how to fully manage ongoing projects with Sage 50 Accounts projects module Sage 50 Accounts Project Costing What do I learn? Take a comprehensive look at the project lifecycle including costs, budgeting, resources, charges and billing. By the end of this course you will: Be familiar with Project Costing and understand how to configure the module Be able to set up Cost Types and Cost Codes Know how to create and enter Project Records and Sub-Projects Understand how to assign invoices and bank payments to projects Be able to record committed costs Understand the concept and use of resources, project charges and credits Be familiar with project reporting, activity and on screen enquiries Understand Billing and Project closure Customers who completed this course also attended: Sage 50 Accounts Stage 3 Sage 50 Accounts 2009 Upgrade Course Sage 50 CIS Workshop This course satisfied my training requirements and gave me an appetite to sign up for another one. Stuart Bratchell, Audio Visual Unit Ltd 1 Day Course VAT Find out more. Call or visit 21

22 Sage 50 Job Costing Professionally manage and analyse ongoing jobs with Sage 50 Job Costing What do I learn? Find out everything you need to know to set up job analysis, including costs and profitability, assigning stock and invoices and how the data integrates with Sage 50 Accounts and Sage 50 Payroll. By the end of this course you will: Be able to navigate the Sage 50 Job Costing menu and set up passwords and users for security Understand the integration between Sage 50 Job Costing, Sage 50 Accounts and Sage 50 Payroll Know how to set up the job analysis Be able to plan and create your own individual cost analysis and budgets Know how to set up new job records Understand how to use job templates and copy existing jobs Learn how to enter opening balances for existing costs and revenue Know how to assign stock issues, purchase invoices and bank payments to a job Be able to create and process purchase orders to show committed costs Be able to produce reports to show current costs, profitability and work in progress figures Know how to set up the charging structure for labour within Sage 50 Job Costing Know how to record timesheet entries and transfer information to Sage 50 Payroll Understand how to use job enquiries to show the total costs, budgets and revenue details on screen Know how to generate sales invoices and post to Sage 50 Accounts Customers who completed this course also attended: Sage 50 Accounts Stage 3 Sage 50 CIS Workshop Sage 50 Payroll Stage 2 2 Day Course VAT 22

23 How to use your software and make sure you comply with the Construction Industry Scheme Sage 50 CIS Workshop What do I learn? This course gives you an introduction to the Construction Industry Scheme (CIS), covering everything you need to know to set up and configure sub-contractor records to submit your monthly CIS returns online. By the end of this course you will: Be familiar with the operation of the CIS scheme, and your responsibilities as a contractor Understand how to register the CIS module with Sage and configure Sage 50 Accounts for e-submissions Know how to complete sub-contractor details and verify their tax status with HM Revenue & Customs (HMRC) Be able to process sub-contractor payments Know how to produce sub-contractor statements Be familiar with the electronic submission of monthly CIS returns Customers who completed this course also attended: Sage 50 Accounts Stage 3 Sage 50 Accounts Project Costing Sage 50 Job Costing Very good. Thorough and systematic, with excellent notes to take away. Nancy Goodacre, Bespoke Agency Half Day Course VAT Find out more. Call or visit 23

24 Sage 50 Payroll Stage 1 All you need to get started with Sage 50 Payroll What do I learn? Get to grips with the basic principles of Sage 50 Payroll. From navigation through to creating and amending the company and employee records, to getting started with pay elements and YTD figures and controlling user access. By the end of this course you will: Understand how to configure the program to suit company requirements Know how to set up your software to use e-banking to pay employees and to collect taxes by BACS Know how to set up absence reasons, departments, cost centres and employee analysis Be able to create pay elements for payments, deductions and net payments and understand the pay element reports Understand the methods of creating, editing and customising employee records Be able to enter year to date figures for employees using the P11 form Know how to set up pension schemes to deduct pension contributions from the employee and calculate any employer contributions Understand how to use password protection and how to restrict user access Where next? Tackle the more complex areas of your software with Sage 50 Payroll Stage 2. Other options Self Study courses for Sage 50 Payroll are also available. Customers who completed this course also attended: Sage 50 Payroll Stage 2 Sage 50 Payroll Year End Sage 50 Payroll Report Design I found the course very informative and well presented. I was very satisfied with the training. Sinead McEwen, Urban Initiatives 1 Day Course VAT Sage Certification available 24

25 Learn the more challenging aspects of Sage 50 Payroll Sage 50 Payroll Stage 2 If you re new to Sage 50 Payroll we recommend you attend Sage 50 Payroll Stage 1 before this course What do I learn? Deals with handling the day-to-day operation of Sage 50 Payroll, including payslip production, processing statutory payments and adhering to HMRC legislation. By the end of this course you will: Know how to set up new starters with and without P45 details Be able to process statutory payments and calculate employee entitlement Be able to process holiday pay in advance to employees Know how to set up company loans and allocate to employees Know how to allocate pension schemes to employees and process wages Understand how to allocate Attachment of Earnings to an employee Know how to set up the link between Sage 50 Payroll and Sage 50 Accounts and how to transfer the data Understand how to make changes using the rollback function Understand how to use the monthly P32 form to calculate amounts due to HMRC Be able to create holiday schemes and use the absence diary to record the details Other options Self Study courses for Sage 50 Payroll are also available. Customers who completed this course also attended: Sage 50 Payroll Stage 1 Sage 50 Payroll Year End Sage 50 Payroll Report Design Sage Certification available 2 Day Course VAT Find out more. Call or visit 25

26 Sage 50 Payroll Report Design Unlock the full potential of Sage 50 Payroll Report Designer to fully customise your reports and layouts What do I learn? This course explains everything you need to know about amending and creating reports/layouts, adding totals, filters and ranges for more specific analysis. By the end of this course you will: Be able to create new reports and amend standard reports and page layouts Know how to insert expressions into a report to calculate and print specified information Know how to insert groups into existing reports to subsection information and create subtotals Understand how to add filters to select specific information in the report Understand how to print criteria on reports Know how to use the report designer to create various employee letters Customers who completed this course also attended: Sage 50 Payroll Stage 1 Sage 50 Payroll Stage 2 Sage 50 Payroll Year End I was very pleased with the quality of the training, through good teaching and manuals I found it very easy to pick up how to use the software. Annabel Nartey, Angel Finance & Property Services 1 Day Course VAT 26

27 Process a successful Payroll Year End Sage 50 Payroll Year End Workshop What do I learn? Get the skills and knowledge you need to complete your Payroll Year End using Sage 50 Payroll. Includes how to identify and overcome common issues, Year End Processing and Returns, Internet Submissions and preparing for the new tax year. By the end of this course you will: Understand the preliminary tasks that make Payroll Year End run smoothly Know how to identify and correct errors prior to Payroll Year End processing Understand the Payroll Year End procedure and how to ensure all appropriate checks are completed Understand the different statutory forms and when they need to be submitted Know how to submit P14 and P35 forms electronically to HMRC Know how to get ready and process your payroll in the new tax year Other options e-learning and CD Rom courses for Sage 50 Payroll Year End are also available. Customers who completed this course also attended: Sage 50 Payroll Stage 1 Sage 50 Payroll Stage 2 Sage 50 Payroll Report Design The training I received will be priceless in my workplace. Diane Craig, Ian Craig (Haulage) Ltd Half Day Course VAT Seasonal availability Feb-Apr Find out more. Call or visit 27

28 Sage 50 Forecasting Plan for the future of your business with Sage 50 Forecasting What do I learn? This course explains everything you need to know about using Sage 50 Forecasting, from how to create forecasts, entering data, generating reports to integration with Sage 50 Accounts and Microsoft Excel. By the end of this course you will: Know how to create weekly or monthly forecasts using sections and sub-sections Be able to enter forecast information for sales and cost records using various calculation methods Understand hot-linking from other Sage software and Microsoft Excel Know how to forecast using standard and composite stock records, including stock channels Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest Know how to configure the bank account, business tax and dividends Know how to incorporate multi-currencies and memo records Be able to analyse forecasted sales and costs by department Understand Sales Ledger and Stock financing and how to setup bad debts and other provisions Know how to flex data in a forecast and extend the forecast to cover a longer time period Be able to enter or import actual figures into forecasts and create variance reports Customers who completed this course also attended: Sage 50 Accounts Stage 2 Linking Sage 50 Accounts to Microsoft Office Microsoft Excel Stage 2 2 Day Course VAT 28

29 Get the very most from Sage WinForecast Professional Sage WinForecast Professional What do I learn? Discover the features of Sage WinForecast Professional that allow you to create forecasts, enter data, generate reports, integrate with Sage 50 Accounts and Microsoft Excel and create consolidated forecasts. By the end of this course you will: Know how to preset certain default information to save time when forecasting Know how to create new forecasts using the various types of records available Understand hot-linking from Sage accounts software and Microsoft Excel How to flex data in a forecast and to extend the forecast to cover a longer time period Know how to configure the bank account, business tax and dividends Understand external elements that affect forecasts, such as VAT rates, taxation and bank interest Be able to enter or import actual figures into forecasts and create variance reports Know how to configure the software for multi-currency Be able to customise reports, add formulae and create departmental forecasts Be able to handle domestic purchases and export sales of stock Know how to forecast for fixed and financed fixed assets and how to handle revaluation of assets Understand how to use the employee list to forecast wages Know how to consolidate forecasts and handle goodwill, minority interests and elimination Know how to create templates and maximise the use of memo records Customers who completed this course also attended: Sage 50 Accounts Stage 2 Linking Sage 50 Accounts to Microsoft Office Microsoft Excel Stage 2 2 Day Course VAT Find out more. Call or visit 29

30 ACT! by Sage Stage 1 All you need to get started if you re new to ACT! What do I learn? Discover the basics behind ACT! by Sage, including setting up contacts, lookups and searches, exporting data to Microsoft Excel, activities and opportunities, dashboards, and letter templates. By the end of this course you will: Be more familiar with navigation and what ACT! can do for you Understand how to manage your contacts Know how to use Lookups and Searches Know how to use the Document tab, including editing, adding and mapping to spreadsheets Know more about Groups and Companies and how to use subgroups and divisions Be able to import mailing lists and export data to Microsoft Excel Understand how to schedule activities, including creating types and priorities, adding resources, contacts and users and how to use activity reporting Understand the Opportunity process and how to manage opportunities from creation to closing, including reports and pipeline management Be familiar with ACT! Dashboards Be able to create letters, letter templates and understand how to use mail merge Understand how to use integration Know how to deal with duplicate records and make global changes Understand how to use Database Maintenance, including taking a backup Know how to set up and perform synchronisation Where next? Take the next step in your ACT! training with ACT! by Sage Stage 2. Customers who completed this course also attended: ACT! by Sage Stage 2 Sage 50 Accounts Stage 1 Sage 50 Accounts Stage 2 2 Day Course VAT 30

31 A more in-depth look at the functionality of your ACT! software ACT! by Sage Stage 2 What do I learn? Master everything you need to know about creating a new database and users, customising fields and layouts, importing data and using the ACT! Report Designer. By the end of this course you will: Know how to create a new database, create and delete users and manage user passwords Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security Know how to use the Layout Designer to amend existing layouts and create new tabs Be able to import data from ACT!, Microsoft Excel and Outlook Know how to use ACT! Report Designer, including understanding the report structure and how to amend existing reports Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items Know how to setup and use the Sage Accounting link, including importing and creating Sage Accounts records Customers who completed this course also attended: ACT! by Sage Stage 1 Sage 50 Accounts Stage 1 Sage 50 Accounts Stage 2 Brilliant, a great way to get to know ACT! Paul Jones, City & West End Solutions 1 Day Course VAT Find out more. Call or visit 31

32 Microsoft Excel Stage 1 Getting to grips with the basics of Microsoft Excel What do I learn? Work more confidently and efficiently with Microsoft Excel, from basic formulae and chart creation, to sorting data, filtering data and linking worksheets. By the end of this course you will: Know quick methods of navigation and data entry Be able to use the fill handle and create custom lists Understand how to construct and display formulae Know how to attach notes to a spreadsheet using the comments feature Be able to use the chart wizard to represent your data graphically in your spreadsheet Know how to simultaneously create, format and link multiple worksheets within the workbook Understand how to open and navigate multiple files and dynamically link them to produce a consolidation workbook Know how to sort and filter data Where next? Take the next step towards mastering Excel with Microsoft Excel Stage 2. Customers who completed this course also attended: Microsoft Excel Stage 2 Linking Sage 50 Accounts to Microsoft Office Sage 50 Accounts Stage 2 I enjoyed this course - it covered everything that I needed to learn. Vikki Rae, EMM Corp 1 Day Course VAT 32

33 Get much more from your spreadsheets with the advanced functionality of Microsoft Excel Microsoft Excel Stage 2 If you re new to Microsoft Excel, we recommend you take Microsoft Excel Stage 1 before this course What do I learn? Work more confidently with more complex features in Microsoft Excel. From advanced formulae and analysing large quantities of data with pivot tables, to creating templates and using macros. By the end of this course you will: Know how to create and edit named ranges Know how to use advanced formulae, such as Nested IF, SUMIF and VLOOKUP Be able to create pivot tables from raw data and then edit and reformat Know how to locate and fix errors in spreadsheets Be able to use the chart wizard to modify existing charts and add trend lines Be able to capture different views, such as outlines and sub-totals to manipulate large spreadsheets, then use the Report Manager to save them Know how to automate tasks to ensure accuracy and save time using the macro feature Be able to assign macros to buttons and graphics Customers who completed this course also attended: Microsoft Excel Stage 1 Linking Sage 50 Accounts to Microsoft Office Sage 50 Accounts Stage 2 The overall experience was extremely useful. I now feel more confident in my methods when using the software. Alicia McKenzie, Unicorn Theatre 1 Day Course VAT Find out more. Call or visit 33

34 Private and Onsite Training Can t come to us? Let us come to you We know that all businesses are different, and so have different training needs. And we realise that it s sometimes hard to train more than one person in a business, both time-wise and financially. With private training, you can train several people - at one time, in one place, for one low price. Plus, you can adapt any of our classroom courses to focus on the areas that best suit your business needs. Is it for us? Enjoy the benefits of Sage Training, without leaving the office: Choose any classroom course Tailor your course to suit your business Learn in a more convenient location A cost effective way of training several people at once (up to 12) All delivered by a dedicated Sage tutor From 850 per day +VAT Plus expenses (minimum 200) To find out more or to book your course, call and speak to one of our advisors 34

35 Work at your own pace with step-by-step workbooks Self Study Courses Whether you re at home or in the office, learn your software in your own time through Read it and Try it sessions. With your workbooks you ll get a 180-day version of the latest Sage software, plus practice data to get some real hands-on experience.

36 Sage Instant Accounts Everything you need to know about Sage Instant Accounts, from installation to day-to-day use Course overview Book 1: How to install and set up your Sage Instant Accounts software Learn how to install your Sage Instant Accounts software and set up your company information, create your Nominal, Bank, Customer and Supplier records and enter any outstanding balances from your previous accounts system. This course includes: 180-day version of Sage Instant Accounts Practice data to enrich the learning experience Six workbooks with free online tests throughout Sage Certification Test Book 2: Working with day-to-day transactions Understand the best working practice for entering your Customer and Supplier transactions. Learn how to produce service invoices, deal with cash, bank and credit card transactions and process recurring entries. Book 3: Dealing with Security, Corrections and Housekeeping Explore the benefits of Access Rights to set up additional operators and passwords. Review the typical housekeeping tasks, such as backup and restore, and how to operate the error correction tools. Book 4: Controlling your Stock, producing Quotations and Product Invoices Find out how to set up and use the Products database to its full potential. Practice with the software s stock control features, the production of customer quotations and product invoices. Book 5: Managing your Company s Credit Control Perform effective credit control tasks in your business; ensuring customers pay on time. Book 6: Running Period End Routines and Management Reporting Deal effectively with the typical period end routines; these include posting Journals, reconciling the Bank statement, completing the VAT return, performing the Year End and extracting essential management information. Other options Classroom, e-learning and CD Rom courses for Sage Instant Accounts are also available. 20hrs Course 99 Sage Certification available 36

37 Get to grips with Sage Instant Payroll, from installation to day-to-day processing and Year End Sage Instant Payroll Course overview Book 1: How to install and set up Sage Instant Payroll Learn how to install Sage Instant Payroll, set up your company information, review the appropriate Government Legislation and set up a password security. You will also practice setting up your employee records and entering their relevant payroll information and year to date values. Book 2: How to process a standard payroll run Learn how to select the employees you wish to process payroll for, set up additional payment and deduction elements for your company and enter the employee payments for this period. You will then be able to check the payroll figures against useful reports, print the employee payslips and complete the payroll run for this period. You will also practice how to set up new starters joining your employment and how to deal with leavers. Book 3: Making use of the other main utilities within Sage Instant Payroll Builds on your existing payroll knowledge. Here you will practice how to set up, apply and process pension and holiday schemes. Learn how to record holidays and other absences in Sage Instant Payroll and how to advance holiday pay. You will also learn how to extract information from Sage Instant Payroll for use in other software, such as Sage Instant Accounts. Book 4: Statutory functions in Sage Instant Payroll Focuses on the statutory elements of payroll. Learn how to deal with Attachment of Earnings Orders, Student Loan Deductions, Statutory Sick Pay, Statutory Maternity Pay and other statutory payments and absences you may need to process in Sage Instant Payroll. This course includes: 180-day version of Sage Instant Payroll Practice data to enrich the learning experience Five workbooks with free Book 5: The Period End, the Year End and online tests throughout e-submissions Understand the tasks you need to complete at a typical month end in payroll. Become familiar with the routines, reports and requirements linked to Payroll Year End. This workbook explains how to produce and submit your Year End forms electronically to HM Revenue & Customs (HMRC). 15hrs Course 45 Find out more. Call or visit 37

38 Sage 50 Accounts Stage 1 The ideal way to get started with Sage 50 Accounts Course overview Book 1: How to install and set up your Sage 50 Accounts software Learn the initial set up routines, how to create records for your company s Nominal Ledger, Bank, Customers and Suppliers. Also review various key settings for your accounts, such as the Chart of Accounts and departmental budgets. Book 2: How to enter your opening balances This workbook looks at all the decisions you need to make before you enter your start up balances and shows you how to post opening balances for your Customers, Suppliers and Nominal Ledger into Sage 50 Accounts. Book 3: Starting to enter transactions Sage Certification Test Workbook three concentrates on the day-to-day transactions you can enter into your Nominal Ledger, your cash, bank and credit card accounts as well as your customers and suppliers. Book 4: Housekeeping, error corrections and access rights In this book you will learn how to keep your data clean and safe, how to secure Sage 50 Accounts and how to correct errors you may have entered in your transactions. Where next? Take the next step with Sage 50 Accounts Stage 2 - Self Study. Other options Classroom, e-learning and CD Rom courses for Sage 50 Accounts are also available. This course includes: 180-day version of Sage 50 Accounts Practice data to enrich the learning experience Four workbooks with free online tests throughout Sage Certification available 15hrs Course 145 You can save money on this course by buying Stages 1, 2 and 3 at the same time, for only

39 Discover the core functionality of Sage 50 Accounts If you re new to Sage 50 Accounts we recommend you complete Sage 50 Accounts Stage 1 before this course Sage 50 Accounts Stage 2 Course overview Book 1: Credit Control This book will guide you through all the powerful tools available in Sage 50 Accounts to help you carry out effective credit control for your company. Book 2: Month End Procedures Learn how to add fixed assets in Sage 50 Accounts and how to automatically record depreciation. Also explore the use of prepayments and accruals and practice your bank statement reconciliation. Book 3: Reporting, VAT returns and Year End This book will show you how to produce your standard period end management reports in Sage 50 Accounts. You will also learn how to complete your VAT Return correctly and, as part of the Year End process, how to send your data to your accountant. Book 4: Management Information Discover how to analyse transactions using departments, then produce your key reports, such as the Profit and Loss, for each department. Familiarise yourself with additional management tools available in Sage 50 Accounts, including cash flow and dashboards. Where next? Take the final step with Sage 50 Accounts Stage 3 - Self Study. Other options This course includes: 180-day version of Sage 50 Accounts Practice data to enrich the learning experience Four workbooks with free online tests throughout Sage Certification Test Classroom courses for Sage 50 Accounts are also available. 15hrs Course 145 Sage Certification available Find out more. Call or visit 39