COURSE OUTLINE. Sage One Accounting and Sage One Payroll. Last Updated: 28 September 2017

Transcription

1 Sage One Accounting and Sage One Payroll Last Updated: 28 September 2017

2 1. Table of Contents 1. Table of Contents... 2 A. COURSE OUTLINES Sage One Accounting Sage One Payroll... 5 B. CONTACT DETAILS Location for training For bookings or more information... 7 AccTech All rights reserved Page 2 of 7

3 A. C o u r s e O u t l i n e s 1. Sage One Accounting Course description The comprehensive training course covers the set up and in-depth processing within the Sage One Accounting product. This course will help you learn to manage your business in an online environment. Course duration This course is scheduled for two (2) days from 9:00 till 16:00. Course pre-requisites Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping Computer/Windows literate Mathematical Literacy or Standard 8/Grade 10 Mathematics Established Accounting background or qualification NQF Level 3 If you are not yet competent in the required prerequisites, you must first complete the relevant courses before enrolling for this course. It is essential that the course prerequisites are met in order to avoid being asked to leave and the course fees being forfeited. Documentation The following documentation is included with the course Sage One Practitioner manual User Competency Assessment Certificate of attendance Topics covered Starting Sage One Accounting Sage One Accounting The online help and supporting documentation The sign up process for Sage One Accounting Logging into your company AccTech All rights reserved Page 3 of 7

4 Navigating within Sage One Accounting Maintain and administer your companies Maintaining your companies Creating users and assign permissions The overview of cycles in accounting Changing your password My profile Create and maintain your supplier master files Supplier master files Creating your suppliers Create and maintain your item master files Item master files Creating your items Create and maintain your customer master files Customer master files Creating your customers Processing supplier and customer documents The different transactions Process supplier transactions Process customer transactions Processing with analysis codes Receiving and making payments Other Functionalities Quick views Generate reports Customer statement run The different reports in Sage One Accounting Favourites Losing your work Maintaining your companies Maintaining your companies Setting up the company VAT periods Importing and exporting data Suppliers, Items and Customers Maintain existing suppliers Adjust supplier opening balances Maintaining your items Item adjustments Maintain existing customers Adjust customer opening balances Creating your sales reps Create and maintain other master files Other master files Creating your accounts Adjust accounts opening balances AccTech All rights reserved Page 4 of 7

5 Sales and purchase accounts Account reporting groups Create your bank accounts Maintaining your bank and credit card accounts Adjusting bank and credit card opening balances Creating your assets Creating analysis codes Processing and editing documents Processing with analysis codes Editing documents Processing banks and credit cards Process banks and credit cards Reconcile banks and credit card transactions Import and map bank statements Automatic bank feeds Manage automatic bank feeds Budgets The accountant s area The accountant s duties The accountant s area Processing journal entries VAT returns and reports Processing other VAT related transactions The accountant s reports 2. Sage One Payroll Course description This comprehensive training course covers the legislation, setup and in-depth processing within the Sage One Payroll product. This course will help you learn to pay your employees in an online environment. Course duration This course is scheduled for three (3) days from 9:00 till 16:00. Course pre-requisites Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping Mathematical Literacy or Standard 8/Grad 10 Mathematics Established Accounting Background or Qualification NQF level 3 Documentation The following documentation is included with the course Sage One Payroll manual User Competency Assessment Certificate of attendance AccTech All rights reserved Page 5 of 7

6 Topics covered Day 1: Legislation Day 2: Principles of Tax (PAYE, UIF) Day 3: Sage One Payroll processing such as Creating a company Setting up benefit funds Setting up employees Processing payroll Leave Worksman compensation reports Skills Development Levy Reports Sage One Accounting Integration and Reporting AccTech All rights reserved Page 6 of 7

7 B. C o n t a c t D e t a i l s 1. Location for training We have training facilities in Centurion or training can be done on-site on request. Physical Address: Centurion 1001 Clifton Avenue Lyttelton Manor Centurion 2. For bookings or more information For bookings or more information please feel free to Marili van Niekerk us at or training@acctech.biz For the latest event schedule visit our training page on AccTech All rights reserved Page 7 of 7