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Training |
Sage Instant Accounts - Beginners
Course
Description
Sage
Instant Accounts - Beginners provides an introduction to this very popular
computerised accounting package for small businesses.
Prerequisites
Computers
for Beginners or equivalent knowledge.
Study Method:
Flexible
Learning:
What Next?
Sage
Instant Payroll
Course Content
Before You Start
Windows versions, Avoiding destroying data from a ‘live’ version of Instant Accounting, Working with Instant Accounting as a single user, Working with Instant Accounting in a shared environment with multiple users, Working through the chapters, Course aims.
Program Installation
Running the Setup program, The Setup program
Program Basics
Starting Instant Accounting, The Startup Wizard, Entering a password, The main program window, Using the menus and toolbar, Getting help, Exiting Instant Accounting.
Getting Started
Restoring
data for the first time, Setting the financial year, Backing up for the first
time.
Account Names & Numbers
Debit and credit, Double entry Book-keeping, Viewing and printing the accounts list, Account ranges, Changing account names, Control accounts.
Bank Receipts
Entering a bank receipt
Bank Payments
Bank Payments
Financials
The state of the company, The Trial Balance report, The Profit and Loss report, The Balance Sheet.
Customers
Customer details, Entering a new customer, The Customer Record Wizard, Adding more customers, About selecting customers, Editing customer details, Customer address lists.
Suppliers
Supplier details
Service Invoices
Service invoices, Printing invoices, Updating ledgers, Re-printing the invoice.
Products
Categories, Products, Product records, Adding new products, The Product Record window, Ignoring stock levels.
Product Invoices
Product
Invoices, Printing the invoices, Changing an invoice, Updating the ledgers.
Product Credit Notes
Product credit notes
Reviewing Your Accounts
The financial state of your company
Sending Statements
Account balances, Aged debtor’s analysis, Statements.
Customer Receipts
Automatic allocation of receipts, Manual allocation of receipts, Partial allocation of receipts, Giving a discount, Payments on account.
Customer Activity
Customer activity
Purchase Invoices
Supplier details, Batch supplier invoices, Account balances.
Supplier Payments
Payments to suppliers, Supplier activity.
More about the Nominal Ledger
Journal entries, Nominal Code activity, Nominal records.
More about Bank Accounts
Bank transfers, Combined payments, Petty cash transactions.
Bank Reconciliation
Bank reconciliation
Credit Control & Bad Debts
Credit control basics, The Customers window, Using criteria, Sending statements, Accounts letters, Writing off bad debts.
Recurring Entries
What are recurring entries?, Adding new recurring entries, Adding a receipt, Adding journal credits and debits, Editing an entry, Processing recurring entries, Suspending postings, Deleting recurring entries.
The Sage Task Manager
Opening the Instant Task Manager, Entering tasks, Viewing tasks, Marking tasks as complete, Deleting tasks, Closing the Instant Task Manager.
Paying Bills using the Task Manager
Entering bills into Instant Task Manager, Paying bills using Instant Tasks, What happens to the accounts.
VAT Returns
Notes on VAT returns, Producing a VAT return, Printing the VAT return, Reconciling the VAT transactions, Updating the VAT account references, Paying the VAT.
Changing Posted Records
Adding an incorrect payment, Checking the audit trail, File Maintenance, Checking the petty cash account.
Reports and Information
Information, Reports.