Sage, Xero, QuickBooks & FreeAgent

This Xero Accounting core session is designed to give you a firm understanding of the software, catering for all users whether you are at a beginner, intermediate or advanced level.

Xero Accounting – Core Features Session – 1 day (£275 + VAT)

• Navigate Xero Accounting
• Understanding and customising the dashboard
• Use of filters and searches to assist data access and reporting

• Understand the sales overview  
• Create and manage customer quotes, estimates, invoices & credit notes
• Posting customer receipts and payments
• Simple management of the sales ledger, including statements & invoice reminders

• Create, amend and delete bank accounts
• Posting bank and cash transactions
• Setting up bank feeds and reconciling transactions
• Creating bank rules and using cash coding

• Produce and understand Profit & Loss and Balance Sheet reports
• Overview of system reports
• Adjust settings to tailor reports
• Learn how to search for, check and correct transactions

This Sage Accounting core session is designed to give you a firm understanding of the software, catering for all users whether you are at a beginner, intermediate or advanced level.

Sage Accounting – Core Features Session – 1 day (£275 + VAT)

• Navigate Sage Accounting
• Set business preferences and manage user access
• Overview of the document, financial year, VAT and default settings
• Understand the role of the Chart of Accounts and how to amend it
• Enter opening balances for nominal, customer and supplier accounts
• Use of filters and searches to assist data access and reporting

• Create, amend and delete customer accounts
• Create and print customer quotes, estimates, invoices & credit notes
• Posting customer receipts and payments
• Simple management of the sales ledger, including statements, allocating payments and disputing invoices

• Create, amend and delete supplier accounts 
• Enter supplier invoices & credit notes
• Supplier payments and refunds (including producing remittances & disputing invoices)

• Create, amend and delete bank accounts
• Posting bank and cash transactions, including recurring bank entries
• Forecasting and managing cash flow
• Bank reconciliations

• Create, amend and delete nominal accounts
• Use analysis types to help with reporting structures
• Journal & contra entries
• Learn how to search for, check and correct transactions

• Produce and understand Profit & Loss and Balance Sheet reports
• Overview of system reports
• Advanced reporting using Sage intelligence

• Preparing a quarterly VAT Return
• Reconciling and producing the VAT Return

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These Sage 50 Accounts core sessions are designed to give you a firm understanding of the software,  catering for all users whether you are at a beginner, intermediate or advanced level. 

Sage 50 Accounts – Core Features Session – 1 day (£350 + VAT)

Navigation and Settings      

• Navigate Sage 50 Accounts
• Password protection, restricting user access and backups
• Overview of the  configuration, financial year, tax code and default settings
• Understand the role of the Chart of Accounts and how to amend it
• Enter opening balances for nominal, customer and supplier accounts
• Use of filters and searches to assist data access and reporting

Sales Ledger

• Create, amend and delete customer accounts
• Create and print customer invoices & credit notes
• Posting customer receipts and payments
• Simple management of the sales ledger, including statements, credit control and disputed invoices

Purchase Ledger

• Create, amend and delete supplier accounts
• Enter supplier invoices & credit notes
• Supplier payments and refunds (including producing remittances & e-banking files)

Bank Transactions

• Create, amend and delete bank accounts
• Posting bank and cash transactions, including recurring bank entries
• Forecasting and managing cash flow
• Bank reconciliations

Nominal Ledger

• Create, amend and delete nominal accounts
• Use departments to help with reporting structures
• Contra entries and journal entries
• Learn how to search for, check and correct transactions
• Create standard budgets and simple fixed assets

Period End

• Perform period end tasks, including depreciation, prepayments and accruals
• Produce and understand Profit & Loss and Balance Sheet reports

VAT Returns

• Preparing a quarterly VAT Return
• Reconciling and producing the VAT Return

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These Sage 50 Accounts advanced features sessions are designed to give you a firm understanding of the software,  catering for all users whether you are at a beginner, intermediate or advanced level. 

Sage 50 Accounts – Advanced Features Session – 1 day (£350 + VAT)

Stock Management

• Confidently manage the stock area; create records, post opening balances and manual adjustments
• Configure product price lists and discounts
• Set up and understand the different customer & supplier discounts and price lists
• Learn how to use bill of materials (BOM) to create products from multiple stock items
• Processing goods in and goods out
• Perform period end and year end stock takes

Purchase Order

• Understand how to prepare and process purchase orders
• Learn how to make adjustments
• Enter supplier invoices
• Learn how to set up and process recurring, skeleton and duplicate transactions for repeat transactions

Sales Orders

• Prepare and process sales orders
• Learn how to make adjustments
• Allocate stock
• Convert sales orders to invoices and update the ledgers
• Produce quotes and pro-forma invoices
• Learn how to set up and process recurring, skeleton and duplicate transactions for repeat transactions

Projects

• Configure and create projects to assist reporting
• Allocate activity to a project
• Run profitability analysis reports

Period End / Ad-hoc

• Create departments to help with reporting structures
• Create detailed budgets, including departmental budgets
• Perform Month End and Year End routines
• Archiving data, running prior year reports and GDPR
• Consolidating companies

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If the core sessions are not quite what you’re looking for why not book a bespoke training session. Simply choose the functions and features you would like to concentrate on from the list below, then just call us and we can discuss your requirements. (This list is not exhaustive, and some features may not be applicable to all software products. If you can’t see what you need just give us a call and we’ll be happy to help).

• Chart of Accounts
• Configuration and default settings
• General housekeeping and backups
• Nominal ledger and departments – creating accounts, transactions and reports
• Sales Ledger – creating accounts, invoices & credit notes and processing receipts
• Purchase Ledger – creating accounts, invoices & credit notes and processing payments
• Banking module – setup, transactions and reconciliations
• Credit control, including statements and disputed invoices
• Corrections and contra entries
• Stock control – creating products, discounts and price lists and BOM
• Purchase and Sales Order processing
• Budgets – creating detailed budgets and variance reporting
• Projects Module
• Fixed assets – creating assets, processing depreciation and disposal
• Period end tasks, including depreciation, prepayments and accruals
• Year End – the Year End routine, clearing stock and archiving companies
• VAT Returns

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