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Introduction to Sage Instant

(1 or 2 days)

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download Sage Instant outline

 

Background

This course can be adapted for beginners of computerised accounting and Sage Instant.

Who should attend

Anyone who needs to :

  • Prepare monthly accounts
  • Prepare VAT returns
  • Look after credit control
  • Prepare management accounts
  • Look after any of the main accounting functions

Trainees should ideally have a certain amount of experience with manual accounting.

Course Outline

  • Setting up the accounts structure
    • Sales ledger
    • Purchase ledger
    • Nominal ledger
    • Changing the default accounts, bank accounts etc.
  • Sales ledger
    • Entering invoices and payments
    • Producing statements
    • Debt control
  • Purchase ledger
    • Entering purchases and payments
    • Amendments

  • Nominal ledger
    • Journal entries
    • Bank reconciliations
    • VAT return
    • Producing a Trial Balance
    • Profit and Loss account and Balance Sheet
    • Budget control
  • Invoicing
    • Invoicing from stock
    • Free form invoices
  • Reports
  • Utilities
    • Backup procedures
    • Making corrections