HomeSage Instant Accounts Stage 1 training course
Sage Instant Accounts Stage 1 is a one-day course. Our price is £149.00 (Sage's RRP is £220.00).
» Overview: Everything you need to start using Sage Instant Accounts.
» 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
- Know how to check and safeguard data using backups
Who should attend? New and existing users who are setting up Sage Instant Accounts and transferring outstanding account balances from another system, or those users who already have the software installed and would like to familiarise themselves with the setup and basic usage.
» Detailed course content
Click to see the course content
- Welcome to Sage Instant Accounts
- Working Environment
- Customising the View Options
- Customising Columns
- Sage Services
Session 2 - Settings and Access rights
- Company Preferences
- Value Added Tax
- Financial Year
- Access Rights
- Creating Additional Users
Session 3 - Setting up Nominal Records
- Integrated Three Ledger System
- The Nominal Ledger Layout
- Creating New Nominal Codes
- Deleting a Record
- Control Accounts
- Creating Bank Accounts
Session 4 - The Chart Of Accounts (COA)
- The Role of the Chart of Accounts
- The Default Chart of Accounts
- Checking the Chart of Accounts
- Floating Nominal Accounts
Session 5 - Creating Customer and Supplier Records
- Customer and Supplier Defaults
- Account Code Structures
- Creating a New Customer or Supplier Account
Session 6 - Entering Customer and Supplier Opening Balances
- Preparation for Opening Balances
- Entering Customer and Supplier Opening Balances
- Checking the Balances
Session 7 - Entering Nominal Opening Balances
- Loading Opening Balances
- Reversing the Original Trial Balance
- Loading Nominal and Bank Opening Balances
Session 8 - Safeguarding Data
- Backing up Your Data
- Check Data
- The Backup Routine
- Restoring Your Data
Book now
| Course | Centre | Start date |
Duration | Total places | Available places | Book |
| Sage Instant Accounts Stage1 | Croydon | 05/03/2012 | 1 day | 10 | 7 | |
| Sage Instant Accounts Stage1 | Leeds | 12/03/2012 | 1 day | 12 | 10 | |
| Sage Instant Accounts Stage1 | Bristol | 14/03/2012 | 1 day | 10 | 9 | |
| Sage Instant Accounts Stage1 | Birmingham | 28/03/2012 | 1 day | 12 | 10 | |
| Sage Instant Accounts Stage1 | Glasgow | 11/04/2012 | 1 day | 12 | 12 | |
| Sage Instant Accounts Stage1 | Newcastle | 18/04/2012 | 1 day | 12 | 12 |
Sage Instant Accounts Stage 1 is a one-day course. Our price is £149.00 (Sage's RRP is £220.00).
You can book your course in several ways:
- Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
- Phone: Just call 0845 009 3990 to pay by card or arrange BACS or cheque payments.
- Use the contact form: Click here and fill out the contact form.
Important notes about booking your Sage classroom training course
- When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
- If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
- If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
- Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
- *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.
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Other relevant links
- Introduction to Bookkeeping (1 day)
- Instant Accounts Stage 2 (1 day)
- Instant Accounts Stage 3 (1 day)
