Sage Instant Accounts Stage 3 training course
Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00).
» Overview: Your final steps to mastering Sage Instant Accounts.
» What do I learn?
Get to know the in-depth processes for Month End, Year End, credit control, VAT Return and Microsoft® Office integration. It also covers bank reconciliation, recurring entries and Dashboards (Sage Instant Accounts Plus).
» By the end of this course you will:
- Know how to perform a bank reconciliation
- Be able to manage credit control, including statements and overdue letters
- Understand how to produce financial reports, including the Profit & Loss report and Balance Sheet
- Learn how to complete a VAT return and make VAT payments (including online)
- Know how to prepare for, and run the Year End routine
- Understand how to integrate Sage Instant Accounts with Microsoft® Office
- Understand how to take payments using Sage Pay
Who should attend? Existing users of the program looking for an in depth knowledge of the processes and procedures for completing the Month and Year End routines. The course covers several subjects including Bank Reconciliation, Credit Control and completing the VAT Return.
Book now
| Course | Centre | Start date |
Duration | Total places | Available places | Book |
| Sage Instant Accounts Stage3 | Croydon | 08/10/2010 | 1 day | 12 | 9 | |
| Sage Instant Accounts Stage3 | Glasgow | 20/10/2010 | 1 day | 12 | 11 |
Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00).
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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Detailed course content
Click to see the course content
Session 1 - Recurring Transactions
- Understand Recurring Entries
- Creating Recurring Entries
- Processing Recurring Transactions
Session 2 - Bank Reconciliation
- Grouped Transactions
- Bank Statement
- Reconciliation Tools
- Bank Reconciliation Reports
- Bank Reconciliation Using E-Banking
Session 3 - Credit Control
- Ageing Customer Debts and Debtors Reports
- Customising the Ageing Periods
- Customer Statements, Overdue Letters and Mail Merge
- Accounts on Hold
Session 4 - Financial Reports
- The Trial Balance
- The Chart Of Accounts Layout
- Creating the Profit and Loss Report
- Creating the Balance Sheet Report
- The Budget Report
- Report Output Types
Session 5 - VAT Preparation
- Scale Charges
- The Audit Assistant
- Preparing for Online Submissions
Session 6 - VAT Production
- The VAT Return
- Checking the VAT Return
- Manual Adjustments
- Reconciling the VAT Return
- VAT Transfer
- Online Submissions
- Electronic Payments to HMRC
Session 7 - Financial Year End
- Posting Transactions into the New Financial Year
- Preparing the Year End
- Running the Financial Year End
- Clearing the Audit Trail
Other relevant links
- Introduction to Bookkeeping (1 day)
- Instant Accounts Stage 1 (1 day)
- Instant Accounts Stage 2 (1 day)
