Sage One accounting and bookkeeping online course

Sage One accounting and bookkeeping online course

Sage One accounting and bookkeeping online course

Mastering Sage one and streamlining the bookkeeping tasks by qualified accountant

Language: english

Note: 0/5 (0 notes) 143 students  New course 

Instructor(s): Maria S.

Last update: 2022-02-17

What you’ll learn

  • You will learn how to enable the Sage one features hidden within navigation panel
  • You will learn how to perform bookkeeping tasks on Sage
  • You will learn how to automate tasks on Sage
  • You will learn how to use business reporting to your advantage in cash planning in sage

 

Requirements

  • None

 

Sage One accounting and bookkeeping online course

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Description

In this course, you will learn all you need to know about bookkeeping tasks on KashFlow in bit-size videos.

I will also show how to set up a free account valid for 30 days, that can be used to practice in your own time.

The course contains the most up-to-date information on Sage One (2022), an online version of the largest accounting software Sage.

Sage One is bookkeeping is a cloud-based, flexible system that simplifies bookkeeping for small businesses.


The goals for this course are:

1. Learn where to enable information in settings (especially for inventory, fixed assets, journals)

2. Learn how to automate certain default settings for streamlined bookkeeping.

Here are the topics covered:

  • Overview of navigation and explanation of how to use and where to find elements;

  • General settings with explanation what each section means, later we go through more in details through each of those;

  • Contact and how to add the types of contacts;

  • How to set up  product and services, manual journals;

  • We try adding the  tracking labels for departments and projects and then use the project label within sales and purchase invoices to see the financial report for the project we created;

  • You will learn step by step how to set up a sales quote, then create a sales invoice and raise a credit note;

  • We cover custom fields and many more additional features;

  • Learning how to add a purchase invoice and use quick entries;

  • What tools can be helpful in stock movements and VAT submissions.


Access to the course is unlimited and upon completion of the course, you receive a Udemy certificate.


 

Sage One accounting and bookkeeping online course

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Who this course is for

  • Bookkeeper or accountant

 

Course content

  • Demo version registration
    • Introduction
  • Getting started
    • Navigation panel overview
    • About Business
    • Setting up the defaults
    • Adding Logo and changing the templates
    • Change text in email templates
    • Document settings
    • Statement settings
    • Chart of accounts
    • Cost centre and projects
    • How to amend accounting period
    • How to add multi currency option
    • Construction CIS scheme
    • Apps and marketplace
    • Opening balances
  • Stock and services
    • Create product and services
    • Adjust inventory stock levels
  • Business sale
    • How to create a sales quote
    • How to convert sales quote into invoice
    • How to use tracking in sales invoices
    • Recurring sales set up
    • Sale invoice with a discount
    • Sale invoice for client abroad
    • How to raise credit notes
    • Sales quick entries
  • Business purchases
    • Enter purchase invoice
    • Purchase invoice for fixed asset
    • Add a credit note to purchase invoice
    • Purchase invoice quick entry
  • Business bank
    • Setting up a bank
    • Adding a new bank
    • Import a bank and reconciling it
  • Journals and corrections
    • Journals
    • Corrections
  • Business reporting
    • Reporting

 


 

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