SAGE Instant Accounts Introduction / Intermediate

Overview:

Sage Instant Accounts is easy-to-use accounting software designed to make managing your money,

including VAT, end of year accounts and invoicing, as quick and easy as possible. You'll have all the

information you need to manage your business at your fingertips.

Sage Instant Accounts is a simple bookkeeping package that gives you all the tools you need to

successfully manage your finances, accounts, customers and suppliers

Aspect Training's Sage Instant Accounts Introduction/Intermediate training course is for 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.

Prerequisites:

Accountancy knowledge is assumed.

Course Topics:

Introduction and Navigation

Choosing Your Company

The Welcome Screen

Understanding and Customising the

Working Environment

Automatic Updates and RSS Feeds

The Diary

Access Rights & Passwords

Settings & Defaults

Checking Company Settings

Setting up VAT Codes

Financial Year Start Date

Setting up Nominal Records

To Understand the Function of the

Nominal Ledger

The Different Nominal Layouts

Planning the Nominal Ledger structure

Managing Nominal Accounts

Understanding Nominal Record Types

Creating Bank Accounts

The Chart Of Accounts (COA)

The Role of the Chart of Accounts

Accessing the Chart of Accounts

Identifying Possible Errors in the Layout

Floating Account Balances

Creating Customer and Supplier

Records

Accessing the Sales and Purchase

Ledgers

Customer and Supplier Defaults

Customer and Supplier Account Codes

Creating a New Customer or Supplier

Account

Applying Additional Analysis to

Customers and Suppliers

Entering Customer and Supplier

Opening Balances

Preparation for Opening Balances

Entering Customer and Supplier Opening

Balances

Checking the Balances

Ruling off the Ledgers

Entering Nominal Opening Balances

Preparing to Enter the Opening Balances

Reversing the Original Trial Balance

Loading Nominal and Bank Opening

Balances

Checking Your Data

Bank Transactions

Posting Bank Receipts

Posting Bank Payments

Bank Transfers

The Purchase Ledger

Supplier Invoices and Credit Notes

Supplier Payments

Online Payments

The Sales Ledger

Batch Invoices and Credit Notes

Service Quotations

Service Invoices

Customer Receipts

Journal Entries, Customer and

Supplier Refunds

Journal Entries

Customer Refunds

Supplier Refunds

Safeguarding data

Check Data Routine

How to use the Backup Routine

Understanding the Restore routine

Error Corrections

Critical and Non Critical Fields

Amending a Transaction

Deleting a Transaction

Write Off Refund Wizard

Creating Product Records and

Invoices

Creating Product Categories

Creating a Product Record

Generating a Product Invoice

Managing Products on Instant

Accounts Plus

Opening Balances

Manual Stock Adjustment

Performing a Stock Take

Updating Product Invoices