Sage Course

Lesson 1 • Sage Product Ecosystem Overview

Maps the Sage product family and identifies which modules serve which business functions. Establishes context for all subsequent hands-on work.

Lesson 2 • Data Entry Fundamentals

Teaches correct data entry habits, field validation rules, and error correction methods. Accurate entry at this stage prevents compounding errors in later chapters.

Lesson 3 • Creating and Configuring a Company File

Guides students through setting up a new company file with correct fiscal year, currency, and tax settings. This file is used in all subsequent exercises.

Lesson 4 • Installing and Launching Sage

Covers system requirements, installation steps, and first-launch configuration. Ensures every student has a functional environment before entering core workflows.

Lesson 1 • Posting Journal Entries

Demonstrates how to create, review, and post manual journal entries in Sage. Students practice correcting entries and reversals to handle common bookkeeping scenarios.

Lesson 2 • Building the Chart of Accounts

Covers account types, numbering schemes, and hierarchical grouping. A well-designed chart of accounts drives accurate reporting throughout the course.

Lesson 3 • Accounting Principles Behind the Ledger

Reviews double-entry bookkeeping and the accounting equation as they apply inside Sage. Grounds technical steps in conceptual understanding.

Lesson 1 • Vendor Record Setup

Covers creating and categorizing vendor records, including payment terms and default accounts. Accurate vendor records are the foundation of a reliable payables process.

Lesson 2 • Payment Runs and Remittances

Covers batch payment selection, payment method configuration, and remittance advice generation. Students execute a complete payment run and reconcile the output.

Lesson 3 • Supplier Invoice Processing

Demonstrates entering, reviewing, and approving supplier invoices against purchase orders. Proper invoice coding prevents mispostings that distort financial statements.

Lesson 4 • Accounts Payable Reporting

Produces aged payables, vendor ledger, and cash-flow forecasting reports. These outputs feed the management reporting skills developed in later chapters.

Lesson 1 • Receipt Allocation and Cash Application

Teaches posting customer payments and allocating them to open invoices. Accurate cash application keeps the aged receivables report reliable.

Lesson 2 • Accounts Receivable Reporting

Produces aged receivables, customer ledger, and revenue analysis reports. These outputs connect to the financial reporting chapter that follows.

Lesson 3 • Customer Record Configuration

Establishes customer profiles with credit limits, payment terms, and tax codes. Correct setup here drives accurate invoicing and collection workflows.

Lesson 4 • Collections and Overdue Account Management

Covers dunning letters, statement generation, and write-off procedures. Students apply a structured collections process to minimize bad debt.

Lesson 1 • Inventory Valuation and Reporting

Produces stock valuation, movement history, and slow-moving item reports. These outputs support period-end inventory reconciliation covered in the financial reporting chapter.

Lesson 2 • Inventory Module Setup

Covers enabling the inventory module, defining warehouses, and setting valuation methods. Correct setup determines how stock costs flow to the general ledger.

Lesson 3 • Reorder Points and Purchase Suggestions

Covers setting reorder levels, safety stock, and using Sage's purchase suggestion tool. Students generate a replenishment report and convert suggestions to purchase orders.

Lesson 4 • Stock Movements and Adjustments

Demonstrates recording receipts, issues, transfers, and manual adjustments. Students understand how each movement type affects stock levels and ledger balances.

Lesson 1 • Statutory Deductions and Compliance

Covers income tax, social insurance, and other mandatory deductions as configured in Sage. Students verify deduction accuracy and understand employer reporting obligations.

Lesson 2 • Payroll Module Configuration

Sets up pay frequencies, pay elements, and employer contribution rates before any employees are added. Correct configuration prevents recalculation errors in live payroll runs.

Lesson 3 • Running the Payroll Cycle

Walks through entering variable pay, running calculations, reviewing exceptions, and finalizing the payroll. Students complete a full pay run from entry to confirmation.

Lesson 4 • Payslips, Journals, and Payroll Reports

Generates payslips, posts the payroll journal to the general ledger, and produces summary reports. These outputs link payroll data to the financial statements covered next.

Lesson 1 • Budget vs. Actual Reporting

Covers entering budgets, running variance reports, and interpreting results. Variance analysis skills connect directly to the management reporting chapter that follows.

Lesson 2 • Period-End and Year-End Close Procedures

Executes the full close checklist including locking periods, rolling the year, and archiving data. Students leave with a repeatable close process they can apply immediately.

Lesson 3 • Bank Reconciliation

Covers importing bank statements, matching transactions, and clearing outstanding items. A completed bank reconciliation is the first step in a reliable period-end close.

Lesson 4 • Generating Core Financial Statements

Produces profit and loss, balance sheet, and cash flow statements directly from Sage. Students verify that all sub-ledgers agree with the general ledger before finalizing.

Lesson 1 • Workflow Automation and Alerts

Teaches configuring approval workflows, automated reminders, and system alerts. Automation reduces manual effort and enforces consistent business processes.

Lesson 2 • Custom Reports and Layouts

Demonstrates using Sage's report designer to build custom layouts and calculated fields. Students produce tailored outputs that meet specific management information needs.

Lesson 3 • System Maintenance and Troubleshooting

Addresses database maintenance, error log interpretation, and common fix procedures. Students can resolve typical system issues without escalating to external support.

Lesson 4 • User Roles and Access Control

Covers creating user accounts, assigning roles, and restricting module access. Proper access control protects data integrity and supports audit requirements.