Sage Instant

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Course Overview

This course explains everything you need to know about setting up your Sage Instant Accounts program.

Who Should Attend

This course is suitable for both new and existing users of Sage Instant Accounts who require an in depth knowledge of the fundamental operations of Sage Instant

Course Content

Key Decisions Prior to Set Up

• Basic Configuration
• Account Coding Structures/Nominal
• Layout of Accounts
• Financial Year Settings
• Tax Codes

Creating Accounts

• Creating Customer Accounts/Opening Balances
• Creating Supplier Accounts/Opening Balances
• Creating Bank Accounts/Opening Balances

Data Entry Routines

• Recording Sales/Purchase invoices/credit notes
• Recording Bank Payments/Receipts/li>

Error Correction

• Routine for Correcting/Reversing errors

Vat Return

• Production/Reconciliation of VAT Return

Data Security

• Backup & Restore Data

Management Reporting & Key

Performance Indicators

• Sales & Purchase Ledger Reports
• Profit & Loss
• Balance Sheet
• Audit Trail

Month/Year End

• Run Month End Procedures
• Run year End Procedures

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Sage Instant

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