SAGE Accounting Package (SAGE 50 / SAGE Business Cloud)

Course Overview:

The SAGE Accounting Package is a powerful, user-friendly software designed for small to medium-sized businesses to manage finances, accounts, inventory, VAT, payroll, and reporting. This 12-module training program is designed to equip participants with the practical skills and knowledge required to effectively use SAGE for daily accounting tasks, financial reporting, compliance, and decision-making.

The course provides hands-on experience with SAGE 50 Accounts or SAGE Business Cloud, depending on the organization’s preference, covering setup, data entry, transaction processing, reporting, and system maintenance.

Whether you are new to SAGE or looking to enhance your skills, this training will prepare you to use the software confidently and efficiently in real-world financial environments.

 

Training Objectives:

By the end of this training, participants will be able to:

• Set up and configure the SAGE accounting environment
• Record financial transactions including sales, purchases, and banking
• Manage customer and supplier accounts
• Track inventory and fixed assets
• Process payroll and tax submissions
• Generate customized financial reports and VAT returns
• Maintain audit trails and perform bank reconciliations
• Use SAGE as a strategic tool for budgeting and decision-making

 

Target Audience:

• Finance and Accounting Officers
• Bookkeepers and Admin Staff
• SME Owners and Managers
• Payroll Officers
• NGO and Project Finance Staff
• Students or trainees preparing for finance roles

 

Training Duration:

3 Weeks (depending on depth and delivery mode)

 

Training Methodology:

• Live demonstration using SAGE 50 or SAGE Cloud
• Hands-on practical exercises
• Real-world simulations and guided assignments
• Group discussions and troubleshooting sessions
• Assessments and review activities

 

COURSE CONTENT

Module 1: Introduction to SAGE Accounting

• Overview of SAGE products (SAGE 50, SAGE Business Cloud)
• Key features and benefits
• Navigation and user interface tour

Module 2: Setting Up the Company Profile and Chart of Accounts

• Company creation and configuration
• Setting financial year, VAT scheme, and preferences
• Creating and editing the chart of accounts

Module 3: Customer and Supplier Setup

• Adding customers and suppliers
• Payment terms, credit limits, and contact info
• Importing customer/supplier lists

Module 4: Processing Sales and Invoices

• Creating quotations, sales orders, and invoices
• Recording customer receipts
• Managing credit notes and discounts

Module 5: Purchase Transactions and Supplier Payments

• Recording purchase orders, GRNs, and supplier bills
• Processing payments (cheques, bank transfers)
• Managing outstanding balances

Module 6: Bank and Cash Transactions

• Setting up bank accounts and cash books
• Recording deposits, withdrawals, transfers
• Bank reconciliation procedures

Module 7: VAT Management and Tax Configuration

• Setting VAT rates and codes
• Recording VAT-inclusive transactions
• Preparing and submitting VAT returns

Module 8: Inventory and Stock Control

• Creating and managing inventory items
• Stock adjustments and movement tracking
• Cost of sales and reordering level setup

Module 9: Payroll Management (If applicable)

• Employee setup and pay types
• Processing payroll and statutory deductions
• Generating payslips and payroll reports

Module 10: Generating and Customizing Financial Reports

• Profit and Loss statements
• Balance Sheets
• Cash Flow reports
• Customizing and exporting reports

Module 11: Data Backup, Security, and Audit Trail

• Setting user roles and access levels
• Creating backups and restoring data
• Tracking transactions and audit reports

Module 12: End-of-Period Processing and Troubleshooting

• Month-end and year-end close processes
• Error correction and reconciliation
• Common troubleshooting and best practices

 

TRAINING MATERIALS & DELIVERABLES

• Participant Manual / Workbook
• SAGE User Guide with screenshots
• Sample Company Data File for Practice
• Chart of Accounts Templates
• Financial Report Samples
• VAT and Payroll Setup Guide
• Certificate of Completion

 

Optional Add-ons

• Editable Training Files (Word, Excel, PPT)
• Industry-specific customization (e.g., NGO, Retail, Services)
• Pre/Post Assessment Quiz
• SAGE Payroll and HR integration module
• Trainer’s Guide and Evaluation Tools